Fidelity Institutional Wealth Services

Overview

Fidelity Institutional Wealth Services is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and Third Party Administrators. The company is able to leverage the capital, resources and expertise of the Fidelity organization, one of the world’s largest financial services companies, on behalf of its clients. This includes access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals – all designed to help its clients thrive by growing their businesses, more effectively meeting customer needs, and enhancing operational efficiency and profitability. Fidelity Institutional Wealth Services custodies more than $655 billion in assets on behalf of nearly 3,300 clients, as of March 31, 2013. For more information about Fidelity’s services, please visit http://fiws.fidelity.com.

Assets

Q1 business highlights

Organization

Location

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