Fidelity Investments : advertising & marketing assignments

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Fidelity Investments is a leading financial services, brokerage and investment management company headquartered in the US but with significant international operations. It operates a collection of over 500 separate mutual investment funds under the Fidelity banner, and manages brokerage accounts for some 28m individual investors. The group operates a network of 200 offices and "investor centers" across the US, as well as offices in several international markets. Total customer assets in 2018 were $7.4 trillion, more than any other US asset manager. That sum included $2.6 trillion invested in Fidelity's own funds. Parent company FMR (or Fidelity Management & Research) is privately owned by the founding Johnson family and employees. It was founded in 1946 when Edward C Johnson II acquired control of the Fidelity Fund, a Boston-based money manager established in 1930 to invest in Treasury stock. Johnson already managed his wealthy family's fortune - they had owned one of Boston's foremost retail stores - and had an exceptional eye for stock-picking. In just a decade he increased the fund's assets under management more than 16-fold. Fidelity was largely responsible for popularising mutual funds as an option for ordinary retail investors during the 1970s and 1980s. Combined annual revenues reached a record high in 2018 of $20.4bn. In 2016, 89-year-old chairman Ned Johnson, son of the association's founder, passed over that role to his daughter Abigail, an executive within the company since 1988 and CEO since 2014. She is also the largest shareholder with around 24%, making her the world's 8th richest woman according to Forbes. The Johnson family combined has around 49%.

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Who are the competitors of Fidelity? See Financial & Insurance Sector for other companies

Capsule checked 14th November 2018


Recent stories from Adbrands Weekly Update:

Adbrands Weekly Update 24th Nov 2016: Fidelity chairman Ned Johnson, who has led the privately owned US investment group for the past 39 years, is to retire from the business altogether in favour of his daughter Abigail Johnson, already CEO and the group's controlling shareholder. Ned Johnson's father acquired what was then a little known money manager in 1949, and turned it into one of the country's biggest investment funds. It the largest administrator in the US of retirement savings plans.


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