We offer personalised wealth management strategies with the ability to devise a tailored plan for each client and outsource portfolio management to our US-based parent company, FAM.
The Fisher Difference
We believe our structure that is designed to always put our clients’ interests first, combined with Fisher Asset Management, LLC (“FAM”)'s expertise and top-down investment approach, are unique in our industry.
Our Structure and Values Help Ensure We Always Put Clients’ Interests First
From the founding of our US-based parent company, FAM, in 1979, the global Fisher group of companies has always sought to put clients’ interests first. FAM separates client service, portfolio management responsibilities and business development, allowing employees to build breadth and depth in their areas of expertise. We believe this division of labour directly benefits clients by giving them full attention and care at every step of the relationship.
FAM's Investment Approach
We believe FAM's global investment process and philosophy are critical to clients’ investing success. FAM's time-tested, top-down investment process starts by analysing global economic, political and sentiment drivers to forecast market conditions and develop investment themes. We believe this approach can help identify and take advantage of the best investing opportunities.
FAM's Depth of Investment Expertise
FAM's five-member Investment Policy Committee (IPC) monitors global economic, political and sentiment drivers to forecast market conditions and makes strategic decisions for client investment strategies. The IPC has over 175 combined years of industry experience.
Privately Held
FAM and its affiliates are privately owned and controlled. Being privately held means we control our own destiny. In our view, this enables us to think unconventionally and helps us do what’s best for clients.
Our Structure and Values Help Ensure We Always Put Clients’ Interests First
Learn More About Our CultureFrom the founding of our US-based parent company, FAM, in 1979, the global Fisher group of companies has always sought to put clients’ interests first. FAM separates client service, portfolio management responsibilities and business development, allowing employees to build breadth and depth in their areas of expertise. We believe this division of labour directly benefits clients by giving them full attention and care at every step of the relationship.
FAM's Investment Approach
Read About Our Top-Down Investment ApproachWe believe FAM's global investment process and philosophy are critical to clients’ investing success. FAM's time-tested, top-down investment process starts by analysing global economic, political and sentiment drivers to forecast market conditions and develop investment themes. We believe this approach can help identify and take advantage of the best investing opportunities.
FAM's Depth of Investment Expertise
Meet the IPCFAM's five-member Investment Policy Committee (IPC) monitors global economic, political and sentiment drivers to forecast market conditions and makes strategic decisions for client investment strategies. The IPC has over 175 combined years of industry experience.
Privately Held
Learn More About the Fisher StoryFAM and its affiliates are privately owned and controlled. Being privately held means we control our own destiny. In our view, this enables us to think unconventionally and helps us do what’s best for clients.
Who We Serve
Institutional Investors
FAM and its affiliates have a long history of managing assets for some of the world’s largest, most-prestigious institutions, including corporations, pensions, endowments, sovereign wealth funds and many others.
Contact Us
Connect with our knowledgeable team to learn more about working with Fisher Investments.