Membership Directory - Individual
Jan Schepanek
Head of Personal Investing & Advisory Germany at Fidelity International
About
Bio: Jan is Head of Personal Investing & Advisory for Germany at Fidelity International. Jan first joined Fidelity in 2015 and has over 17 years of asset and wealth management industry experience across distribution and strategy. Since joining Fidelity, he has been working in different business management roles: first for the operations in Germany (2015-2018) and, more recently, in the Office of the CEO, supporting Anne Richards (2018-2021).
In June 2021, Jan was appointed Head of Personal Investing & Advisory Germany and is responsible for Fidelity's direct-to-consumer distribution business, including the digital advice offering Fidelity Wealth Expert and the Adviser Business FFB in Germany overseeing over $35bn in client assets. Jan is a member of Fidelity's Global Diversity & Inclusion Committee and Co-Executive Sponsor of the LGBT+ Employee Network.
Before joining Fidelity, Jan worked in asset and wealth management roles with Deutsche Bank Group and Morgan Stanley. He holds a master's degree from EBS Oestrich-Winkel and an MBA from Yale.
In June 2021, Jan was appointed Head of Personal Investing & Advisory Germany and is responsible for Fidelity's direct-to-consumer distribution business, including the digital advice offering Fidelity Wealth Expert and the Adviser Business FFB in Germany overseeing over $35bn in client assets. Jan is a member of Fidelity's Global Diversity & Inclusion Committee and Co-Executive Sponsor of the LGBT+ Employee Network.
Before joining Fidelity, Jan worked in asset and wealth management roles with Deutsche Bank Group and Morgan Stanley. He holds a master's degree from EBS Oestrich-Winkel and an MBA from Yale.