Personalised Service and Insights
With a dedicated Investment Counsellor, you’ll receive proactive communication and educational resource designed to give you clarity and confidence in your financial future.
High-Touch Client Service
As our client, Fisher Investments Singapore will serve as your discretionary investment manager and will delegate certain portfolio management activities to its affiliates. In particular, the day-to-day portfolio strategy decision-making will be conducted by its parent company, Fisher Asset Management, LLC, which does business in the United States as Fisher Investments.
Fisher Investments Singapore 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 salespeople, 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, 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 of Fisher Investments’ Research, Trading, Operations and more, all under the guidance of Fisher Investments’ 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 our decisions. That’s why Fisher Investments Singapore 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:
- On-Demand Communications—Calls to keep you apprised of our strategy and current thinking, as well as reviews of your portfolio and investment objectives
- Trade Confirmations, Monthly Statements and Online Access—Services provided by your third-party custodian
- Quarterly Reports—Statements and portfolio holdings analysis provided by Fisher Investments Singapore
- Quarterly Reviews—In-depth analysis published under the direction of Fisher Investments’ IPC discussing past performance, economic and market conditions, our future market outlook and other relevant topics
- Client Programmes—Events held online to provide clients with the latest information regarding our global market forecasts, current events impacting financial markets and our current portfolio strategy
- Online Market Insights—An online library of providing news aggregation and proprietary market commentary to keep you informed on important and relevant news and events
- Educational Resource Library—Print and multimedia materials including articles, topical videos and written primers on market, investing and financial planning concepts
Insights & Media
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In The News 5 key issues confronting investors now2025-10-06
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In The News Don’t be fooled by gold’s recent gleam2025-09-07
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In The News Hit the gas – stocks’ dashboard is working again2025-06-29
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In The News How the US market fell from 4th to 41st for returns – and what it means for stocks in 20252025-06-02
Learn More
Learn why over 190,000 clients* trust Fisher Investments and its affiliates to manage their money and how we may be able to help you achieve your financial goals.
*As of 30/09/2025. Includes Fisher Investments and its affiliates.
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