Our people

Our purpose is to work together to build better financial futures for our clients. To achieve this, we have embedded core values of integrity and trust across the company, which form the bedrock of how we service our clients. We strongly believe that Diversity and Inclusion (D&I) helps improve our performance and the quality of service our clients receive. That's why we are committed to making sure we're able to drive real change in this critical area.

Anne Richards

Anne Richards

Chief Executive Officer

Anne joined Fidelity International in 2018 and has worked in the asset management industry since 1992, including over two decades as an analyst, portfolio manager and CIO. She is a strong proponent of ESG investing, believing that we must consider not just short-term financial returns, but the longer term financial and societal consequences of our actions. Her career path spans many blue-chip global names in our industry, including: Alliance Capital, JP Morgan, Merrill Lynch Investment Managers and Aberdeen Asset Management.

Dr. Alva Devoy

Dr. Alva Devoy

Managing Director, Australia

Alva joined Fidelity in November 2014 and was appointed Managing Director, Australia in 2016.  She is responsible for the growth and diversification of the Australian business and represents Fidelity’s interests to key industry bodies and regulators. Prior to Fidelity, Alva has held senior executive, strategy and portfolio management positions at CIMB Securities International, RBS and KBC Asset Management. She also holds a PhD in Molecular Engineering from Trinity College Dublin.

Rajeev Mittal

Rajeev Mittal

Managing Director, Asia Pacific (ex-Japan)

Rajeev joined Fidelity International in 2019 and is responsible for our distribution business and overall strategy in the region, where we have a range of wholesale, institutional and retail clients served through our offices in Seoul, Taipei, Shanghai, Hong Kong, Singapore, Dubai, Sydney and a number of satellite offices. Rajeev sits in the Global Operating Committee and chairs the Asia Operating Committee. Prior to joining Fidelity, Rajeev was CEO, Asia Pacific for PineBridge Investments.

Christian Staub

Christian Staub

Managing Director, Europe and Global Head of Institutional

Christian joined Fidelity International in 2018 and is responsible for managing our distribution business across Continental Europe, serving the needs of our European institutional and wholesale clients across 15 countries. He also leads the global development of our institutional business, ensuring that we evolve our proposition to meet our clients’ changing needs. Prior to Fidelity, he held senior positions at Blackrock and PIMCO.

Andrew Wells

Andrew Wells

Vice Chairman, Fidelity Canada

Andrew has over 20 years’ experience at Fidelity International, having joined in 1996. He is responsible for our business and investment management activities in Canada, which brings together three Canadian-focused and based businesses - Fidelity Investments Canada, Fidelity Clearing Canada, and the Canadian investment team - under a unified organisational structure dedicated to the Canadian marketplace.

Derek Young

Derek Young

President, Japan

Derek became President of Fidelity International’s Japan operations in 2019. He is President and Representative Director at FIL Investments (Japan) Limited the asset management arm, as well as FIL Securities (Japan) K.K. which provides investment products and services to Japanese individual investors. Prior to joining Fidelity investments in 1996, he held senior roles at KPMG and the Federal Reserve Board.

Paul Taylor

Paul Taylor

Head of Investments, Australia

Paul Taylor joined Fidelity in 1997 and is Head of Investments for Australia and Portfolio Manager for the Fidelity Australian Equities Fund. He established Fidelity’s Australian equity business and has managed the Fund since 2003. In 2021 he was also appointed Head of Investments in Australia, where he oversees our domestic Investment Management team.

Andrew McCaffery

Andrew McCaffery

Global Chief Investment Officer, Asset Management

Andrew joined Fidelity International in July 2019. Prior to this he spent 8 years at Aberdeen Standard Investments in a range of senior roles including Global Head of Strategic Client Investments and Global Head of Alternatives. He has over 30 years’ industry experience across investment, risk management and client distribution.

Steve Ellis

Steve Ellis

Global Chief Investment Officer, Fixed Income

Steve joined Fidelity International in 2012 as a Fixed Income Portfolio Manager, managing our key Emerging Market debt funds from our London office. In 2018, he also became the Head of the European Portfolio Management team in Fixed Income. Prior to Fidelity, he worked as a Portfolio Manager at Goldman Sachs Asset Management.

Henk-Jan Rikkerink

Henk-Jan Rikkerink

Global Head of Solutions and Multi Asset

Henk-Jan joined Fidelity International in 2013 and leads our Solutions and Multi Asset team including Systematic Equities, which leverages Fidelity’s investment IP to create bespoke solutions for clients. Prior to Fidelity, he held managerial and consultant positions at Bain & Company and Booz-Allen & Hamilton.

Jenn-Hui Tan

Jenn-Hui Tan

Global Head of Stewardship & Sustainable Investing

Jenn joined Fidelity International in 2007 and provides external and internal leadership for Fidelity’s sustainable investing activities, including the strategy and policies on engagement, voting and ESG integration. Prior to Fidelity, he was a corporate finance lawyer advising on capital market and M&A transactions at Norton Rose Fulbright.

Ned Salter

Ned Salter

Global Head of Investment Research

Ned Salter is the Global Head of Investment Research. In this role, Ned is responsible for bringing together and managing the investment research teams across Fidelity. Ned is also the deputy co-chair of the Sustainable Operating Committee (SOC) given the critical role he played in the development of Fidelity’s Sustainability Ratings.

Gita Bal

Gita Bal

Global Head of Research, Fixed Income

Gita Bal is Global Head of Research, Fixed Income. She works with fund managers globally and across asset classes, including investment grade, high yield and emerging markets. Prior to joining Fidelity in 2010, Gita worked at a number of buyside and sellside organizations, most notably at Pimco for four years as a credit research analyst.

Our rich diversity is a huge strength and critical to our business success. Working in an inclusive environment allows us to be ourselves, which helps collaboration and drives innovation, all of which builds better customer experiences.

Anne Richards, CEO, Fidelity International

Our CEO Anne Richards on the 'must win' battles in the D&I space over the next few years.

 

Quite simply, D&I matters at Fidelity.

To make sure we're able to deliver real change we're concentrating on four global priorities.

Cultural diversity

We celebrate our global workforce's cultural diversity and respect all cultures, nationalities, ethnicities and beliefs. These differences make us stronger and are critical to our success. Our inclusive practices such as training, technology and awareness allow us to work together effectively and are designed to bring out the best in each other.

  • We’re measuring and tracking progress on increasing the cultural diversity of our workforce.
  • We have set targets to increase the representation of Black colleagues in our workplace and especially at senior levels.
  • We celebrate internal role models through our Diverse Leaders series.
  • We’re raising awareness and celebrating our differences through events.
  • We’re training colleagues to work effectively and building teams across different cultures.

LGBT+

We accept people for who they are, regardless of their sexual orientation or gender identity and expression. We recognise our people perform and collaborate better when they can be their true selves which frees them to help design and deliver LGBT+ inclusive products, services and customer journeys.

  • We’re a signatory of the UN LGBT+ Standards of Conduct for Business.
  • We encourage our people to participate in Pride events all around the world.
  • We have a Global Allies programme to engage everyone in ensuring LGBT+ inclusion.
  • We ensure people policies, processes and training are inclusive of all sexual orientations and gender identities.
  • We promote visible LGBT+ role models and allies internally and externally.

Enable

We recognise how important it is to improve accessibility and enablement for our customers with different abilities and health conditions. To this end, we’re making adjustments and seeking opportunities to remove any barriers where we can.  We're continually looking to ensure all our products and services are inclusive and accessible for our customers with disabilities and health conditions.

  • We treat disability inclusion and wellbeing as a business priority.
  • We promote accessibility and enablement for employee with different abilities and health conditions.
  • We have Mental Health Champions and First Aiders to promote and open and supportive culture around mental health.
  • We celebrate the business success stories of all our people, regardless of disability or health conditions.
  • We uphold best practice digital accessibility standards for employees and customers.

Gender

We know that addressing any gender imbalances - in terms of representation and pay gap - is not just the right thing to do; we also believe it makes commercial sense. Flexible working, inclusive parental leave policies and return-to-work programmes are just some of the ways we're doing this. And we're helping women take control of their financial futures with our Women & Money campaign.

  • We're committed to closing our gender pay gap.
  • We've set more stretching targets to achieve 35% women in senior management roles by December 2023.
  • We offer equal-paid parental leave and flexible working options to all our people, regardless of gender identify or sexual orientation, across all our operating locations.
  • We run a New Horizons Returners Programme to support individuals returning to work after an extended career break.

Measuring up

We’re convinced that D&I makes us a better company and we have introduced a series of measures to keep us on track.

Objectives - Each D&I priority has defined objectives incorporated into our business goals.

Targets - To continuously improve our performance, we set goals and targets.

Reviews - We use data to track progress, as well as measure (voluntarily and confidentially) and audit our performance to drive continuous improvement.

Accountability - We hold senior leaders accountable for our D&I progress.

Customer experience - We assess and enhance our customer experience to meet the needs of all clients.