Fisher Investments UK Reviews and Awards - March 2026
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 you’re 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.
-
Great Place to Work – Certified ™ - UK
Fisher Investments UK has been Certified™ a great workplace by the independent analysts at Great Place to Work®, a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® 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.
-
UK Best Workplaces™
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.
-
2025 UK's Best Workplace™ for Wellbeing
Great Place to Work® UK recognised Fisher Investments UK for cultivating high-levels of employee wellbeing in their UK’s Best Workplace™ for Wellbeing rankings. Fisher Investments UK recognised in the UK’s Best Workplace™ for Wellbeing large company category rankings.
Disclosure: Great Place to Work® 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 fulfilment, psychological safety and financial security. Companies must have been Certified™ by Great Place to Work® UK to be eligible, and are evaluated according to their size.
Great Place to Work® UK is an independent authority on workplace culture and employee experience. 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 on Great Place to Work®, please visit: www.greatplacetowork.co.uk or https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK.
-
Wealth & Asset Management Awards – Equities Manager of the Year
MoneyAge recognised Fisher Investments as their "Equities Manager of the Year" at the seventh annual Wealth & Asset Management Awards.
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: Wealth and Asset Management Awards.
As of 31/12/2025, over 195,000 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 people’s 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, we’d 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 “review sites” with hidden conflicts of interest.
Here’s a list of useful tips to consider when you’re 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?
Frequently Asked Questions
-
Fisher Investments UK offers institutional-calibre money management to individual investors, which is provided by our US-based parent company, Fisher Investments. For those interested in our services, we take the time to learn about your financial goals, unique circumstances and current investments to help determine if we’re the right fit for your long-term goals.
Since its founding in 1979, Fisher Investments has developed innovative capital markets technologies for the purpose of helping clients reach their goals. Its investment management team, Fisher Investments' Investment Policy Committee (IPC), has more than 150 combined years of industry experience. The IPC collaboratively makes strategic and tactical investment decisions affecting client portfolios with the support of Fisher Investments' large research staff based on Fisher Investments' philosophy, research and view of current market conditions. Additionally, you can expect a high level of client service from Fisher Investments to help ensure you understand the approach and are comfortable with the management of your portfolio.
-
Yes, with decades of experience and a transparent, client-focused approach, Fisher Investments UK has established itself as a trustworthy and reputable financial adviser. Our parent company, Fisher Investments, has a well-established, tenured leadership team has been helping clients achieve their financial goals for over 45 years. Fisher Investments and its global affiliates currently manage £287 billion for more than 195,000 clients worldwide*. Corporations, pension funds, endowments and other organisations conduct in-depth analysis and thoroughly scrutinise a number of investment advisers before deciding which they’ll hire. Fisher Investments and its affiliates have a long history of managing assets for institutions and have been evaluated and hired by dozens of such organisations.
*As of 31/12/2025. Includes Fisher Investments and its affiliates.
-
In January 2025, Fisher Investments announced that Advent International and a wholly owned subsidiary of the Abu Dhabi Investment Authority completed a minority investment in the company. The transaction was part of Ken Fisher’s long-term estate planning and ensures Fisher Investments’ long-term private independence, culture, growth evolution and devotion to exceptional client service. Ken Fisher remains active in his current role as Fisher Investments’ Executive Chairman and Co-Chief Investment Officer and retains a majority of beneficial ownership and voting shares in the firm. Fisher Investments’ CEO, Damian Ornani, continues to drive FI’s day-to-day operations and business strategy.
-
Fisher Investments do not have one-size-fits-all strategies. Instead, are tailored to each client’s unique investment goals, time horizon, risk tolerance and personal preferences. Fisher investments manages each portfolio with a flexible investment approach, meaning the portfolio composition is adapted–including asset allocation and sub-asset allocation–as market conditions change over time.
-
At Fisher Investments UK, we believe fees should be simple, straightforward and free of unexpected charges. We also believe an investment adviser’s interests should align with your own. A one-time initial funding fee is distributed between Fisher Investments UK and our parent company, Fisher Investments. Fisher Investments also receives an ongoing annual management fee based on the value of the assets managed for you.