FIDELITY INTERNATIONAL
WORKING TOGETHER TO BUILD BETTER FINANCIAL FUTURES
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ith more than 50 years of global investment management experience, Fidelity International has a history of notable innovation and provides best-in-class investment solutions that have helped it become one of the largest retirement asset management firms in Hong Kong and the largest investment service provider in the occupational retirement schemes ordinance (ORSO) market, in terms of asset under management. Fidelity has been active in Hong Kong since 1981, with more than 400 employees in its Hong Kong office offering retail, institutional and wholesale clients a wide range of products and services, including mandatory provident fund (MPF) and ORSO schemes, personal investing and mutual funds. The services provided are designed to help clients achieve their financial aspirations. The company vision is to build better financial futures for its clients. “It is also our focus to give people the power to achieve and stay in great financial health throughout every stage of their lives,� said KP Luk, head of Hong Kong at Fidelity International. In 2020, Fidelity received more than 30 awards, solidifying its position as one of the most awarded fund managers in Hong Kong and reflecting its investment capability, performance and diversified solutions, and the outstanding services delivered by the teams in Hong Kong and across the region. Because of its multiple achievements and success in assisting its clients, the company was also awarded with Hong Kong Business
26 HONG KONG BUSINESS ANNUAL 2021
High Flyers Award in the Financial Services category. Digital transformation With the acceleration in digital transformation brought about by the pandemic, digital innovation is now considered a global business trend. Fidelity understands the need to adapt and change, and has thus invested in enhancing digital channel engagement with quality services provided to stakeholders, and is making use of mobile digital tools to help clients manage their portfolios and understand their financial wellness status. Fidelity has taken extra steps to help its members by extending its services to online channels so they could stay on top of their accounts during the outbreak. The firm has devoted resources to drive channel innovation by (1) introducing a digital application journey in its brand-new SmartRetire mobile app; (2) using the most up-to-date identity verification technology to facilitate Tax Deductible Voluntary Contributions (TVC) account opening in simple steps and (3) enabling clients to make contribution payment instantly via Faster Payment System (FPS) on top of traditional means. Leveraging on its global thought leadership expertise, Fidelity has brought together a financial wellness journey, where members can get their financial wellness scores and understand personal performances across four major financial wellness domains.
