Fidelity Wealth: Targeting digitally-savvy mass affluent investors
- Pages: 17
- Published: November 2015
- Report Code: ML00019-054
According to Verdict Financial's 2013”’14 Financial Services Consumer Insight (FSCI) Survey, one fifth of global mass affluent investors are self-directed, meaning they do not seek professional advice on their investments. Fidelity targets this market with its Wealth Service proposition, aimed at those with more than £100,000 to invest.
Scope
Learn why Fidelity targets the mass affluent market
Understand the strategies Fidelity has adopted in a bid to attract high net worth and mass affluent investors
Understand how digital channels are vital in the investment space and where Fidelity succeeds and fails in this regard
Reasons to buy
Why does Fidelity target the mass affluent?How does Fidelity seek to satisfy the requirements of such investors?
What products and services does Fidelity offer?
How can Fidelity improve its digital platforms to better meet the needs of its customers?
Companies mentioned
None
Table of Contents
List of Tables
List of Figures
Pricing
Discounts available for multiple purchases.