Fisher Investments UK is the trading name of Fisher Investments Europe. Fisher Investments Europe offers the investment management services of its parent company, Fisher Investments. Fisher Investments first began managing discretionary assets in 1979, with the goal of always putting clients first. Fisher Investments was founded by Ken Fisher—the longest-running columnist in Forbes magazine’s history.
As of 30/06/2021, Fisher Investments and its subsidiaries manage over £136 billion in assets globally—over £104 billion for private investors, £30 billion for institutional investors and £1 billion for US small to mid-sized business retirement plans. [i] Today, Fisher Investments manages assets for more than 95,000 clients.[ii]
The Fisher group’s primary goal is to help clients achieve their investing goals through active and personalised asset management—a process supported by a rigorous investing process and proactive, high-touch client service.
As a client of Fisher Investments UK, your portfolio is managed by our parent company, Fisher Investments, in the US.
Fisher Investments starts with a top-down investing process and the belief that the most important investing decision is your asset allocation—the mix of equities, fixed interest, cash and other securities in your portfolio. To determine a personalised asset allocation and portfolio strategy consistent with your goals and objectives, your initial and ongoing contacts will speak with you in detail to determine your complete financial picture. As your circumstances change over time, your portfolio may also need to change, which is one reason we regularly and proactively reach out to clients to reassess needs.
As a client, you will receive a dedicated Investment Counsellor who proactively provides education and ensures your asset management needs are being met. Your Investment Counsellor will call you on a regular basis not only to answer market-related questions you may have, but also to discuss market events and explain what is happening, our view of the reasons behind it and any potential portfolio impact. Investment Counsellors also act as your line of communication to the Investment Policy Committee, the five-member group which makes all decisions in client portfolios.
Your Investment Counsellor is there to help you stay on track in your investing journey, and to help you understand your portfolio and our market outlook. Further, you will have access to resources to help enrich your understanding and experience of how the Fisher group works to assist you with the following:
As a client of Fisher Investments UK, you can expect that we will aim to learn all about your current investing approach and your financial goals.
We will then help you develop a model asset allocation suitable for you and your goals.
How we discharge our responsibilities under the UK Stewardship Code of the Financial Planning Council.
[i] As of 30/06/2021. Includes Fisher Investments and its subsidiaries.
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.