1. Getting to Know You
Successful long-term wealth management requires building a portfolio suited to your unique financial situation, goals and objectives.
Running out of money in retirement is one of the biggest risks investors face. Working your whole life to gather enough wealth for retirement, only to realise too late it’s just not enough, can be devastating. This guide addresses important issues investors face in retirement.
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While interacting with our clients, we glean many valuable insights on how they became successful and accumulated wealth, and what they are doing to maximise their lifestyles today. For the first time, we’ve compiled 99 of the best retirement tips into one easy-to-read guide.
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Do you know how much your retirement will cost? Have you considered how you will pay for it? Do you know how to generate the retirement income you’ll need? These can be stressful questions which are often put off for too long. Fortunately, Fisher Investments UK has helped tens of thousands of individuals answer important questions like these.
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Fisher Investments UK offers Portfolio Management tailored to your long-term goals. Your assets are held at recognised UK custodians and managed by Fisher Investments in the United States.
Why Fisher is Different:
You will receive unique, proactive service from a dedicated Investment Counsellor. Additionally, you will receive regular market updates: via reports, websites, etc. Fees are competitive, transparent, and based on the size of your portfolio.
Trust and Stability:
The Fisher organisation has a long history of managing global investments and helping clients reach their long-term goals and objectives. You will benefit from the stability of an organisation that manages over £75 billion in assets and has more than 50,000 customers worldwide.** Fisher Investments UK has been offering services to UK investors since 2000.
Fisher Investments is a wealth manager, not a stockbroker or bank, whose aim is to avoid conflicts of interest by being completely independent of all other institutions and by not holding client assets.
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Fisher Investments seeks to maximise opportunity and manage risk by investing globally. Many British investors tend to overweight their portfolios with British shares. However, the UK makes up only a small part of global equity markets. Investing globally can help you take advantage of worldwide opportunities that many miss.
Unlike some wealth managers, banks and funds that focus on narrow market categories that may move in and out of favour, Fisher Investments can adjust its investment strategy depending on its forward-looking view of market conditions.
Learn more about Fisher Investments portfolio management strategy and investment philosophy and how we can help you achieve your long-term goals and objectives.
Investing in equity markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance. The value of investments and the income from them will fluctuate with world equity markets and international currency exchange rates.
Founder Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 to 2017, making him the longest continually running columnist in the magazine’s history.
Fisher Investments has been named on The Financial Times’ FT300 list for the fourth consecutive year: 2014 - 2017
In October 2016, Fisher Investments was ranked #164 on the Pensions and Investments/Towers Watson list of the World’s 500 largest money managers.
Fisher Investments is ranked on the Pensions and Investments/Towers Watson World’s 500 Largest Asset Managers list, November 2015. Fisher Investments UK is the trading name of Fisher Investments Europe, a wholly-owned subsidiary of Fisher Investments.
**As of 01/07/2018. Includes Fisher Investments and its subsidiaries.