An independent and relationship based advisory firm with a unique global network of private investors.
Fidelia means loyalty, which is at the core of everything we do. We strive to build relationships with our clients, to become loyal partners to the families and clients we serve. Loyalty underpins our culture, demonstrated by the Founders’ long standing relationship and length of service of our team.
Fidelia is a management-owned business. Our team comes from leading investment banks, private equity, family offices and alternative capital placement agents which provides a breadth of experience to our clients.
The Fidelia team has an established track record of advising family offices and sourcing capital for co-investments and funds. We are committed to deliver a best-in-class service to our partners and have developed trusted relationships with a unique network of over 300 private investors.
We develop relationships for the long term and foster network effects between our partners.
We view our clients as long-term partners and tailor our approach to meet their needs. Being independent allows us to act and think freely, creating bespoke solutions that give our clients the best possible outcomes.
Our combined experience has enabled us to develop an unrivalled understanding of family offices, and our trusted relationships with founders and principal decision makers is the key component of our value-add approach.
We utilise our network to source differentiated alternative investments and partner with geographic, industry or sector specialist managers. Our capital sourcing approach is relationship-driven to foster long term commitment.
Independent advisor catering to the needs of first and multi-generation family offices and specialist investment managers