Fidelity Gestion is a large advisory firm based in Paris. It manages $3.53 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2004.
Fidelity Gestion provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fidelity Gestion is $3.53 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fidelity Gestion for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Charles Gordon has served as the Chief Investment Officer since 1 Sep 2005. Barbara Ann Stock joined the executive team most recently as the Head Of Global Oversight, Chief Compliance Officer.
The principal office where Fidelity Gestion performs its advisory services is located at Washington Plaza, Paris, 75008, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 00-331-73-04-3000 or by fax 00-331-73-04-3603. The normal business hours are 9am - 6pm on Monday - Friday. You can find more information about the New York firm at www.fidelity.fr.