London, 25 June 2008 – Fidelity International has boosted its premium services team with the appointment of Richard Fellows* as head of its investor centre and premium services.
Mr Fellows has over 25 years of experience of looking after both private and small institutional clients, as well as portfolio and business unit management across the UK and in the United States. In his previous role of Managing Director and President at Fisher Wealth Management, Mr Fellows established a UK arm of the US-based company Fisher Investments.
Reporting into David Dalton-Brown, Head of Fidelity International’s Direct Business, Mr Fellows will join in July and be based at Fidelity’s Investor Centre in Cannon Street, London.
The new appointment forms part of Fidelity’s ambitious plans in the high net worth market, and Mr Fellows will play a key role in helping to significantly grow the business in this area. Key areas for focus outlined already are: the development of a new Premium Service website, the creation of tailored solutions, and the launch of financial guidance services.
David Dalton-Brown, Head of Fidelity International’s Direct Business said: “I am delighted to welcome Richard to Fidelity as Head of our Premium Service Team. Richard’s appointment supports our ambitions for significant growth of the business. In the short term we are developing a new website dedicated to our Premium clients, while our longer term plans include developing tailored solutions and guidance services.”
FIL Limited (“FIL”) and its subsidiary companies serve the major markets of the world by providing investment products and services to individuals and institutional investors outside the US. FIL Limited manages a total of £130.4 billion of assets*.
Notes to editors:
* Richard Fellows is Sales Director – Premium Service and Investor Centre, Fidelity International. Mr Fellows has over 25 years experience in looking after both private and small institutional clients, as well as portfolio and business unit management across the UK and the United States. In his previous role of Managing Director and President at Fisher Wealth Management, Mr Fellows established a UK arm of the US-based company Fisher Investments. Prior to this, Mr Fellows spent a year at Fisher Investments in San Francisco as a Consultant, and two years at Credit Suisse as Head of UK Investment Teams. Other roles over the course of his career include Investment Director at Leopold Joseph & Sons, and a number of roles at private client stockbrokers.Born in 1960, Mr Fellows was educated at Essex University, where he studied BA (Hons) Economics. Following this he went on to study PGC History at Oxford University and MA History at London University. He is a Fellow of the Securities Institute.
** Source: Fidelity as at 31.03.08
Any opinions expressed are made at the time of writing and can be subject to change without notification. The value of investments can go down as well as up and an investor may not get back the original amount invested. Past performance is not a reliable indicator of future results. Fidelity, Fidelity International and Pyramid Logo are trademarks of FIL Limited.
