Fidelity International Investment Advisors (Pembroke)

Fidelity International Investment Advisors is a large advisory firm based in Pembroke. It manages $26.84 billion of regulatory assets for 87 client accounts. It has been registered with the SEC as an adviser since 2001.

Fidelity International Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fidelity International Investment Advisors: assets under management

The assets under management (AUM) of Fidelity International Investment Advisors is $26.84 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 323% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.84 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $308.53 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fidelity International Investment Advisors for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Fidelity International Investment Advisors

Anthony John Bolton has been acting as President since 1 Nov 1989. Kathryn Ann Matthews has served as the Chief Investment Officer since 1 Jun 2006. Lori Blackwood joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Fidelity International Limited	Shareholder - class a voting common stock - sole shareholder	1 Apr 1984	75% - 100%	"foreign"
Anthony John Bolton	Director	1 Nov 1989	Other	4386456
David John Saul	Director	1 Nov 1989	Other	4388850
Simon Mark Haslam	Director	1 Jul 1996	Other	4386441
Kon Chung Lee	Director	1 Oct 1996	Other	4388828
Peter Frederick Phillips	Director	1 Oct 1996	Other	4388846
Brett Peter Goodin	Managing director and director	1 Aug 1997	Other	4386432
Stuart E Fross	Chief legal officer and chief compliance officer	1 Apr 1998	Other	4389637
Frank Mutch	Director	1 Oct 1998	Other	4388838
Robert Hunt Auld	Chief investment officer - asia pacific	1 Jan 1999	Other	1956742
Keith R Ferguson	Chief investment officer - southeast asia director	1 Jun 1999	Other	4388821
Patrick Joseph Shea	Chief operations and systems officer	1 Sep 1999	Other	4389666
Simon John Fraser	Director and president	1 Oct 1999	Other	4386416
Richard Miles Andrew Horlick	Director	1 Oct 1999	Other	4386446
Richard Andrew Ford	Director and vice president	1 Feb 2000	Other	4388815
Andrew James King Steward	Chief financial officer	1 Feb 2001	Other	4388854
Matthew Alan Heath	Chief legal officer	1 May 2001	Other	4388857
Peter Frederick Phillips	Director	1 Nov 2001	Other	4388846
David James Holland	Director	1 Apr 2002	Other	4593153
Christopher Paul Quinlan	Chief operations and systems officer	1 Oct 2002	Other	2443036
Michael Charles Gordon	Chief investment officer - southeast asia, director	1 Dec 2002	Other	4703944
Raymond Peers	Chief operations and systems officer	1 Aug 2003	Other	4593151
Graham Robert Seed	Chief legal officer	1 Aug 2004	Other	4858238
Nigel William Duckett White	Chief compliance officer	1 Sep 2004	Other	4885933
Robert James Stewart	Director	1 Nov 2004	Other	4875740
Barbara Ann Stock	Chief compliance officer	1 Feb 2005	Other	4702921
Andrew David Wells	Director	1 Aug 2005	Other	5159798
Allan Kerim Callberg Pelvang	Director and vice president	1 Jan 2006	Other	5106990
David James Holland	Chief operations officer	1 Feb 2006	Other	4593153
Kathryn Ann Matthews	Chief investment officer	1 Jun 2006	Other	4383585
Kathryn Ann Matthews	Director & chief investment officer	1 Apr 2008	Other	4383585
Lori Blackwood	Chief compliance officer	1 May 2008	Other	5536860

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
L.P. Pandanus Partners	Shareholder (class b common stock)	1 Sep 1990	25% - 50%	75-2347466
Inc. Pandanus Associates	General partner	1 Sep 1990	Other	75-2349783
Edward Crosby Johnson	Shareholder	1 Sep 1990	25% - 50%	1367269
Edward Crosby Johnson 3d Trust No. 2 U/I Of Elsie L. Johnson Dated 12/30/64 (F/B/O Edward C. Johnson 3d)	Shareholder	1 Sep 1990	25% - 50%	04-6454764
Brown Brothers Harriman Trust Co. Of Texas	Trustee	1 Sep 1990	25% - 50%	13-4973745
Edward C. Johnson 3d Trust No. 2	Limited partner	1 Sep 1990	25% - 50%	04-6454764

Based in Pembroke

The principal office where Fidelity International Investment Advisors performs its advisory services is located at Pembroke Hall, Pembroke, Hm19, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 441-295-0665 or by fax 441-292-5282. The normal business hours are 08:30-5:00 on Monday - Friday.