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Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

Fidelity

  • Min. account size

    £50,000
  • Company type

    Investment Manager
  • Ownership

    Private
  • Size of wealth manager

    Large
  • Size

    Global
  • Founded

    1969

Fidelity Factfile

It has been more than 45 years since we were founded, so we’ve seen many market cycles – whether it be bulls and bears or booms and busts. This experience has given us an in-depth knowledge of how markets perform, which helps us find the right paths through many different investment environments. Throughout this time, the needs of our clients have always steered our decisions. Which is why we’ve kept investing as our core activity. We are not a bank. We don’t do insurance. We are purely and simply investors. It’s a particular focus, but we believe this is what allows us to excel – and, even more importantly, to repay the trust that over 1.1m UK clients place in us.Fidelity Wealth rewards investors with a more personalised service, a loyalty bonus and exclusive events across the country. There is no charge for this service. To join you need investments of £100,000 or more held directly with Fidelity. Many of our investors have reached the minimum value by bringing together ISAs, funds and personal pensions from other providers

Contact person Investment manager
Fee structure Annual fee
Min. account size £50,000
Contact person Investment manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee, Hourly
Portfolio lending
Mortgages (residential)
Typical minimum mortgage
Other finance Jet, yacht, art
Online dealing
Online dealing UK, US, Asia
Margin accounts
Retail banking
Ethical investing
Philanthropy

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