Welcome to Fisher Investments Luxembourg Sàrl

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 Luxembourg Sàrl 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—all for a simple, straightforward fee based on the size of your account.

Trusted by 65,000 families worldwide

Fisher Investments Luxembourg offers Portfolio Management tailored to your long-term goals. Your assets are held at recognised Luxembourg custodians and managed by Fisher Investments in the United States. Fisher Investments is an independent investment adviser currently managing 103€ 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—which include some of the largest corporations, pension funds and endowments in the world. 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—including over 65,000 current private 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.

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What Services Do We Provide?


The Fisher Investments organisation 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 personalised approach consistent with your goals and needs.

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Portfolio Management

We don’t sell standardised 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.

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Fees

Fisher Investments and Fisher Investments Luxembourg Sàrl 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.

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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 towards performance measurement.

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How Does Fisher Investments Luxembourg Sàrl Differ From The Competition?


Unlike many money managers that sell standardised portfolios, we tailor portfolios to your individual needs and goals. Fisher Investments Luxembourg Sàrl doesn’t sell high-commission investment products and earn no commissions on trades. We simply charge a management 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 Luxembourg Sàrl:
checkMark  Adapts your portfolio to your goals and needs
checkMark  Calls you regularly to keep you informed
checkMark  Never apply hidden or accumulated fees
Some managers:
XMark  Offer standardized portfolios
XMark  Do not call you until they have a product to sell to you
XMark  Offer products or models with accrued fees

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 maximise the likelihood of reaching your goals. We believe this decision has the biggest impact on your returns over time. From there, we emphasise parts of the market we believe will perform best, such as different countries and sectors. Finally, we analyse individual stocks and other securities and select those we believe will perform best. We believe this active, global approach to portfolio management helps best capitalise 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 Counsellor who provides you regular, ongoing updates on the market and your portfolio.

More Information About Fisher Investments Luxembourg Sàrl


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.

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Fees

Fisher Investments and Fisher Investments Luxembourg Sàrl 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 towards performance measurement.

Learn More 

How to Get Started?


If you’d like to see whether Fisher Investments Luxembourg Sàrl 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 realise how much you’re actually paying!). If you decide to become a client, Fisher Investments Luxembourg Sàrl 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 Luxembourg and in 14 countries internationally.

International Offices
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New to Fisher?

+352 2786 7320

 
Current Client

+352 2786 7320

Contact Us Online

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1 As of 9/30/2019. Includes Fisher Investments and its subsidiaries Fisher Investments and its subsidiaries manage over 103€ billion in assets—over 61€ billion for North American private investors, over 32€ billion for institutional investors and over 9€ billion for European private investors.

2 As of 9/30/2019. Includes Fisher Investments and its subsidiaries

Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations.