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Fidelity says it is not out to eat advisers' lunch with wealth management push

Home / Analysis / Fidelity says it is not out to eat advisers’ lunch with wealth management push Fidelity says it is not out to eat advisers’ lunch with wealth management push Latest venture would be an expansion of Fidelity Personal Investing service for D2C customers and would not compete with its adviser users Fidelity has grabbed headlines with its launch into restricted financial advice organised as Fidelity Wealth Management. It joins a number of big asset management players, such as ...
United Kingdom Clive Waller Bella Caridade Ferreira Stuart Welch Mike Barrett Fidelity International

Fidelity not out to eat advisers' lunch with wealth mgmt push

Roll out of financial advice venture raises questions about the firm’s role in the UK Fidelity has grabbed headlines with its launch into restricted financial advice under the Fidelity Wealth Management brand. It joins a number of big asset management players, such as Schroders, M&G and Quilter, which have made the decision to offer financial advice to their investors, clients and customers. The development may give independent advisers food for thought, where they recommend a fund or uti...
United Kingdom Clive Waller Bella Caridade Ferreira Stuart Welch Mike Barrett Fidelity International

Investment giant unveils UK advice offering

It will bring together the firm’s existing wealth and retirement services Fidelity International has officially rolled out its UK restricted financial advice arm called Fidelity Wealth Management. Fidelity Wealth Management will bring together the firm’s existing wealth and retirement business. The newly launched arm will offer investment and retirement services, with plans to expand offering to estate planning, tax optimisation and financial planning in the future. Clients who require advi...
United Kingdom Simon Gibbons Stuart Welch Financial Conduct Authority Fidelity International Fidelity Wealth

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