Strategy

Fidelity Investments Launches New Service For Its Advisors

Tom Burroughes Editor London 16 March 2010

Fidelity Investments Launches New Service For Its Advisors

Fidelity Investments has launched what it calls a new client experience organisation to meet needs of its advisor clients across different business segments, according to media reports.

The segments affected are Fidelity Institutional Wealth Services, National Financial, Fidelity Family Office Services, and Fidelity Capital Markets.

The new organization will be headed by Maggie Serravalli, an executive VP who has overseen client experience for Fidelity’s Operations and Services Group since June 2007. She maintains responsibility for client management and client service teams at the firm’s brokerage business.

In a report by Investment Advisor, Serravalli was quoted as saying: “A strong service culture has always been part of our DNA and this new organization allows us to enhance the overall client experience.”

The new service teams will be located in Smithfield, Rhode Island, and Westlake, Texas.

Register for WealthBriefingAsia today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes