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.
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:
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Fisher Investments UK takes the time to understand your overall financial situation, including your financial goals, needs, investment time horizon and much more. Fisher Investment UK’s advice service is a restricted advice service only. This means that we will 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 Fisher Investments. Fisher Investments UK is a restricted advice firms authorised by the FCA. Fisher Investments is not regulated by the FCA, they are based in the United States and Regulated by the SEC. 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 and its affiliates have been named a top adviser by Financial Times. Fisher Investments UK was named UK Best Workplaces™ recipient and UK Best Workplaces™ for Women by Great Place To Work® and are also certified as a Great Place to Work®.
Financial Times
Fisher Investments was recognised on the Financial Times’ 2020 Top 300 investment advisers list for the seventh consecutive year. 2020 also marks the seventh annual FT 300 list, which aims to recognise the industry's elite investment adviser firms in the United States.
Advisers were evaluated based on assets under management, asset growth, years in existence, industry certifications of key employees, online accessibility and compliance record.
The Financial Times (FT) invites Registered Investment Advisers that meet certain minimum criteria to apply to be considered for the Top 300 Financial Adviser List. Applicants are graded on six broad factors: assets under management (AUM), asset growth, years in operation, industry certifications of key employees, online accessibility, and compliance record. For more information, please visit: https://www.ft.com/content/6a45556e-6c21-4770-bc94-468fee0de563.
Great Place to Work®
For the third year in a row, Fisher Investments UK was Certified™ by Great Place to Work®. Great Place to Work® is an independent, global authority on workplace culture and employee experience. Fisher Investments UK was also recently recognised as one of the 2021 Best Workplaces™ for Women and 2021 UK Best Workplaces™ by Great Place to Work®.
To be considered for this certification, 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. Fisher Investments UK pays a fee which covers administration costs and results analysis.
Great Place to Work ®
Fisher Investments UK was named a 2022 UK Best Workplaces™ recipient from Great Place To Work®—the global authority on workplace culture—for creating a positive employee work environment. This is the third consecutive year Fisher Investments UK receives the UK Best Workplaces™ recognition.
To determine the 2022 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 organization 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: Fisher Investments UK Great Place to Work UK | The global authority on workplace culture.
Great Place to Work® UK
Fisher Investments UK was named to the 2022 UK Best Workplaces™ for Women list by Great Place to Work® UK—the global authority on workplace culture. This marks the second consecutive year that Fisher Investments UK has received this honour. The award recognises companies who are committed to building a better future for women in the workplace.
Great Place to Work® selects winners of the Best Workplaces lists primarily based on employees' responses to their industry-defining Trust Index© Survey, taken as part of Great Place to Work® Certification. Great Place to Work® also uses its For All™ Methodology to analyse employee responses and ensure every employee, regardless of background or position, is having a similarly positive work experience.
Great Place to Work® is a recognised 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® UK anonymously surveyed many 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. Fisher Investments and its affiliates pay a participation fee to Great Place to Work®, which covers the cost of administering a survey to employees and the analysis and delivery of survey results. Awards are granted based on qualifying survey results. For more information, please visit: https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK and https://www.greatplacetowork.com/our-methodology.
Over 135,000 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.
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:
For Fisher Investments UK reviews are a small part of a bigger picture and although they can provide insight, they should not be trusted on face value alone.
In today’s 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 “review” of a competitor online. However, this tactic is one-sided, often hides important information (like conflicts of interest), spreads misinformation or—at its best—is based on limited information. It also presents the opportunity to cherry-pick data that may not represent actual, real world client results.
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 you’re set up for success.
Fisher Investments UK’s parent company, Fisher Investments, is one of the world’s largest privately owned US based investment manager. 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 clients’ 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 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 firm’s investments team.
