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, Fisher Investments.
Our Value Proposition
We believe our structure that is designed to always put our clients’ interests first, combined with the expertise of our US-based parent, Fisher Investments, and their top-down investment approach are unique in our industry.
Our Structure and Values Help Ensure We Always Put Clients’ Interests First
Fisher Investments New Zealand provides investment management services to wholesale clients and delegates portfolio management to its US-based parent company, Fisher Investments.
From the founding of our US-based parent company, Fisher Investments, in 1979, the global Fisher group of companies has always sought to put clients’ interests first. Fisher Investments separates sales, client service and portfolio management responsibilities, 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.
Fisher Investments’ Investment Approach
We believe Fisher Investments’ global investment process and philosophy are critical to clients’ investing success. Fisher Investments’ 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.
Fisher Investments’ Depth of Investment Expertise
Fisher Investments’ 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
Fisher Investments 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 CultureFisher Investments New Zealand provides investment management services to wholesale clients and delegates portfolio management to its US-based parent company, Fisher Investments.
From the founding of our US-based parent company, Fisher Investments, in 1979, the global Fisher group of companies has always sought to put clients’ interests first. Fisher Investments separates sales, client service and portfolio management responsibilities, 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.
Fisher Investments’ Investment Approach
Read About Our Top-Down Investment ApproachWe believe Fisher Investments’ global investment process and philosophy are critical to clients’ investing success. Fisher Investments’ 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.
Fisher Investments’ Depth of Investment Expertise
Meet the IPCFisher Investments’ 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 StoryFisher Investments 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
Fisher Investments 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 New Zealand.