COVID-19 and Your Investments:
Insights to Help You Navigate This Unprecedented Period and Stay on Track to Your Goals.

Welcome to
Fisher Investments Ireland

If you’re looking for an investment firm to manage your hard-earned assets —so you can enjoy your retirement or whatever else matters most to you in life—then you’ve come to the right place. Fisher Investments Ireland Limited, with the trading names of Fisher Investments Ireland and Fisher Investments Europe, is a different kind of investment firm.

  • We’re a fiduciary, obligated to put client interests first.
  • We tailor a portfolio to your individual goals and needs
  • We have a clear and transparent fee structure based on the size of your account

Trusted by 95,000 Clients Worldwide

Fisher Investments Ireland offers Portfolio Management tailored to your long-term goals. Fisher Investments Ireland delegates the day-to-day portfolio strategy decision making to its parent company Fisher Asset Management LLC, trading as Fisher Investments. Fisher Investments Ireland assets are held with a well known custodian in Ireland.   The Fisher group of companies (‘Fisher Investments’) is an  investment adviser currently managing over €158 billion for individuals, families and institutions around the world.1 With roots as an institutional money manager, we provide the same investment expertise to individuals as our institutional clients. This means you get a more disciplined investment strategy and a higher level of service than you’ll find elsewhere.

For over 40 years, Fisher Investments has helped tens of thousands of clients down the path of reaching their financial goals.2 We welcome the opportunity to learn more about your situation and mutually discover if we could be a fit for you.

Icon of person talking

Proactive advice that
keeps you informed

Fisher Investments is an independent investment adviser currently managing €158 billion for individuals, families and institutions around the world.*

Icon of tall building

The same investment
expertise as our
institutional clients

This means you get a more disciplined investment strategy and a higher level of service thanks to our roots as an institutional money manager.

Request a Meeting or Call Us

What Services Do We Provide?


The Fisher Group provides a tailored approach to investment management and financial planning that always puts clients first. This starts with a comprehensive assessment of your personal situation that informs your investment strategy and even considers important factors outside of your portfolio. The result is a highly personalized approach consistent with your goals and needs.

pieChart

Communication

We don’t sell cookie-cutter portfolios. We take the time to understand your individual goals and needs, and build a tailored portfolio to help you meet your objectives. And we regularly check in on anything that may have changed.

Learn More  
CurrencyIcon_Euro

Fees

Fisher Investments and Fisher Investments Ireland charge one simple fee based on the size of the portfolio we manage for you. We structured our fees so we do better when you do better. There are never hidden or layered fees.

Learn More 
magnifyingGlass

Performance

Many of our clients are looking for their assets to last throughout their retirement years while generating income. We therefore take a longer-term view toward performance measurement.

Learn More 

How Does Fisher Investments Ireland Differ From the Competition?


Unlike many asset managers that sell standardised portfolios, we tailor portfolios to your individual needs and goals. You will be charged a fee based on the size of your account— so we do better when you do better. Furthermore, you will have a dedicated Investment Counsellor who calls regularly to keep you informed (not because we have something to sell).

Fisher Investments Ireland:
checkMark  Tailors your portfolio to your goals and needs
checkMark  Calls regularly to keep you informed
checkMark  Never has hidden or layered fees
Some Money Managers:
XMark  Provide standardised portfolios
XMark  Only call when they have something to sell
XMark  Won't give you a dedicated Investment Counsellor

What Is Our Investment Approach?


We Tailor a Portfolio For You

We begin by getting a deep understanding of your personal situation, goals and needs. We then determine the appropriate investment mix for you. Fisher Investments’ top-down process starts with how much to invest in stocks, bonds, cash or other securities—to maximize the likelihood of reaching your goals. We believe this decision has the biggest impact on your returns over time. From there, we emphasize parts of the market we believe will perform best, such as different countries and sectors. Finally, we analyze individual stocks and other securities and select those we believe will perform best. We believe this active, global approach to portfolio management helps best capitalize on investing opportunities around the world.

We Keep You On Track

Importantly, our approach isn’t “set it and forget it”. As a client, you’ll hear from us regularly to make sure your portfolio continues to serve your goals. We believe staying on the path to your goals is one of the biggest challenges facing investors today, which is why client service is a top focus. As a client, you’ll have a dedicated Investment Counselor who provides you regular, ongoing updates on the market and your portfolio.

More Information About Fisher Investments Ireland 


Account Size

If you have € 350,000 or more in investable assets, contact us today to find out how our Private Client Group can help you achieve a successful financial future in retirement.

Learn More  

Fees

Fisher Investments and Fisher Investments Ireland charge one simple fee based on the size of the portfolio we manage for you. We structured our fees so we do better when you do better. There are never hidden or layered fees.

Learn More  

Performance

Many of our clients are looking for their assets to last throughout their retirement years while generating income. We therefore take a longer-term view toward performance measurement.

Learn More 

How to Get Started?


If you’d like to see whether Fisher Investments Ireland is a good fit for you, contact us today. Our qualified professionals can provide you with a complimentary portfolio analysis, including a breakdown of the fees you’re currently paying (you may not realize how much you’re actually paying!). If you decide to become a client, Fisher Investments Ireland has a team of experts who will help make the transition as smooth and seamless as possible. Once you become a client, you’ll have a dedicated Investment Counselor who will help guide you, as well as serve as a long-term 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.

Locations and Contact Information


Fisher Investments Private Client Group has representatives in the Ireland and in 14 countries internationally.

International Offices
Click Here

New to Fisher?

353 (0) 1 487 6510

 
Current Client?

353 (0) 1 487 6510

Contact Us online

Click Here

Why Choose Fisher

Fisher Investments Ireland offers investment management tailored to your long-term goals. While we partner with our parent company Fisher Investments in the United States for the day-to-day portfolio strategy decision making, which includes the resources of Fisher Investments’ Investment Policy Committee, your assets are held with recognised Irish custodians and looked after by your Investment Counsellor, who is also located in Ireland.

Why Fisher is Different:

You will receive personalised proactive service and regular contact from a dedicated Investment Counsellor as well as access to a variety of information from both Fisher Investments Ireland and the greater Fisher organisation. You will receive regular market updates via reports, our websites, etc. Additionally, fees are competitive, transparent, and based on the size of your portfolio.

Trust and Stability:

The Fisher organisation has a long history of managing global investments and helping clients reach their long-term goals and objectives. You will benefit from the stability of an organisation that manages over € 95 billion in assets and has more than 55,000 customers worldwide.** Fisher Investments Ireland has been offering services to investors in Ireland since 2019.

About Fisher Investments Ireland

Unaffiliated

Fisher Investments Ireland is an investment manager, not a stockbroker or bank, whose aim is to avoid conflicts of interest by being completely unaffiliated with other financial institutions and by not holding client assets.

Learn more

Global Investing

Fisher Investments Ireland, partnering with Fisher Investments, seeks to maximise opportunity and manage risk by investing globally.  Fisher Investments believes that investing globally can help you take advantage of worldwide opportunities that other investors miss by investing in domestic markets only.

Learn More

Flexible Investment Strategy

In order to differentiate ourselves from our competitors, Fisher Investments Ireland, with the assistance of Fisher Investments’ extensive research team and its Investments Policy Committee, can adjust its investment strategy depending on its forward-looking view of market conditions.

Learn More

How Our Process Works

Learn more about Fisher Investments Ireland’s investment philosophy and portfolio management services and how we can help you achieve your long-term goals and objectives.

*Fisher Asset Management, LLC, trading as Fisher Investments is ranked on the Pensions and Investments/Towers Watson World’s 500 Largest Asset Managers list, November 2015. Fisher Investments Ireland Limited is a wholly-owned subsidiary of Fisher Investments.

**As of 31/03/2019. Includes assets under management of Fisher Investments, its subsidiaries and affiliates.

1As of 30/06/2021

2As of 30/06/2021, Fisher Investments and its subsidiaries manage over €158 billion in assets—over €121 billion for private investors, over €35 billion for institutional investors and over €1 billion for US small to mid-sized business retirement plans.

3As of 30/06/2021

Investing in financial markets involves a risk of loss and there is no guarantee that all or any invested capital 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.