Fisher Investments UK Reviews and Awards - April 2025
Hiring a money manager is one of the most important decisions you can make, but doing your due diligence can be difficult. Our industry is rife with opinions and advice from many seemingly well-intentioned people, but how do you know whom to trust? If youāre in the process of reviewing your options, including Fisher Investments UK, we put this page together to help you with your due diligence process.
How do you evaluate money managers?
Understanding the credibility of a potential money manager is critical to making a good decision for your financial future. Your due diligence requires careful investigation and thought. Before you decide to hire any money manager, Fisher Investments UK recommends asking the following questions as part of your review:
- How can I trust my money manager is putting my needs first?
- How does my money manager allocate my assets to meet my unique financial goals?
- Will I have a dedicated point of contact who knows me and my financial situation?
- Does my money manager have a verified performance history of successfully navigating various market cycles over time for their clients?
You may also want to:
- Search the Financial Conduct Authority (FCA) register to check if the investment provider or adviser you're considering is authorised.
- Consider third-party industry awards and recognition from reliable sources, such as MoneyAge, Pensions & Investments, or others.
What should you know as you review Fisher Investments UK?
Fisher Investments UK takes the time to understand your overall financial situation, including your financial goals, needs, investment time horizon and much more.
Fisher Investments UK is based in the UK and regulated by the Financial Conduct Authority (FCA).
Fisher Investment UK provides restricted advice only. This means that we only recommend certain products and services offered by a limited number of third parties. At the conclusion of this detailed review, we may recommend, where deemed suitable, an asset allocation strategy we feel best fits your particular situation, along with a recommendation for the discretionary investment management services of our parent company, Fisher Investments. Fisher Investments is based in the United States and regulated by the Securities and Exchange Commission. This means that certain of the protections in the UK of retail customers may not apply.
We believe our commitment to unparalleled client service and a flexible investment approach are just some of the features that set us apart.
Don’t just take our word for it. Fisher Investments UK was named UK Best Workplaces™ recipient and UK Best Workplaces™ for Women by Great Place To Work® and Active Manager of the Year by MoneyAge.
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Great Place to Work ā Certified ā¢ - UK
Fisher Investments UK has been Certifiedā¢ a great workplace by the independent analysts at Great Place to WorkĀ®, a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune ā100 Best Companies to Work ForĀ®ā list. Great Place to WorkĀ® anonymously surveyed Fisher Investments UK employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments UK.
Disclosure: Great Place to Work certifies companies based on employees' responses to their industry-defining Trust Index© Survey. Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less. Fisher Investments and its affiliates pay a participation fee to Great Place to Work®, which covers the cost of administering the survey to employees and the analysis and delivery of survey results. For more information, please visit: Certified Organizations and Our Methodology.
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UK Best Workplacesā¢
Fisher Investments UK was named a 2025 UK's Best Workplaces™ recipient from Great Place To Work®—the global authority on workplace culture—for creating a positive employee work environment.
Disclosure: To determine the 2025 Best Workplaces™ in the UK, Great Place to Work® analysed anonymous survey feedback from Fisher Investments UK employees. Employees responded to more than 60 survey questions describing the extent to which their organisation creates a great work environment. Based on these survey results and a company culture questionnaire, Fisher Investments UK earned Best Workplaces™ recognition and certification in the UK. Fisher Investments and its affiliates pay a participation fee to Great Place to Work®, which covers the cost of administering the survey to employees and the analysis and delivery of survey results. For more information, please visit: https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK.
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UK's Best Workplaceā¢ for Wellbeing
In February 2022, Great Place to WorkĀ® UK recognised Fisher Investments UK for cultivating high-levels of employee wellbeing in their inaugural UKās Best Workplaceā¢ for Wellbeing rankings. Fisher Investments UK was among the first organisations recognised in the UKās Best Workplaceā¢ for Wellbeing large company category rankings.
Disclosure: Great Place to WorkĀ® UK experts analyse thousands of anonymous employee surveys assessing fundamental facets of employee wellbeing to receive the recognition. These include work-life balance, job satisfaction, sense of fulfillment, psychological safety and financial security. Companies must have been Certifiedā¢ by Great Place to WorkĀ® UK in 2021 to be eligible, and are evaluated according to their size.
Great Place to WorkĀ® UK is an independent authority on workplace culture and employee experience. Fisher Investments pays a fee which covers administration costs and results analysis. For more information on Great Place to WorkĀ®, please visit: www.greatplacetowork.co.uk or https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK.
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Wealth & Asset Management Awards ā Equities Manager of the Year
MoneyAge recognised Fisher Investments as their 2023 "Equities Manager of the Year" at the fifth annual Wealth & Asset Management Awards. This is the first time Fisher Investments has been recognised as "Equities Manager of the Year" by MoneyAge.
Disclosure: MoneyAge chose winners based on recommendations from an independent panel of expert judges from within the sector considering factors such as customer service and effective portfolio management. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit: https://www.moneyage.co.uk/assetmanagementawards/winners23.php
As of 31/03/2025, over 175,000 clients globally have done their due diligence on Fisher Investments and chosen to entrust us with their financial futures. We’re proud of our clients’ continued confidence in us.
What should you know about online reviews?
Fisher Investments UK knows that researching other peopleās experiences with different service providers can be helpful in making purchasing decisions. For example, reading reviews about a hotel or restaurant you might visit. However, weād caution against making decisions on online reviews alone, particularly when considering your money management options. The internet abounds with unverified users posting reviews of businesses (often paid by third parties to do so) or suspicious āreview sitesā with hidden conflicts of interest.
Hereās a list of useful tips to consider when youāre trying to sort out the facts from the noise in online reviews:
- Does the review seem like it is from a real person with actual first-hand experience?
- Does the review site verify their users by asking for an email, login, dates of experience with a service provider, etc.? Could anyone leave a review for any reason?
- Does this review cover a period of time showing the adviser throughout a market cycle, or is it simply driven by the short-term performance of the market?
- Is the review overwhelmingly biased toward one view?
Competitor Reviews
In todayās online world, many businesses try to get their websites to appear in search results for competitors in an attempt to win business. One tactic is to provide a āreviewā of a competitor online. However, this tactic is one-sided, often hides important information (like conflicts of interest), spreads misinformation orāat its bestāis based on limited information. It also presents the opportunity to cherry-pick data that may not represent actual, real world client results.
Is Fisher Investments UK a good choice?
Fisher Investments UK recommends reviewing an investment professional from multiple perspectives. Along with evaluating awards and recognition, we believe asking the right questions increases the likelihood a money manager can help you meet your goals. If you trust the answers, review available customer experiences from verified sources to help evaluate the firm.
Fisher Investments UK believes the right fit for you is a firm that understands your goals and has experience helping similar clients with similar goals achieve success. Trusting an adviser with your nest egg is a big step. Fisher Investments UK recommends thinking critically and holistically about the process so youāre set up for success.
Is Fisher Investments UK a reputable company?
Fisher Investments UKās parent company, Fisher Investments, is one of the worldās largest privately owned US based investment managers. From our founding in 1979, our firm has been structured to help us put your interests first and we believe our time-tested, top-down investment approach is critical to our clientsā investing success.
We provide a tailored approach to investment management and financial planning. This starts with a comprehensive assessment of your financial situation that informs your investment strategy and considers important factors outside of your portfolio.
Fisher Investments UK reviews market performance and provides continuous education to clients via Investments Counsellors and other resources including seminars, webinars and other communications from senior members of the firmās investments team.
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*As of 31/03/2025
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