1970s: Ken Fisher’s theoretical work in the 1970s pioneered the use of the Price-to-Sales Ratio and detailed its relevance as a tool for investment analysis. This tool was used to help manage small cap value portfolios for our institutional investors.
1979: Ken Fisher founded Fisher Investments in the US and began managing discretionary assets with a fundamental belief in capitalism and free capital markets. His investment philosophy was rooted in the simple notion that supply and demand are the sole determinants of securities pricing, and capital markets are relatively efficient discounters of all widely known information. Thus, to add value through active management, one must identify information not widely known or interpret widely-known information differently – and correctly – from other market participants.
Mid-1980s: Fisher Investments contributed to the recognition of distinct investment styles and used these advancements as the foundation for a new series of broad mandate strategies, including Global Total Return, US Total Return and Foreign Equity.
Mid-1990s: Fisher Investments began offering separate portfolio management directly to US high net worth individuals through its Private Client Group.
Early 2000: Fisher Investments expanded its service offerings into Canada and established Fisher Investments Europe as a wholly-owned subsidiary in the United Kingdom. Fisher Investments UK is a trading name used by Fisher Investments Europe.
2007: Fisher Investments entered into a joint venture partnership with Grüner Fisher Investments GmbH (now a wholly-owned subsidiary), which provides portfolio management services to investors in Germany.
2012: Fisher Investments Europe began conducting business in other European countries. After four short years, Fisher Investments Europe conducts business in eight European countries (excluding the UK).
In addition, Fisher Investments has dedicated significant resources to the emerging field of behavioural finance to better understand not just the tools of finance, but also how investors use these tools. This research has led Fisher Investments to develop practical applications of behavioural finance in its portfolio management process. Ken Fisher’s research has been showcased in numerous financial journals, including the Financial Analysts Journal and The Journal of Portfolio Management.
Fisher Investments UK’s parent company Fisher Investments is an independent US-based investment adviser. In 1979, Ken Fisher founded Fisher Investments in the US and began helping US institutional clients achieve their financial goals. From the very beginning, Fisher Investments’ philosophy has been rooted in a fundamental belief in capitalism and free capital markets. The firm’s approach to investment management is built on the simple notion that supply and demand are the sole determinants of securities pricing.
Fisher Investments believes there are only two ways to reliably add value through active management as an adviser:
These fundamental beliefs have supported the firm and the entire Fisher organisation throughout its history.
Ken Fisher's theoretical work in the 1970s popularised the use of the Price-to-Sales Ratio and detailed its relevance as a tool for investing analysis. This tool compares a company’s stock price to its revenues and can help determine whether a particular stock may be over- or undervalued. Fisher Investments first used this tool as an adviser to help manage portfolios for institutional investors. In the 1980s, Fisher Investments played a key role in the definition of distinct investing styles. The firm used these advancements as the foundation for a new series of investment strategies, including Global Total Return, US Total Return and Foreign Equity.
In the mid-1990s, Fisher Investments extended the firm’s investment advisory services to US high-net-worth individuals by offering separate portfolio management and financial advice under its Private Client Group. In early 2000, Fisher Investments expanded the firm’s service offerings into Canada and the United Kingdom. In 2007, Fisher Investments entered into a joint venture partnership with Grüner Fisher Investments GmbH—now a wholly owned subsidiary of Fisher Investments—which offered its services to investors in Germany. In 2012, Fisher Investments Europe —a subsidiary of Fisher Investments—began conducting business in other European countries.
As of 31/03/2022, Fisher Investments and its subsidiaries manage over £150 billion in assets—over £118 billion for North American private investors, over £29 billion for institutional investors and over £12 billion for European private investors.
Fisher Investments UK and its US-based parent company Fisher Investments aim to help clients achieve their long-term financial goals by giving them access to high-touch client service and financial advice along with a flexible approach to global investing. Our firm’s approach focuses on evaluating your current assets, gathering information on your current financial situation and long-term goals and providing an initial recommendation for your optimal asset allocation—mix of stocks, bonds, cash and other securities—to help you reach those goals. We believe this focus on clients and their goals is what helps us differentiate us as an adviser in the financial industry.
As a client of Fisher Investments, you will receive a dedicated Investment Counsellor who understands your personal situation, long-term retirement and financial goals and market risk concerns. Your Investment Counsellor will proactively reach out to you regularly in order to make sure your situation has not changed and update you on your account.
Fisher Investments provides portfolio management services, and the firm’s five-member Investment Policy Committee (IPC) has over 150 combined years of industry experience. The IPC makes ongoing markets forecasts backed by Fisher Investments’ extensive Research Department. As a client, your Investment Counsellor will help keep you up to date on the IPC’s market outlook and your current portfolio strategy.
Ken Fisher, Fisher Investments UK’s Executive Chairman and Founder, has been featured in numerous financial journals, including the Financial Analysts Journal and The Journal of Portfolio Management. In 1984, Ken Fisher began writing his monthly “Portfolio Strategy” column for Forbes magazine in the US, which ran for over 30 years. Ken currently writes for Germany’s Focus Money; Denmark’s leading business newspaper, Børsen; the Netherlands’ largest newspaper, De Telegraaf; Switzerland’s leading business paper, Handelszeitung; Spain’s largest business website and newspaper, elEconomista; Italy’s third largest newspaper and number one business paper, Il Sole 24 Ore; France’s L’Opinion; Belgium’s La Libre; Austria’s Trend; Caixin—often referred to as the Bloomberg of China; the Hong Kong Economic Journal; Taiwan’s Business Weekly; South Korea’s largest business paper, Chosun Mint; Japan’s Diamond Weekly; and Singapore’s The Business Times. In addition, several of Ken's books—such as Debunkery (2010), How to Smell a Rat: The Five Signs of Financial Fraud (2009), The Ten Roads to Riches (2008) and The Only Three Questions That Count (2006)—were New York Times bestsellers.
Contact Fisher Investments UK to speak with one of our qualified professionals or download one of our educational guides today. Whether you are wondering about pension planning, retirement planning, financial planning or more general financial advice in order to fund your future now and throughout retirement, we think we can help. Start the conversation today.
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.