Fidelity International on being 'late' to the MPS party

‘It has enabled us to really think about what’s needed’

Sophia Panayi
clock • 4 min read

Fidelity International portfolio manager Caroline Shaw and head of managed portfolio solutions (MPS) and intermediary solutions sales Graham Folley spoke with Sophia Panayi about how its freshly launched MPS range brings something different for advisers…

Fidelity International took a plunge into the world of MPS with the launch of its WealthBuilder offering in mid-April. The solution is built around three complementary portfolio ranges, which the business said allows advisers to align investment style, cost and outcome expectations to individual clients. The MPS team at Fidelity has been able to see the market evolve, according to Shaw.  "Coming later has enabled us to really think about what's needed," she reflected. "The platforms can only do what they can do, and I suppose we've innovated around that limitation." The Fidel...

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