Fisher Investments UK® Background

Fisher Investments UK is the trading name of Fisher Investments Europe, a wholly owned subsidiary of the US-based asset management firm, Fisher Investments. Since its founding over 40 years ago, the Fisher organisation has grown to manage more than £99 billion of assets for investors worldwide.*

Fisher Investments was recognised on the Financial Times’ 2020 Top 300 investment advisers list for the seventh consecutive year. In 2019, Fisher Investments Europe also won the ADVFN International Financial Award for Wealth Manager of the Year, the fourth time it has received the honour.

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.

What Types of Clients Benefit From Fisher Investments UK’s Services?

Cookie-cutter portfolios produced for the masses often underserve the needs of high net worth investors. Fisher Investments UK specialises in helping individuals with £250,000 or more, recognising their need for a money manager who can tailor portfolios with a higher level of investment expertise.

Fisher Investments UK’s Services

Fisher Investments UK offers the money management and client services of its parent company, Fisher Investments. These comprehensive retirement services are available to high net worth investors for one simple fee that aligns the firm’s interests with its clients’ interests:

  • Proactive portfolio management
  • Personalised, regular communication
  • Holistic financial planning covering: investing, tax efficiency and more.

Where You Can Find Us

Fisher Investments UK helps clients across Great Britain and has offices located in London.

A Fisher Investments UK Private Client Director is ready to meet high net worth individuals like you to discuss your retirement needs. Get matched with an adviser now.

Investment Philosophy

Fisher Investments UK utilises the investment management services of its US-based parent company, Fisher Investments. Fisher Investments’ flexible, against-the-grain approach has helped clients benefit from global investing opportunities since 1979. The firm’s Investment Policy Committee uses its 140+ years of combined investment experience to manage portfolios for over 75,000 clients.**

Fisher Investments seeks to find and interpret information differently and independently to identify investing opportunities other money managers may overlook. While some money managers tend to be equity pickers—concentrating on individual equities and securities—Fisher Investments’ top-down approach enables the firm to consider the whole investing universe when building client portfolios. Fisher seeks investment categories with the highest probability of doing well, then narrows down by country, sector and finally security to find opportunities with potential for success.

What to Expect as a Client

Fisher Investments clients benefit from experienced money management and world-class service. Each client is assigned an Investment Counsellor, dedicated to understanding their long-term financial needs. Investment Counsellors regularly reach out to clients to provide updates on their portfolios and to share where the firm thinks markets could be headed. Additionally, the Investment Policy Committee—the group responsible for building client portfolios—provides written reviews and biannual videos about the firm’s outlook on markets.

Fee Structure

Fisher Investments UK charges a simple management fee aligning the client’s interests with its own.

*As of 31/12/2020. Assets under management is in British pounds. Fisher Investments and its subsidiaries manage over £99 billion in assets.

**As of 31/12/2020.

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