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Best Investment Provider

Fidelity showed why it is still number one in the eyes of advisers with a consistent and impressive investment performance and top-notch service standards landing the firm Best Investment Provider award.

Winning for the third year in a row Fidelity remained adviser favourite after a year of major announcements did not stop the firm from retaining the crown of top provider in this category.

The year saw the provider rock the adviser world by announcing the splitting of its £5.4bn special situations fund as it had grown too big and Anthony Bolton announcing a phased step down from his position in charge of the fund.

The world’s largest privately owned fund manager responded to IFA demands through the year with initiatives such as paying trail commission for the first time on unwrapped investments.

The appointment of Peter Hicks to the newly created role of head of adviser business also cemented the firm’s commitment to the IFA sales channel.

The firm went out of its way to ensure advisers were up-to-date with a changing landscape running national retirement roadshows throughout the year focusing on A-day challenges and opportunities.

Its fund supermarket also went from strength to strength growing assets by 50 per cent this year. It also launched its own Sipp and investment bond through Standard Life while continuing to offer advisers attractive rates and good service standards.

Getting to number one is tough but staying there is often tougher, yet Fidelity showed in its high quality products and great service that it had what it takes to remain Best Investment Provider for advisers.

Winner – Fidelity International
2nd – Sterling
3rd – Standard Life

Sponsored by P Tarmigan media


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