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Bespoke Investment Solutions

Working with you to enhance your business and meet your clients’ needs.

A changing industry landscape can create challenges unique to your business that cannot be solved by off-the-shelf products. In these instances, discussing the suitability of a more tailored service and how it could meet your specific requirements could help drive your business forward.

Our passion lies in creating innovative, client-led solutions and services across a range of investment capabilities. Our world-class investment expertise and globally interconnected infrastructure mean we are ideally placed to work together with you to design, build and deliver solutions and services that can support you and your clients’ needs over the long-term.

A range of solutions to meet your needs

While each of our solutions is customised to meet your specific needs, they can follow a basic framework within several different capabilities. This allows us to ensure that the most appropriate members of our global team are available to develop the right solution for you.

A collaborative approach to your challenges

We take a considered and collaborative approach to our work with you and want to clearly understand your pain points and business challenges. Throughout a series of comprehensive discussions, we seek to identify where our capabilities might best align with your needs before articulating a solution that fits your required outcomes.

Using an ongoing creation, feedback, and iterative development loop, we ensure our offering evolves to meet changes in the market environment and any new challenges you face, all while enhancing outcomes for you and your clients.

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To identify your challenges and how we may be able to help, our experts undertake a series of fact-finding and knowledge-sharing discussions to understand your business and areas of difficulty. We take advantage of our world-class proprietary research and understanding across a variety of topics to help identify areas where our expertise may align with the challenges you are facing.

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Our team reviews the information gathered and discuss where our capabilities may help you best. Our experts work with you to provide either one of our off-the-shelf solutions or take a bespoke, asset-class-agnostic approach that uses active or passive capabilities to find a solution that works best to deliver the outcomes you desire.

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Once a fully-articulated solution has been designed, we work with you to integrate it into your investment proposition as a custom mandate, fund or custom standardised service. Reporting and supporting materials are delivered, as required, to ensure you can continue to service your clients effectively and efficiently.

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We want to ensure that our solutions continue to meet your needs as they evolve and will work with you on an ongoing basis to develop further iterations that can meet any new challenges that arise. We will continue to review your solution to ensure it remains the most optimal approach to delivering your desired outcomes.

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Want to know more?

Get in touch with a member of our team to discuss your requirements and find out more information.

Contact us
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Katie Roberts, Global Head of Client Solutions & Services

Katie is Fidelity’s Global Head of Client Solutions & Services. She is responsible for all aspects of client engagement, leading a team that works closely with global clients and distribution teams to identify and develop the right investment strategies to meet evolving challenges. Katie works with the Global Head of Solutions & Multi Asset to develop the strategic vision for the team, collaborating with global investment colleagues to bring Fidelity’s capabilities to clients.

Risk warning

  • Reference to specific securities should not be construed as a recommendation to buy or sell these securities and is included for the purposes of illustration only.

  • Changes in currency exchange rates may affect the value of investments in overseas markets.

  • Investors should note that the views expressed may no longer be current and may have already been acted upon.

  • The value of investments and the income from them can go down as well as up so you may get back less than you invest. 

  • Past performance is not a reliable indicator of future returns.

Important Information

This material is for Institutional Investors and Investment Professionals only and should not be distributed to the general public or be relied upon by private investors.

This material is provided for information purposes only and is intended only for the person or entity to which it is sent. It must not be reproduced or circulated to any other party without prior permission of Fidelity.

This material does not constitute a distribution, an offer or solicitation to engage the investment management services of Fidelity, or an offer to buy or sell or the solicitation of any offer to buy or sell any securities in any jurisdiction or country where such distribution or offer is not authorised or would be contrary to local laws or regulations. Fidelity makes no representations that the contents are appropriate for use in all locations or that the transactions or services discussed are available or appropriate for sale or use in all jurisdictions or countries or by all investors or counterparties.

This communication is not directed at and must not be acted on by persons inside the United States. All persons and entities accessing the information do so on their own initiative and are responsible for compliance with applicable local laws and regulations and should consult their professional advisers.

This material may contain materials from third parties which are supplied by companies that are not affiliated with any Fidelity entity (Third-Party Content). Fidelity has not been involved in the preparation, adoption or editing of such third-party materials and does not explicitly or implicitly endorse or approve such content. Fidelity International is not responsible for any errors or omissions relating to specific information provided by third parties.

Fidelity International refers to the group of companies which form the global investment management organization that provides products and services in designated jurisdictions outside of North America. Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited. Fidelity only offers information on products and services and does not provide investment advice based on individual circumstances, other than when specifically stipulated by an appropriately authorised firm, in a formal communication with the client.

Any performance disclosure is not compliant with German regulations regarding retail clients and must therefore not be handed out to these. 

Investments should be made on the basis of the current sales prospectus and the Key Information Document (KID). These documents as well as the current annual and semi-annual reports are available free of charge from Fidelity International , Fidelity International | Home or can be requested free of charge from FIL Investment Services GmbH, Postfach 20 02 37, 60606 Frankfurt am Main and FIL Finance Services GmbH, Postfach 200237, 60606 Frankfurt/Main or via Globale Anlagelösungen | Fidelity International | Deutschland .

Investors/ potential investors can obtain information on their respective rights regarding complaints and litigation in English here: Complaints handling policy (Fidelity International ) and in German here: Beschwerdemanagement (Globale Anlagelösungen | Fidelity International | Deutschland ). The information above includes disclosure requirements of the fund’s management company according to Regulation (EU) 2019/1156.  

Unless stated differently, information dated as of July 2025.

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