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Fisher Investments Europe Limited’s Philosophy
Fisher Investments Europe Limited’s Philosophy
Creating Value…
Fisher Investments’ Private Client Group was created to provide institutional-calibre service for high net worth individuals. The goal is to establish a personal, long-term relationship with each client to achieve individual objectives while maintaining an overall discipline.
Our investment philosophy includes creating value while striving to maximise risk-adjusted returns. This starts with passing the benefits of low expenses on to the client. In total, clients of Fisher Investments usually find themselves paying less than they would through many other investment approaches whilst enjoying far superior service.
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A Unique Approach…
The investing discipline at Fisher Investments is founded on proprietary research and capital markets technology: high-powered investing tools and methodology designed to uncover market opportunities by gaining unique knowledge and then exploiting those opportunities. These tools are developed by a team of research analysts - under the guidance of the Investment Policy Committee (IPC).
Clients' personal goals are fused with Fisher Investments'
overarching investment philosophy into a personalised investment portfolio,
based on an appropriate benchmark and investment time horizon. Combining personal
factors with innovative technology and proven investment fundamentals is the
most effective way Fisher Investments has found to help optimise returns for
investors.
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Developing Relationships…
Effective communication is the cornerstone of a Fisher Investments relationship. From the beginning, each client is paired with a team of investment professionals with an Investment Counsellor who serves as a liaison to the IPC. The team takes into account numerous personal factors such as time horizon, income needs, tax implications, and risk level to create a portfolio based on the IPC's recommendations. We believe clients who feel comfortable with their investment plan will maximise the likelihood of achieving their objectives.
Concurrent with managing portfolios, a core part of its service means taking the time to help clients better understand what is happening with their portfolio. Empowering clients by helping them understand exactly how their investments are working is part of Fisher Investments' commitment to long-term relationships.
Learn more about what makes Fisher Investments unique.
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