Fidelity Worldwide Investment has launched Fidelity Wealth Management, a new service providing exclusive information and enhancing support to personal investors with investible assets of over £500,000.
The service is aimed at those who want to be in control of their investments but with the support, guidance and expertise of Fidelity group, with no additional fee, the group said in a release.
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Within the new service, customers will be the first accessing the newly fund Fidelity Undiscovered Talent fund, together with Fidelity Funds Asia Smaller Companies and Fidelity Funds Global Demographics.
Furthermore, the new thematic portfolios, HeadStart US and HeadStart Inflation Defence will provide pre-populated portfolios that the customers can manage and, to coincide with the launch, Wealth Management customers will also be first to access the new PathFinder+ Income range.
Specifically, this tool aims to assist those customers who want their investments to be actively managed, but don’t want to pay fees for a discretionary management service. According to PathFinder+ modalities, customers have access to detailed reporting including in-depth portfolio composition, stock level analysis and fund manager commentary.
In addition to that, Wealth Management customers will receive detailed fund performance report, portfolio analysis, a personalised web site and regular invitations to events.
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