Fidelity Worldwide Investment
Fidelity – Always a step ahead!
Fidelity Worldwide Investment was founded in 1969 and offers financial services worldwide for private individuals and institutional investors, who have entrusted us with around 197.4 billion euros worldwide (as of 31.12.2013). Fidelity is an independent investment company owned by the family and the staff.
Investors in Germany have been able to build up their assets with Fidelity funds for over 20 years. The first German branch was opened in Frankfurt am Main in 1992. The Fidelity subsidiary FFB has been the custodian for all Fidelity customers since 2009.
Direct investment with one of the world’s leading asset managers – what does that mean?
Trust: As an independent family company, the success of our investors is our main focus. We make our decisions based on thorough expertise and test them with our own money.
Responsibility: As an investor with Fidelity, we support you in reaching your financial goals with expertise, useful tools and premium service.
Advantages: You enjoy a wide range of advantages: an extensive range of funds (around 8,000 funds and 150 ETFs from over 220 providers), modern tools and services which support you in selection and analysis, and extremely attractive conditions and discounts.
As well as global investment expertise, one of Fidelity’s focuses is on designing attractive investment solutions and pension models for the staff of the companies with whom we work – from purely fund investment to the complete implementation of company pension modules.
Invest in your most valuable capital – invest in your staff. Demographic change has already increased competition for qualified staff on the labour market and the offer of comprehensive pension coverage can be key in acquiring new staff. For companies, this means: structure your company’s pension plan as attractively as possible and use it to attract new staff.
The right mixed plan for stable pensions should include both company and private pension plans – at Fidelity, we offer both from one source.
Year of establishment
6,500 employees in 24 countries (as of 31.12.2013)