Portfolio Management at Fisher Investments Australia®

Fisher Investments Australia® is part of the global Fisher group of companies who serves a global client base of high net worth individuals and institutions—including corporate, public and multi-employer pension plans, foundations and endowments, insurance companies, healthcare organisations, governments and investment companies. Fisher Investments and its subsidiaries currently serve more than 150,000 clients worldwide.[i]

Fisher Investments Australia® offers investment management services to wholesale clients and outsources portfolio management to our parent company, Fisher Investments. Each client’s investment portfolio is tailored to their personal situation and goals as well as Fisher Investments’ forward-looking views of the market. All investment strategies are directed by Fisher Investments’ five-member Investment Policy Committee—who has over 150 combined years of industry experience and is supported by Fisher Investments’ in-house Research Department.

As a client, you are also assigned a dedicated Investment Counsellor—who knows you by name and serves as your liaison to Fisher Investments’ Investment Policy Committee—so you know what is going on in your account and why.

[i] As of 31/03/2024.