Fidelity Finance Asset Management is an asset management company regulated by the Securities & Exchange Commission (SEC) with focus on funds/portfolio management and investment advisory services to corporate and institutional clients and government parastatals. The Company also provides Wealth Management services to high net worth individuals with the aim of achieving long term objectives and Estate Planning. Fidelity Finance Asset is a subsidiary of Fidelity Finance Company Limited, a registered capital market operator.
Fidelity Finance Asset business focuses on providing specialist investment avenues for clients. The Company is positioned to successfully manage its clients' funds through its tailored in-house pooled private funds, structured close-end funds, registered public mutual munds and stand-alone portfolio funds. Our services cut across diverse business areas and various clients including high net worth individuals, insurance companies, endowment funds, family and trust funds, educational centers, charity organizations, religious houses, company co-operatives & staff schemes, investment companies of local, state and federal government. The Company also fakes position for its own portfolio under its principal investment businesses.
Investment Philosophy And Process
Creating Sustainable Value:
Our investment philosophy is based on a deep understanding of the structure of the markets and the financial instruments that will match clients' expectation in such markets. We begin our investment procedures with the client profiling process which provides a clear appreciation of the risk appetite and investment preferences of the client.