Download the transcript
Our guest in this episode is Anne Richards CVO, CBE, FRSE, and CEO of Fidelity International. Fidelity International offers investment solutions and retirement expertise to more than 2.85 million customers globally.
As a privately held, purpose-driven company with a 50-year heritage, they think generationally and invest for the long term. Fidelity International operates in more than 20 countries and with $665.2 billion in total assets (as of 30/06/22) their clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals. Anne begins by describing her upbringing in Edinburgh, the decision to study electronic and electrical engineering, spending time at CERN, before going to INSEAD for an MBA.
She then describes the purpose of Fidelity International and the changing demands of the investing population. Anne discusses the ability of technology to serve clients, developing a culture that embraces and encourages the “brave, bold, curious and compassionate”, before explaining how ESG principles are embedded into all their research work.
She talks about the decline of public market listings, the importance of research in public and private investing, and giving their managers enough room for manoeuvre. Finally, she talks about her drive and hunger to have more women work in finance and shares some career tips.
Never miss an episode
Be the first to listen to new episodes and receive a breakdown of the key points discussed.