Our Partnership with Fidelity

In October 2022 we partnered with Fidelity International, launching two custom-designed OEIC funds for our clients, known as the Fidelity Strategic Growth Portfolio and the Fidelity Strategic Defensive Portfolio. The funds are managed by Ayesha Akbar, Caroline Shaw, and Sudi Gupta, portfolio managers at Fidelity’s Solutions & Multi-Asset team and have been designed to provide global exposure to a diversified range of assets.

Howard Wright Fidelity Strategic Defensive Portfolio

Has at least 70% exposure to lower-risk investments such as debt instruments, including global government bonds, global corporate bonds and cash.

Howard Wright Fidelity Strategic Growth Portfolio

Has at least 70% exposure to higher-risk investments such as global equities, global emerging market equities and global smaller companies.

Gareth Robinson, Managing Director, at Howard Wright said:

“We chose to work with Fidelity due to their deep investment knowledge and long-standing reputation as a world-class investment solutions and services provider. The portfolios are the next stage in the development of our business and service proposition to our clients. The partnership between their trusted adviser and a global asset manager should provide reassurance and knowledge to our clients that their investments are being looked after”

Russell Lancaster, head of UK intermediary sales at Fidelity, said:

“We’re pleased to have been working with Howard Wright on these bespoke products and look forward to developing our partnership with them in the future. It is just one example of how our solutions business can help advisers address the need for increasingly complex investment propositions, leveraging our Multi-Asset team’s expertise.”

“Fidelity has over 2.84 million customers globally, operates in 27 locations globally and is responsible for total client assets of £546.9 billion. Source: Fidelity International as at 30 June 2022.”

“To be the first firm of Financial Planners in the UK to partner with Fidelity to create a bespoke proposition for our clients is an incredible achievement and a real milestone. I would like to congratulate everyone involved in the project and I look forward to seeing how we can develop our relationship with Fidelity for the benefit of our clients and Howard Wright in the years to come”

Mike Richards Chairman

What to do next?

To see how our Chartered Financial Planners can help you and your investment portfolio, please contact us by calling us on 0345 688 4939 or fill in our enquiry form below, it only takes 20 seconds to complete.

Once you have done this one of our Chartered Financial Planners will then contact you as soon as possible, to discuss how we can help you achieve your goals and objectives.