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Archive for the Fidelity Category

Fidelity head of UK retail sales Ben Waterhouse moves to South East Asia

Fidelity head of UK retail sales Ben Waterhouse is to move to South East Asia to lead the firm’s sales efforts in the region, with retail sales director Russell Lancaster and head of UK wholesale John Clougherty taking on his responsibilities. Mr Waterhouse joined Fidelity in 2010 from

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Value of Barclays Wealth Social Media Assets exceeds £1Million

Barclays Wealth is the first UK Wealth and Investment Management Brand whose ‘Own’ Social Media assets now exceed one million pounds.  The Brand achieved this significant milestone toward the end of the 2013 year. Fidelity UK have the second most valuable portfolio of Own Social Media Assets,

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Post-RDR charging – cheaper and/or more transparent?

As the post-RDR charging landscape begins to emerge, it is reasonable to ask whether the FCA has done its job and lowered the cost of investing. Equally, if it has not lowered the cost, then has it at least made it more transparent? In the old model,

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Key Highlights – Social Media Intelligence – UK Wealth Management Q4 2013.

August to October saw another quarter of significant growth with 48,000 activity/ mentions (a 17% increase vs the previous quarter) across the cohort of wealth management Brands included in this research. Wider UK industry activity/mentions grew by 8% for the quarter (off a much larger sample base

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World’s largest asset managers ranked

Towers Watson and Pensions & Investments have published their latest annual global 500 ranking of the world’s largest asset managers. Highlights from this year’s report include: Assets managed by the world’s largest 500 fund managers rose by over 8% to US$68 trillion in 2012, making up any lost

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Fidelity Worldwide Investment appoints Michael Bargholz as Managing Director, Australia.

Fidelity Worldwide Investment has appointed Michael Bargholz as managing director, Australia.  He will report to Asia Pacific ex-Japan managing director Mark Talbot and takes up his new position immediately. Bargholz’s appointment follows the departure of former country head Gerard Doherty in March. Bargholz joined Fidelity in February

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Protected: UK Investment Management Social Media Intelligence – Detailed Findings from January 2013 Quarterly Report (subscribers only)

There is no excerpt because this is a protected post.

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The Emerging Importance of Social Media in UK Retail Investment Management

Earlier this month Fishtank released our most recent ‘Social Media Intelligence  – Retail Distribution Review (RDR) UK’ Report covering the months of November, December and January 2013. Findings from the current quarters research continue to confirm that relevance of Social Media across the industry, and the increasing

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Perpetual appoints Michael Gordon as Group Executive Perpetual Investments

Perpetual Limited (Perpetual) today announced the appointment of Michael Gordon as Group Executive Perpetual Investments. Michael will lead the end-to-end business of Perpetual Investments, which includes product, distribution, operations and the investment management team with $23.6 billion in funds under management. Perpetual CEO Geoff Lloyd said “We

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Fidelity FundsNetwork boss David White departs

Fidelity Worldwide Investment has appointed Hugh Mullan as its new head of FundsNetwork to replace David White who has left the company.  Mullan will continue to also be head of Fidelity’s UK defined contribution and retail business. White has left Fidelity after 10 years and was most recently responsible for developing FundsNetwork’s unbundled

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