Fidelity International has announced the appointment of Graham Folley as the new Head of Model Portfolio Service (MPS) and Intermediary Solutions. This newly created position aims to enhance the firm’s services for UK advisers and distribution partners.
Role and Responsibilities of Graham Folley
Folley will be instrumental in developing and executing Fidelity’s MPS alongside its broader intermediary solutions strategy. His focus will be on:
- Expanding the range of solutions available to intermediaries.
- Ensuring a consistent and streamlined service experience across all channels.
Expertise and Background
Based in London, Graham Folley brings over 30 years of experience in intermediary distribution and investment solutions. Prior to joining Fidelity, he served at Quilter for 22 years. His last role there was as Head of Business Development and Discretionary Sales.
Industry Insights
Dennis Pellerito, Head of Wholesale at Fidelity International, emphasized the importance of MPS in UK wealth management. He noted:
- The growth of MPS is a significant trend in the industry.
- Advisers are seeking partners with deep investment expertise.
Future Outlook
Folley expressed enthusiasm about joining Fidelity International during a period of increasing demand for high-quality, outcome-focused Model Portfolio Services. He underscored the firm’s strong global research platform and heritage in investments as key advantages.
Looking ahead, Folley aims to collaborate with colleagues and adviser partners to further enhance Fidelity’s service offerings in the Model Portfolio space.
