Fidelity International

Name

Fidelity International

Legal name

Fidelity International

Website

https://fidelityinternational.com

Company type

Private

Founded year

1969

Operating status

Operating

Headcount range

5,001–10,000 employees

Ownership category

akta.pro rank

Product category

Global Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Pension Funds (525110), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Finance Services (6199)

akta.pro primary industry

Corporate & Public Pension Funds (DB/DC Sponsors) (FSAAAGAA)

akta.pro secondary industries

Insurance General Accounts (Institutional Asset Owners) (FSAAAGAG), Endowments (Universities, Foundations, Nonprofits) (FSAAAGAC), Global/International & Emerging Markets Mutual Funds (FSAAAEAK), Real Assets & Infrastructure ETFs (REITs, Infrastructure, Natural Resources) (FSAAAFAH)

Keywords

• Asset management services
• Investment fund management
• Wealth management solutions
• Retirement and pension products
• Tokenized investment funds

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Asset Management Fees: Traditional asset management fees from managing investment funds including ETFs, mutual funds, and institutional mandates. Manages over $1 trillion in total assets globally.
2. Tokenized Fund Management: Management fees from the FILQ tokenized USD liquidity fund with Moody's AAA-mf assessment, targeting institutional investors seeking 24/7 on-chain liquidity.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels3 records

Core offering

Fidelity International is a global asset manager offering investment solutions and retirement expertise to institutions, individuals, and financial advisers. Its offerings include actively managed mutual funds, ETFs, model portfolio services, tokenized institutional liquidity funds, retirement and pension products, and digital investing platforms supported by AI tooling and open banking integration. The firm manages over $1 trillion in total assets across EMEA, Asia Pacific, and the Americas.

Product overview

Fidelity International is a global asset manager overseeing over $1 trillion in assets, offering a diversified portfolio of investment products including tokenized funds (FILQ), traditional ETFs (healthcare, bond, international equity), actively managed mutual funds, and digital investing platforms. The company provides institutional and retail investors access to global markets through various channels including the Personal Investing platform, Workplace Investing, and Fidelity Adviser Solutions. Recent product launches include tokenized investment products (FILQ) leveraging blockchain infrastructure, AI-powered tools like the Freya chatbot, and a comprehensive WealthBuilder model portfolio service. The product suite spans from passive index strategies to active management across equity, fixed income, and alternative assets.

Differentiator

Problem solved

Functional benefit

Products and services

• FILQ Tokenized Liquidity Fund Tokenized USD liquidity fund providing institutional and professional investors 24/7 liquidity and on-chain settlement, built on Sygnum's Desygnate platform with Chainlink real-time NAV infrastructure and JPMorgan custody. Rated Aaa-mf by Moody's.
• Fidelity Physical Bitcoin ETP Bitcoin exchange-traded product tracking Bitcoin's price, FCA-approved for UK retail advised-platform access with a 0.25% ongoing charges figure following a 10 basis point reduction.
• WealthBuilder Model Portfolio Service Three model portfolio service ranges (active, blended, passive plus) each containing seven risk-rated portfolios with underlying charges from 0.10% to 0.55%, distributed across major UK adviser platforms for financial advisers and their clients.
• Personal Investing Platform Digital investing platform enabling UK retail investors to fund and manage ISAs, SIPPs, Cash Management Accounts, and General Investment Accounts, with open banking-powered Pay by Bank top-ups via Tink (Visa-owned) using Strong Customer Authentication.
• Fidelity Global Equity Research Enhanced PAB UCITS ETF UCITS ETF offering sustainable, risk-managed developed-markets equity exposure aligned with the Paris Agreement, selecting companies with positive fundamentals and low carbon emissions.
• Fidelity Funds Pacific Fund Pacific regional equity fund with $944 million AUM, approximately 23% allocated to Japanese stocks, focused on smaller AI-related Japanese companies and beating 96% of peers over the trailing year.
• Fidelity MSCI Health Care ETF (FHLC) ETF providing healthcare sector exposure with holdings in large pharmaceutical companies including Eli Lilly.
• Fidelity Limited Term Bond ETF (FLTB) Bond ETF managing $384 million with a 72% corporate bond allocation, approximately 2.6-year duration, generating a 4.4% dividend yield.
• Fidelity International Growth Fund (FIGFX) International growth equity fund using an active bottom-up investment approach with positions in developed markets including Netherlands and Ireland, including technology holdings.
• Fidelity International Small Cap Fund (FISMX) International small cap equity fund focusing on developed markets ex-U.S. with positions in South Korea and emerging markets.
• Fidelity International High Dividend ETF (FIDI) International dividend-focused ETF offering a 4.14% trailing twelve-month yield with five consecutive years of consecutive dividend growth.
• Fidelity Enhanced International ETF (FENI) Quantitative multifactor ETF using stock-selection focused on quality, value, and momentum factors in developed markets ex-U.S., with $3.19 billion in net assets and approximately 32% return over the year ending May 2026.
• Strategic Bond Funds Strategic Bond Funds implementing a contrarian inflation-protection thesis through US and UK inflation swaps, currently outperforming more than 90% of peers.
• FIL Life Insurance Annuity and Pensions Business Life insurance and pensions business operated through wholly owned subsidiary FIL Life Insurance Ltd, offering unit-linked pensions and annuity products to UK and European clients.

Quantifiable outcome

• FILQ fund rated Aaa-mf by Moody's - highest possible rating in its category
• +2 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability2 records

Feature3 records

Partnerships

Nine partnerships are on record, tiered major, core, strategic and minor.

• 7RIDGEmajorStrategic or Co-development Partner · 21 May 20267RIDGE acquired the Fidelity International Strategic Ventures (FISV) portfolio of financial technology investments, with the FISV investment team joining 7RIDGE to form Ecosystem Impact Fund II. Transaction strengthens 7RIDGE's capabilities across wealth management, retirement, asset management, and capital markets infrastructure. Backed by Pantheon as lead investor and Coller Capital as junior lead investor.
• ChainlinkcoreTechnology or Integration · 15 May 2026Chainlink supplies blockchain infrastructure for real-time onchain NAV reporting and stablecoin-based 24/7 settlement workflows for FILQ tokenized fund. Fidelity managing over $1 trillion globally.
• Apex GroupcoreImplementation/ SI/ Consulting Partner · 15 May 2026Apex Group provides transfer agency services for Fidelity International's first tokenized product, supporting digital investor onboarding, wallet whitelisting, and transaction processing for the tokenized fund structure.
• Sygnum BankcoreTechnology or Integration · 6 May 2026Sygnum Bank provided technological infrastructure for Fidelity International's inaugural tokenized product using its Desygnate enterprise tokenization platform. The product offers institutional investors 24/7 access to regulated, yield-generating U.S. dollar liquidity with collateral capabilities.
• J.P. MorgancoreTechnology or Integration · 6 May 2026J.P. Morgan handles fund administration and custody for the FILQ tokenized liquidity fund, supplying approved daily NAV data and providing institutional-scale settlement infrastructure.
• KCGI Asset ManagementstrategicChannel Partner/ Reseller/ Distributor · 6 January 2026First time Fidelity International partnered with a domestic Korean asset management company to launch a product. Strategic alliance to co-launch a new fund investing in US AI tech companies while incorporating domestic blue-chip bonds, leveraging Fidelity's global research and model portfolio.
• TinkstrategicTechnology or Integration · 5 December 2025Fidelity International partnered with Tink (Visa-owned open banking platform) to introduce Pay by Bank account top-ups for Personal Investing customers and Fidelity Adviser Solutions platform users. Enables secure funding of ISAs, SIPPs, Cash Management Accounts, and General Investment Accounts via open banking with Strong Customer Authentication.
• Standard LifestrategicStrategic or Co-development Partner · 8 October 2025Strategic partnership through Fidelity Adviser Solutions platform offering guaranteed lifetime income products and smoothed funds alongside Fidelity's model portfolios and drawdown strategies.
• UOB Asset Management MalaysiaminorChannel Partner/ Reseller/ DistributorUOB AM Malaysia launched Malaysia's first global equity wholesale feeder fund investing at least 90% of NAV in the Fidelity Funds – Global Dividend Plus Fund managed by Fidelity International.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• BlackRock: World's largest asset manager with overlapping institutional, retail, ETF, and tokenization offerings (BUIDL). Directly comparable in scale, multi-channel distribution, and digital asset strategy.
• Vanguard: Global low-cost asset manager competing directly with Fidelity's passive and ETF ranges (FENI, FIDI, FLTB) and model portfolios. Comparable in scale and distribution breadth, though more passive-weighted.
• State Street Global Advisors: Institutional asset manager with SPDR ETF franchise competing with Fidelity's ETF lineup and serving pension/endowments with comparable mandate structures and global distribution.
• Schroders: London-headquartered global asset manager with comparable active management, UK adviser distribution, and EMEA institutional franchise; also expanding private markets and sustainability offerings.
• Invesco: Global asset manager with overlapping ETF, active equity, fixed income, and model portfolio solutions; directly competes with Fidelity in UK and EMEA adviser channels and institutional mandates.
• abrdn (Aberdeen): UK-headquartered asset manager competing across adviser platforms (including Transact, where Fidelity WealthBuilder is distributed), institutional mandates, and Asia-Pacific funds.
• Legal & General Investment Management: UK-based asset manager with comparable index, active, and ETF capabilities and significant institutional pension relationships; Fidelity acquired LGIM's Personal Investing unit in 2020, evidencing direct overlap.
• M&G Investments: UK and European asset manager with comparable active fixed income, multi-asset, and retail platform offerings; competes head-to-head with Fidelity in adviser channels and UK institutional mandates.

Broad incumbents

• JPMorgan Asset Management: Broader incumbent providing custody, fund administration, and asset management; serves as Fidelity's FILQ infrastructure partner while also competing for institutional and retail mandates globally.
• Goldman Sachs Asset Management: Broader incumbent within a universal bank, offering institutional and alternatives mandates that overlap with Fidelity's pension, endowment, and private market positioning.

Market position

Strengths5 records

Weaknesses2 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/fidelitycareers

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments47 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fidelity International