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To learn more about our private wealth management services, please visit our new website, Fisher Wealth Management.
Frequently Asked Questions
What is Fisher Investments Europe Ltd.?
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Fisher Investments Europe Ltd. is a fee-based wealth management firm serving high net worth individuals in the United Kingdom. Our investment management services are provided by Fisher Asset Management LLC (doing business as Fisher Investments), which is established in the United States and regulated by the Securities and Exchange Commission.
Fisher Investments Europe Limited is authorised and regulated by the Financial Services Authority. Our investment management services are provided by Fisher Asset Management LLC, which is established in the US and regulated by the Securities and Exchange Commission. The protections of the UK regulatory system, including the Financial Services Compensation Scheme, do not apply in relation to its services. However, the assets of clients who use a UK custodian are protected by the Financial Services Compensation Scheme by virtue of the custody arrangements that we employ.
What is Fisher Investments Europe Ltd.'s core business?-
Fisher Investments Europe Ltd. provides personalised wealth
management services to high net worth individuals.
The company is not a broker and derives no revenue from transaction
charges. Instead, Fisher Investments Europe Ltd. charges a fee based on
a percentage of a client's asset value under management. The firm's incentive
to perform well is directly aligned with clients' investment objectives.
Fisher Investments Europe Ltd. also has no involvement in investment banking
activities, an area often presenting numerous conflicts of interest.
What is the investment philosophy of Fisher Investments?-
Fisher Investments is continually committed to developing
new technologies to understand capital markets. It has pioneered numerous
financial innovations over the past 20+ years, many of which have become
core concepts used in the financial services industry today. Many investment
firms have one particular style of investing which they adhere to at all
times. Fisher Investments' strategy involves believing no investing style is permanently
superior, but instead understands that styles and philosophies
cycle in and out of favour over time. As a result, Fisher Investments uses
a variety of strategies in dynamically managing clients' assets over time.
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How is Fisher Investments different from other investment firms?
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Many investment firms are dedicated to one specific style of investing, using a static approach to style and asset allocation.
As a result, these managers tend to do very well when their style is in favour and poorly when their style falls out of favour.
Over time this can result in mediocre returns. Fisher Investments has found success in utilising a variable approach in determining
asset
and style allocation. Our investment firm strives to add value through active management by identifying information not widely known
(or interpreting widely known information correctly and differently from other market participants) and then capitalising on those opportunities.
Fisher Investments has a proven history of making these active decisions for its clients.
What kind of service do its private clients receive?-
Fisher Investments Europe Ltd. prides itself on providing
proactive and personalised
service for its clients. Each client has an Account Officer dedicated
to serving his/her needs. Clients may have as little or as much direct contact
as desired, and their account officer serves as a liaison to the Investment
Policy Committee (IPC), who will ultimately be responsible for making
investment decisions. Fisher Investments provides continuous
communications - including quarterly valuations, and research reports. Senior
management make themselves available to clients through periodic seminars.
Who makes the investment decisions for clients' portfolios?-
Fisher Investments has a centralised decision-making process.
Its Investment Policy Committee (IPC),
is comprised of three senior members of the firm who collectively make all
strategic decisions for the investment firm. The IPC consists of Ken Fisher,
CEO & Chief Investment Officer; Jeff Silk, Vice Chairman; and Andrew
Teufel, Co-President and Director of Research. These three individuals bring
over sixty years of combined experience to the investment firm.
How does Fisher Investments make money?-
Fisher Investments is a fee-based money manager
and charges a fee based on a percentage of clients' assets under management.
Our incentive to perform well is directly aligned with clients' investment
objectives. Many investment firms are commission-based, meaning they have
an incentive to create turnover in your portfolio. Fisher Investments does
not. Its fee schedule is strictly dependent upon asset size, but will generally
be less than most of the other alternatives available to high net worth
individuals. Please
contact
Fisher Investments Europe Ltd. and a member of its staff will be happy to
address any specific situations and the relevant fees.
What is Fisher Investments' performance history?-
Throughout our history, Fisher Investments has continued to develop capital markets technology for the purpose of providing
excess return relative to benchmarks. Currently, Fisher Investments manages money in a variety of disciplines
(including Small Cap Value, Mid Cap Value, Global Total Return, U.S. Total Return and International Equity) against a variety of benchmarks.
Over the years, we have earned a reputation we believe many other investment firms would envy. Please contact
Fisher Investments Europe Ltd. and a member of its staff will be happy to discuss those strategies and performance history most relevant to your personal objectives.
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