If you’re looking for an investment firm to manage your hard-earned assets and provide you with financial planning services —so you can enjoy your retirement or whatever else matters most to you in life—then you’ve come to the right place. Fisher Investments UK is a different kind of investment firm.
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. Fisher Investments is a privately owned investment adviser, currently managing over £168 billion for clients around the world.1 With roots as an institutional money manager, we provide the same investment expertise to individuals as our institutional clients. This means you get a more disciplined investment strategy and a higher level of service than you’ll find elsewhere.
For over 40 years, Fisher Investments has helped over 140,000 clients down the path of reaching their financial goals.2 We welcome the opportunity to learn more about your situation and mutually discover if we could be a fit for you.
The Fisher Investments organisation provides a tailored approach to investment management and financial planning that always puts clients first. This starts with a comprehensive assessment of your personal situation that informs your investment strategy and even considers important factors outside of your portfolio. The result is a highly personalised approach consistent with your goals and needs.
We don’t sell cookie-cutter portfolios. We take the time to understand your individual goals and needs, and build a tailored portfolio to help you meet your objectives. And we regularly check in on anything that may have changed.
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Fisher Investments and Fisher Investments UK charge one simple fee based on the size of the portfolio we manage for you. We structured our fees so we do better when you do better. There are never hidden or layered fees.
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Many of our clients are looking for their assets to last throughout their retirement years whilst generating income. We therefore take a longer-term view toward performance measurement.
Learn MoreUnlike some money managers that sell standardised portfolios, we tailor portfolios to your individual needs and goals. Fisher Investments UK doesn’t sell high-commission investment products and doesn't earn commissions on trades. We simply charge a management fee based on the size of your account–so we do better when you do better. Furthermore, you will have a dedicated Investment Counsellor who calls regularly to keep you informed (not because we have something to sell).
| Fisher Investments UK: |
|---|
 Tailors your portfolio to your goals and needs |
| Calls regularly to keep you informed |
| Never has hidden or layered fees |
| Some Money Managers: |
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 Provide standardised portfolios |
| Only call when they have something to sell |
| Won't give you a dedicated Investment Counsellor |
If you have £250,000 or more in investable assets, contact us today to find out how our Private Client Group can help you achieve a successful financial future in retirement.
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Many of our clients are looking for their assets to last throughout their retirement years while generating income. We therefore take a longer-term view toward performance measurement.
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Fisher Investments Private Client Group has representatives in the UK and in 16 countries internationally.
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1 As of 30/09/2023, Fisher Investments and its subsidiaries manage over £168 billion in assets globally—over £138 billion for private investors, £26 billion for institutional investors and £2 billion for US small to mid-sized business retirement plans.
2 As of 30/09/2023
Investing in financial 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 financial markets and international currency exchange rates.
