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Private Asset Management

Fisher Investments is a global asset management firm. Its clients include corporations, institutions, charities, foundations, endowments, and thousands of high net worth individuals around the world.

Unlike many investment management firms that typically have little contact with investors, Fisher Investments created the Private Client Group to deliver institutional-level asset management services to high net worth individuals. Fisher Investments offers its clients a separate account asset management solution with low fees and exceptional service.

As a member of the Private Client Group, each client's investment strategy is directed by the Investment Policy Committee (IPC), a centralised decision-making body, with over 60 years of combined asset management experience. Fisher Investments can build an investment portfolio for each client that is suited to meet particular needs and takes into consideration such things as time horizon, income needs, outside holdings and tax positions.

Each client is offered a high level of service through a team of investment professionals assigned to handle individual accounts on a day-to-day basis. As a primary point of contact, a dedicated Account Officer serves as a liaison to the IPC, communicating key issues and keeping clients updated on the market, economy and positioning of the portfolio.