lancaster joins fidelity in distribution role
Russell Lancaster has left RSA Group to join Ben Waterhouse’s team at Fidelity, responsible for developing the firm’s adviser strategy and managing the existing regional sales team.
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Fidelity
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ten global companies to boost client returns
Long-term investment themes such as the rise of emerging markets, the search for income and deleveraging are well known but identifying specific ways to play them can be difficult.
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fidelity adds global tracker to moneybuilder range
Fidelity Worldwide Investment has unveiled a MoneyBuilder tracker fund providing low-cost access to the MSCI World index.
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fidelity shuffles us equity team
Fidelity Worldwide Investment has shuffled the management responsibilities of its US equity managers after Aris Vatis announced his departure from the company.
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fidelity reveals head of fundsnetwork
Fidelity has appointed Pat Shea as head of FundsNetwork following the departure of David White in June.
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spreadbury cuts duration on gilt concerns
Fidelity’s Ian Spreadbury has reduced the duration of his fixed-income portfolios after becoming “concerned” by gilt yields.
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waterhouse – position charge more
Fund houses will move from a focus on price to one on value as increasingly centralised product-screening methods from fund pickers force them to offer best in show rather than ‘me too’ products, according to Fidelity’s head of UK retail sales Ben Waterhouse.
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Fidelity asks Buffett to run its Japan fund
Mark Buffett is to take over the management of the Fidelity Japan Fund in place of Ron Slattery.
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fidelitys ma takes on another china fund
Fidelitys Raymond Ma has taken over the running of its offshore Greater China Fund following the decision by Joseph Tse to depart the firm.
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fidelity muddies clean fee share class waters
Fund management giant Fidelity has launched an unbundled share class purely for its discretionary clients, insisting IFAs prefer to pay 1% for funds through platforms, a claim that has been disputed by other fund houses.
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uk inflation and growth forecasts both fall
In a great day for TLAs, CPI, RPI and the IMF’s forecast for UK GDP have all dropped dramatically.
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wright takes fidelity special values off shah
Alex Wright is to take over the management of Fidelity Special Values from Sanjeev Shah.