The quiet success of Fidelity Investments

fidelity投资的悄然成功

Behind the Money

2025-12-17

21 分钟
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单集简介 ...

Despite its relatively low profile, Fidelity Investments is a sprawling beast when it comes to financial services. Last year, the firm’s revenues surpassed the world’s largest asset manager, BlackRock, by more than 50 per cent. The FT’s Emma Dunkley explains how Fidelity has come to dominate the sector, the secrets behind its success, and what hurdles it may have to jump through in the coming years as new challenges for asset managers arise.  The FT does not use generative AI to voice its podcasts. - - - - - - - - - - - - - - - - - - - - - - - - - -  For further reading: Can Fidelity keep its grip on America’s investments? The quiet queen of American finance How Fidelity’s Ned Johnson defied the curse of the boss’s son Trump opens US retirement plans to crypto and private equity investments - - - - - - - - - - - - - - - - - - - - - - - - - -  Follow Emma Dunkley on X (@EmDunks). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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  • My colleague Emma Dunkley is the FT's asset management reporter.

  • That means she writes a lot about the major asset managers, groups like Vanguard and BlackRock.

  • These are all massive financial institutions,

  • so she's pretty used to seeing some big figures when she reports on these company's annual results.

  • But earlier this year, she came across something that surprised even her.

  • So we saw some staggering numbers.

  • as one of the financial services firms in the US reported $32.7 billion of revenues last year.

  • And we were actually blown away by this

  • because the revenues turned out to be 50% or so more than the amount that BlackRock,

  • the world's largest asset manager, had reported.

  • And that wasn't the only figure that surprised her.

  • And then in the second quarter of this year,

  • the company showed assets under management of $6.4 trillion,

  • which positions it as one of the largest asset managers globally.

  • These figures come from the US-based group Fidelity Investments.

  • Now, Emma knew Fidelity a bit, but not as well as some of its competitors she covers regularly.

  • I knew it was a large asset manager in the US,

  • but they certainly don't caught attention like their higher-profile rivals.

  • And that got me and the editors thinking.

  • We don't actually do a huge amount on Fidelity and they're not hugely well known.