Fisher Investments UK offers asset management services provided by Fisher Investments, its parent company in the United States founded by Ken Fisher in 1979. Over the years, at Fisher Investments UK we’ve found most wealth managing banks often charge high fees and tend not to provide superior investment advice – or service. So why do investors entrust their hard-earned money to these types of advisers? The answer is simple: they often don’t know there’s a better choice!
Investing in equity 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 equity markets and international currency exchange rates.
Portfolios are tailored to each client’s situation and investment goals. The first step is understanding your personal situation, and then devising an investment strategy designed to maximise the probability of reaching your financial goals. Good advice focuses on your longer term goals and is aligned with your best interests.
You will receive proactive service from a dedicated Investment Counsellor, your primary point of contact and personal liaison to Fisher Investments’ Investment Policy Committee – the primary decision-makers for your portfolio. Your Investment Counsellor knows you by name and regularly reviews your goals and objectives, explains portfolio and market activity, and handles your administrative needs quickly.
Your Investment Counsellor will contact you as often (or as infrequently) as you like. You’ll hear from them on an ongoing basis – not because they have a new product to sell, but because service is their primary responsibility. Their goal is to help you understand exactly what is going on in your account, and why, so you always feel informed with your portfolio. Just as important, your Investment Counsellor helps you stay disciplined and on track towards reaching your longer term financial goals.
One of Fisher Investments UK's most important values is to educate and engage our clients. You will have access to an array of educational content produced by Fisher Investments, including investment books, financial guides, topical articles and daily website commentary via MarketMinder.com. Any of the articles, books or guides produced are available via your dedicated Investment Counsellor.
Fisher Investments UK offers investment and wealth management services provided by Fisher Investments, its parent company in the United States founded by Ken Fisher in 1979. Combined, Fisher Investments, Fisher Investments UK and its affiliates advise private clients globally, including the UK, the United States, Belgium, Canada, Denmark, France, Italy, the Netherlands, Norway, Sweden, and Spain.
Clients receive portfolio management solutions tailored to their specific needs and long-term goals. Their assets are held at nationally recognised custodians and they receive a dedicated Investment Counsellor who serves as their direct line of communication to Fisher's thoughts on the market and how the market could impact them. A transparent and proactive approach is just one of the factors that have Ken Fisher, Fisher Investments, and Fisher Investments UK recognised as one of the top financial advisers.