Personalised Service
High-Touch Client Service
As a client, your investments are managed by Fisher Investments UK’s parent company, Fisher Investments, based in the United States and regulated by the US Securities and Exchange Commission (SEC). This means that certain protections of retail customers in the UK may not apply. For more information, see our ‘Regulatory Information’ page.
See Our Investment Guides
The world of investing can seem like a giant maze. Fisher Investments UK has developed several informational and educational guides tackling a variety of investing topics.
Fisher Investments UK commits to understanding your financial needs and seeks to provide the education, confidence and comfort to help you reach your long-term investing goals. Portfolio management is only half the picture, though. Of equal, if not greater, importance is the personalised service you’ll receive.
Your Investment Counsellor
You get personalised service from your Investment Counsellor. You’ll hear regularly from your Investment Counsellor, and you can decide how frequently. Further, your Investment Counsellor will reach out to you whenever there are important changes regarding your portfolio.
Investment Counsellors are not sales people, nor do they receive commission-based compensation. Your Investment Counsellor is there to keep you informed, not to sell you products. Their job is to regularly evaluate and discuss your investment objectives with you, monitor your accounts and provide day-to-day counselling and service. Their goal is to make sure you know exactly what’s going on with your money, and why.
Your Investment Counsellor is your primary point of contact with Fisher Investments UK, but you have more than one person working for you. Your Investment Counsellor coordinates with a team of investment professionals who are responsible for servicing and managing your portfolio. Your investment team includes members from Research, Trading, Operations and more—all under the guidance of the Investment Policy Committee (IPC).
Education and Communication
We want clients to understand what’s going on with their portfolios and, more importantly, the reasoning behind portfolio decisions. That’s why Fisher Investments UK regularly keeps you updated and informed on the markets, market outlook and what drives portfolio decisions.
In addition to regular calls from your Investment Counsellor, you will have access to an array of educational materials to read, watch or listen to, including
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Regular online commentary
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Capital Markets Update videos
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Periodic updates from the Investment Policy Committee
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Market Insights Podcasts
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Exclusive Client Columns from Ken Fisher
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And much more
Client Programmes
Fisher Investments UK continually seeks new ways to enrich your client experience. In addition to helping you achieve your long-term financial goals via portfolio management, we host a series of client-only programmes to provide you with timely updates and education regarding financial markets and your portfolio.
These events are exclusively for clients of Fisher Investments UK and offer direct access to senior decision makers and other clients of the firm. Examples include Fisher Forecast Seminars, Investment Roundtables, Fisher Friends events, and more.
There is no additional cost for clients to attend, and we encourage you to attend as many as you like.
This high level of client education and service is a cornerstone of our Private Client Group. Whilst most of our industry reserves these offerings for institutional investors, Fisher Investments UK is proud to offer these programmes to all clients.
Fisher Forecast Seminarsâ„¢ are held across the country. These presentations provide clients the latest information on our global market forecasts, portfolio strategy and current events impacting financial markets.
Investment Roundtablesâ„¢ are in-depth, discussion-oriented Q&A sessions with small groups of clients. Unlike our Fisher Forecast Seminars, there is no presentation; Investment Roundtable discussions are driven by topics clients would like to cover.
Fisher Friendsâ„¢ are unique client-only events offering a chance to meet other clients in your area in an informal setting over breakfast, lunch, or dinner. No agenda, no presentation, and no Fisher Investments UK staff, apart from a brief introduction. All paid for by Fisher Investments UK. You are the focus, and topics of conversation are up to you!
Fisher Connect Webinarsâ„¢ are live web-based seminars that allow clients to hear from and ask questions to Investment Policy Committee members or other senior members of our firm. These events offer an opportunity for clients who may not have the time or ability to attend in-person events.
Client Video Conferencesâ„¢ are small, interactive online meetings that blend the convenience of our online webinars with the personalised Q&A of a roundtable discussion.
Client Forumsâ„¢ blend the best of Fisher Forecast Seminars (topical, formal presentation) and Investment Roundtables (smaller groups with greater opportunity for questions and dialogue).
Quarterly Reviews
Each quarter you will receive an extensive Quarterly Review published under the direction of the Investment Policy Committee with contributions from the firm's research staff. The Reviews discuss retrospective performance, global economic and market conditions, future market outlook and other relevant topics.
The goal of this comprehensive report is to help you understand how current economic and political events impact the global stock market. We believe it’s a level of education and transparency few money managers provide to their clients.
Regular Insights from Ken Fisher
Monthly, Ken shares his insights on markets, the economy and other current events through an exclusive client column and video. You can also find more insights from Ken in his monthly column published in the Daily Telegraph, his YouTube videos and other major global publications.
Capital Markets Update Videos
Twice a year, you’ll receive a video, hosted by the Investment Policy Committee, that explains Fisher Investments UK's current market outlook. This video expands on many of the themes in the Quarterly Reviews and is a chance for you to hear portfolio decision-makers discuss the market and address many of the frequently asked client questions from the prior period.
MarketMinder
MarketMinder Europe is a source of “straight talk” about the financial markets, with the goal of helping investors understand whether market events are bullish or bearish, and why. The articles are updated every business day by Fisher Investments UK's editorial staff, who scour over 100 periodicals, blogs and other sources to identify relevant financial news. You’ll have access to regular commentary on the markets and feature stories in the financial media we believe deserve investors' attention.
Insights & Media
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Learn why 140,000 clients* trust Fisher Investments and its subsidiaries to manage their money and how we may be able to help you achieve your financial goals.
*As of 30/09/2023
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