Fisher Investments UK is the trading name of Fisher Investments Europe. Fisher Investments Europe offers the investment management services of its parent company, Fisher Investments. Fisher Investments first began managing discretionary assets in 1979, with the goal of always putting clients first. Fisher Investments was founded by Ken Fisher—the longest-running columnist in Forbes magazine’s history.
Fisher Investments has more than £73 billion of assets under its management, including £40 billion for North American private investors, over £28 billion for institutional investors and over £6 billion for European private investors. Today, Fisher Investments manages assets for over 175 institutional clients and more than 50,000 high net worth individual clients.
The Fisher group’s primary goal is to help clients achieve their investing goals through active and personalised asset management—a process supported by a rigorous investing process and proactive, high-touch client service.
Kirsty Craig, Private Client Director | Who is our Client?
Personalised Money Management.
As a client of Fisher Investments UK, your portfolio is managed by our parent company, Fisher Investments, in the US.
Fisher Investments starts with a top-down investing process and the belief that the most important investing decision is your asset allocation—the mix of equities, fixed interest, cash and other securities in your portfolio. To determine a personalised asset allocation and portfolio strategy consistent with your goals and objectives, your initial and ongoing contacts will speak with you in detail to determine your complete financial picture. As your circumstances change over time, your portfolio may also need to change, which is one reason we regularly and proactively reach out to clients to reassess needs.
Your Investment Counsellor.
As a client, you will receive a dedicated Investment Counsellor who proactively provides education and ensures your asset management needs are being met. Your Investment Counsellor will call you on a regular basis not only to answer market-related questions you may have, but also to discuss market events and explain what is happening, our view of the reasons behind it and any potential portfolio impact. Investment Counsellors also act as your line of communication to the Investment Policy Committee, the five-member group which makes all decisions in client portfolios.
Your Investment Counsellor is there to help you stay on track in your investing journey, and to help you understand your portfolio and our market outlook. Further, you will have access to resources to help enrich your understanding and experience of how the Fisher group works to assist you with the following:
- Optimising Your Investments: whether you need capital growth, liquidity or other factors
- Retirement Planning: pension funds, property investment decisions and fixed-interest products
- Inheritance Planning: trusts and funds
- Achieving Tax Efficiency: capital gains, income tax allowances and pension contributions
- Understanding Financial News and Legislation
Beginning the Journey.
As a client of Fisher Investments UK, you can expect that we will aim to learn all about your current investing approach and your financial goals.
We will then help you develop a model asset allocation suitable for you and your goals.
If you would like to find out more about becoming a client, contact us. Or, explore our selection of investing guides to learn more about our approach.