Frequently Asked Questions

Fisher Investments UK is a private, independent wealth management company, and a wholly-owned subsidiary of Fisher Investments, a large independent private asset manager with over £155 billion* in assets.

*As of 31/03/2023 Fisher Investments and its subsidiaries manage over £155 billion in assets—over £126 billion for private investors and over £26 billion for institutional investors.

Fisher Investments UK offers personalised portfolio management services provided by Fisher Investments to clients in the UK. Fisher Investments UK has no involvement in investment banking activities, an area often presenting numerous conflicts of interest. Fisher Investments' investment professionals provide a wide range of wealth management strategies for individuals and institutions.

Fisher Investments is continually committed to developing new technologies to understand capital markets and has pioneered numerous financial innovations over the past 20+ years. At the core of Fisher’s principles are fundamental beliefs in capitalism, how free capital markets function, and that capital markets are relatively efficient discounters of all widely known information. To add value through active management, one must identify information not commonly known or interpret widely-known information differently (and correctly) from other market participants.

Fisher Investments UK and Fisher Investments each receive a transparent initial funding fee, and Fisher Investments receives an ongoing annual management fee based on a percentage of clients' assets under management. The ongoing fee aligns Fisher Investments’ interest with its clients’ interests, in contrast to some commission-based approaches offered by other investment firms. The fee schedule is generally competitive with other alternatives available to high net worth individuals. Please contact Fisher Investments UK and a member of our staff will be happy to address any specific situations and the relevant fees.

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.