Over 195,000 Clients Globally Trust Fisher Investments and Its Affiliates as Stewards of Their Financial Futures
As of 31/12/2025. Includes Fisher Investments and its affiliates.
Wealth Management Services
Fisher Investments UK provides initial investment and financial planning advice, which may, where deemed suitable, include a recommended asset allocation strategy, along with a recommendation for discretionary investment management services to be provided by our US-based parent company, Fisher Investments.
Explore wealth management services to learn more about Fisher Investments’ investment approach and the types of services available to clients.
Financial Planning
When you become a client of Fisher Investments, you’ll have access to financial planning advice and information-only resources from Fisher Investments UK’s Private Client Advice Group.
Discover what’s possible when you partner with Fisher Investments UK to secure your financial future.
Portfolio Management
Clients can expect institutional-caliber portfolio management services from our US-based parent company, Fisher Investments. As a client of Fisher Investments, you will receive a tailored portfolio we believe is appropriate to help reach your investment goals, managed with an investment practise deeply rooted in time-tested processes and philosophies. Fisher Investments’ portfolio management approach—combined with proactive, personalised client service—has allowed the firm to manage portfolios for more than 45 years.
Learn more about Fisher Investments’ active, flexible and global investment approach, and how they tailor a portfolio to your specific investment objectives.
Working With Us
Account Size
If you have £250,000 or more in investable assets, contact us today to find out how Fisher Investments UK can help you achieve a successful financial future in retirement.
Fees
We believe investment management fees should be simple, straightforward, and aligned with clients’ interests. Learn more about how we structure fees so that we do better when you do better.
Performance
As a client of Fisher Investments, you will be provided with transparent performance measurements—net of all fees—so you can accurately track progress over time toward your long-term financial goals.
A Global Investment Manager Who Is Focused on You
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Proactive Advice
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Institutional Expertise
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Global Opportunities
Proactive Advice
As a client, you’ll hear regularly from a client service team who knows you by name and keeps you updated on your portfolio strategy and investments. The goal is to help you understand what is going on in your account and why—so you feel comfortable with your strategy.
Institutional Expertise
Corporations, pension funds, endowments and other institutions conduct in-depth analysis and thoroughly scrutinise a number of investment advisers before hiring one. Fisher Investments and its affiliates have a long history of managing assets for such institutions and provide similar institutional knowledge to individuals and families. Investing with Fisher Investments means you get a disciplined investment strategy along with our high-touch client service.
Global Opportunities
Fisher Investments seeks to maximise opportunities and manage risk by investing globally. Many investors wrongly focus solely on stocks from their home country. We believe this ignores vast investment opportunities. This sort of home-country bias may also lead to a lack of portfolio diversification. Investing globally helps take advantage of worldwide opportunities other money managers may miss.
Our Approach
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Focused on Your Financial Goals
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A Portfolio Tailored for You
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Keeping You on Track
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Continuous Education
Focused on Your Financial Goals
Every investor’s situation is unique. Having a good understanding of your financial goals is an important first step in the wealth management process. We listen to your needs, assess your situation and work with you to develop an investment strategy that helps achieve your goals. Whether you are just starting to plan for your retirement or are already there, our guidance can help keep you on track.
Contact us today to see whether our approach is a good fit for you. We can provide you with a complimentary portfolio analysis, including a breakdown of the fees you’re currently paying.
A Portfolio Tailored for You
We believe an active, personalised approach to portfolio management helps clients capitalise on global investing opportunities and achieve their financial goals.
With a thorough understanding of your personal situation, goals and needs, Fisher Investments determines the mix of assets that maximises the likelihood of reaching your financial goals. We believe this decision has the biggest impact on returns over time.
From there, Fisher Investments assesses the countries and stock market sectors it believes will perform best.
Finally, the investment team analyses individual securities and selects the ones they believe best capture their high-level views.
Keeping You on Track
As a client, you’ll hear from Fisher Investments regularly to make sure you're informed about markets and to help ensure your portfolio continues to serve your financial goals. Many investors are often tempted to stray from the path to their financial goals, which is why Fisher Investments focuses on providing unparalleled client service.
Continuous Education
Once you become a client, Fisher Investments’ service team will be an ongoing resource for information and support. You’ll also have access to exclusive educational resources such as seminars, webinars and other communications from senior members of the firm’s investment team.
Insights & Media
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Environmental, Social and Governance Insights Responsible Investment Newsletter 20262026-03-11
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Economics Pain at the Petrol Station Won’t Hurt the Global Economy2026-03-11
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Market Analysis February’s Growthy Data—and the Iran War’s Souring Sentiment2026-03-06
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Market Analysis Putting the Latest Private Credit Implosion in Perspective2026-03-06
Recognition
See here for a full list of awards disclosures.
Contact Us
Learn why 195,000 clients trust Fisher Investments and its affiliates to manage their money and find out how we may be able to help you achieve your financial goals.
As of 31/12/2025. Includes Fisher Investments and its affiliates.
New to Fisher? Call Us.
Contact Us Today