The Fisher Difference

Fisher Investments Europe Limited, trading as Fisher Investments UK, is authorised and regulated by the UK Financial Conduct Authority (FCA Number 191609) and is registered in England (Company Number 3850593). Fisher Investments Europe Limited Headquarters: 2nd Floor, 6-10 Whitfield Street, London, W1T 2RE, United Kingdom.

Fisher Investments Europe Limited’s parent company, Fisher Asset Management, LLC, trading under the name Fisher Investments, is established in the USA and regulated by the US Securities and Exchange Commission. Investment management services are provided by Fisher Investments.

Investment advisers are in a competitive industry, and it can be difficult to know what to look for when comparing different investment advisers. Below are just a few of the features we think set Fisher Investments UK and its parent company Fisher Investments apart from other investment advisers, money managers and banks.

Private Ownership

Fisher Investments UK and Fisher Investments are privately owned firms. This allows the global Fisher organisation to control its own destiny and focus on what’s right for clients.

Flexible Approach

Fisher Investments UK offers the portfolio management services of its parent firm, Fisher Investments. Unlike some investment advisers and funds focusing on narrow market categories that may move in and out of favour, Fisher Investments can adjust its investment strategy depending on its forward-looking market forecast.

No investment adviser is correct every time, including Fisher Investments, but the lessons learned from managing investments through multiple decades and many market cycles provide invaluable insight.

Global Investing

Fisher Investments seeks to maximise opportunity and manage risk for clients by investing globally. Some UK investment advisers may suggest investing solely on UK shares. However, the UK makes up just one part of the vast global equity market.

Fisher Investments helps their clients achieve intelligent diversification through global investing. Risk is inherent in investing, but through diversification, investment advisers can help you reduce exposure to any single country, region, industry or company. By mixing and matching assets, we believe an investment adviser can help you build a portfolio that is likely to be more resistant to volatility than one that is heavily concentrated in one single area.

Direct, Proactive Client Service

As a proactive investment adviser, Fisher Investments must keep clients up to date and well informed about their investments and portfolio strategy. Communication is the foundation of Fisher Investments’ client relationships. Fisher Investments provides each client a dedicated Investment Counsellor who is their link to Fisher Investments’ Investment Policy Committee (IPC). Your Investment Counsellor keeps you updated on our current market outlook while Fisher Investments also sends you quarterly reports.

Established Performance History

Members of the Fisher Investments Investment Policy Committee (IPC) have more than 130 combined years of industry experience. Founder Ken Fisher’s career as an investment adviser and market guru spans nearly four decades. Ken serves as Chairman and Director of Fisher Investments UK and Executive Chairman and Co-Chief Investment Officer of Fisher Investments. He is a New York Times best-selling author and is a regular contributor to Financial Times in the UK, Børsen in Denmark, De Telegraaf in The Netherlands, Focus Money in Germany, and USA Today. Fisher Investments’ US Private Client Group has a 20+ year performance history and Ken Fisher has a 30-year public history of market calls through his Forbes columns.

Competitive, Transparent Fee Structure

Fisher Investments UK and Fisher Investments aim to be as straightforward about fees as possible. Fisher Investments’ competitive ongoing management fee is calculated based on the size of clients’ assets under management and helps align Fisher Investments’ incentives with your best interests.

Portfolio Analysis & Evaluation

Fisher Investments UK can provide you with comprehensive portfolio analysis and advice. Unlike some investment advisers, we take the time to help you identify your long-term financial goals and assess your current portfolio to ensure you’re on track. We thoroughly review your individual circumstances and create a recommendation based on your time horizon, long-term goals and cash-flow needs in order to help you maximise the likelihood of achieving your goals.

Learn more about Fisher Investments UK today

Are you on track to reach your long-term financial goals? Does your current investment adviser have your best interests in mind? Fisher Investments UK can help you evaluate your current situation and investment strategy. Download one of our firm’s guides or contact us to learn more!

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.

*Market forecasts in Forbes represent Ken Fisher’s personal forecasts of the overall market and are not an indication of the performance of Fisher Investments UK or Fisher Investments or its clients. No guarantee is made regarding the accuracy of any market forecasts or the success of any investment strategy. Not all forecasts may be as accurate as those in the past.