Fidelity Wealth Management - events and seminars
Important information: The value of investments can go down as well as up, so you may not get back the amount you invest. Investors should note that the views expressed may no longer be current and may have already been acted upon.
Insights and perspectives from leading experts
To help maximise your investment knowledge and understanding, we organise a range of seminars and events, many of which are exclusive to Wealth Management members. Catch up on insights and perspectives shared by leading industry experts at some of our most recent events. To ensure you hear about upcoming forums that may be of interest to you, please make sure your email marketing permissions are up to date next time you log in to your account.
The case for global investing - video recorded May 2024
Watch our latest event where Investment Director Tom Stevenson and a panel of global fund managers discuss the advantages of investing globally and cover the different investing strategies you might want to consider as an investor.
How to invest smarter in 2024 - video recorded February 2024
Our Wealth Management team look at tax-efficient ways to save and keep more of your money. Then Investment Director Tom Stevenson shares what he thinks 2024 could bring before discussing the funds he’s picked for his ISA and Self-Invested Personal Pension this year and why.
Investing in the higher-for-longer interest rate environment - video recorded November 2023
Investment Director Tom Stevenson and a panel of Fidelity experts (who represent each of the key asset classes for investors at the moment) discuss how to invest for income in the current higher-for-longer interest rate environment.
More insights from our team of experts
Investment Outlook - video recorded April 2024
Each quarter Tom Stevenson, Investment Director at Fidelity Personal Investing, analyses global markets and the key asset classes to provide a unique outlook for the next 12 months.
Click here to download the latest report, and to watch the latest webcast and videos for the main asset classes and regions.
More ways we can support you
Wealth Management benefits
Explore everything that our Wealth Management service has to offer. Take a moment to read about the extra investment support and guidance that you get from being a member.
Personal financial advice
Our financial advisers can provide you with a personal financial strategy to help you achieve your investment goals.
Speak to us
Call the Wealth Management relationship team on 0800 222 456 for help with day-to-day queries. They can also arrange a meeting with your dedicated Relationship Manager or Adviser.
Important information: This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to one of Fidelity's advisers, or an authorised financial adviser of your choice. Tax treatment depends on individual circumstances and all tax rules may change in the future.
