We offer personalised wealth management strategies with the ability to devise a tailored plan for each client, calling upon our parent company, FAM, for discretionary investment management services.
The Fisher Difference
We believe our structure, which is designed to always put our clients’ interests first, combined with our expertise and top-down investment approach are unique in our industry.
Our Structure and Values Help Ensure We Always Put Clients’ Interests First
When you become our client, Fisher Investments will serve as your investment manager, partially outsourcing aspects of day-to-day investment advice, portfolio management, and trading functions to our affiliates. In particular, Fisher Asset Management, LLC ("FAM"), our US-based parent company will conduct portfolio strategy decision-making. From FAM's founding in the United States in 1979, it has always sought to put clients’ interests first.
FAM and its affiliates separate sales, client service and portfolio management responsibilities. We believe this division of labour directly benefits you by giving you undivided attention and care at every step of the relationship.
You get direct, proactive service from your own Fisher Investments Investment Counsellor, who knows you by name and keeps you up-to-date on any important changes in your account. You’ll hear from Fisher Investments regularly, and not to sell you some new product. Fisher Investments aims to help you understand exactly what is going on in your account and why, so you feel comfortable with your portfolio.
FAM's Investment Approach
We believe FAM's global investment process and philosophy are critical to clients’ investing success. Our 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 CultureWhen you become our client, Fisher Investments will serve as your investment manager, partially outsourcing aspects of day-to-day investment advice, portfolio management, and trading functions to our affiliates. In particular, Fisher Asset Management, LLC ("FAM"), our US-based parent company will conduct portfolio strategy decision-making. From FAM's founding in the United States in 1979, it has always sought to put clients’ interests first.
FAM and its affiliates separate sales, client service and portfolio management responsibilities. We believe this division of labour directly benefits you by giving you undivided attention and care at every step of the relationship.
You get direct, proactive service from your own Fisher Investments Investment Counsellor, who knows you by name and keeps you up-to-date on any important changes in your account. You’ll hear from Fisher Investments regularly, and not to sell you some new product. Fisher Investments aims to help you understand exactly what is going on in your account and why, so you feel comfortable with your portfolio.
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. Our 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 Our 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.
Whom 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.