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Fidelity Wealth

It helps if you have know-how and experience. To help maximise your investment knowledge and understanding, we organise a range of exclusive seminars and events that give you the latest insights and perspectives from leading experts.

Fidelity Wealth Investor Forum

May 2020 – Investment approaches in uncertain times

In our first ever pre-recorded event, Fidelity’s Investment Director, Tom Stevenson, and two of our fund managers, Jeremy Podger and Ayesha Akbar, share their views on different types of investment options in the current investment landscape.

Once you have viewed the video, please take a moment to give us your feedback and tell us what you’d like to hear about next.

January 2020 - Tom Stevenson presents his new year Investment Outlook and introduces his four fund picks for the year ahead before introducing the managers of two of the four funds. October 2019 - Tom Stevenson presents his Autumn Investment Outlook and key speakers share their insights on how to get the right level of income in retirement.

Other Events

We also run a seminar and events programme from our new Investor Centre in London. This video shows our latest event - Building your Portfolio.

Building your portfolio - December 2019

Our latest event features a presentation highlighting the top things to consider when you're planning your portfolio. Our Investment Director, Tom Stephenson, brings the key themes to life as he talks about his own portfolio management.

Important information: Investors should note that the views expressed may no longer be current and may have already been acted upon. The value of investments can go down as well as up, so you may not get back the amount you invest. Please note that Fidelity Wealth does not give advice or a personal recommendation. If you are unsure of the suitability of an investment you should contact an authorised financial adviser.