What is Fisher Investments UK?
Fisher Investments UK is a private, independent wealth management company. Fisher Investments UK is part of the global division of Fisher Investments, a large independent private asset manager with billions under management. Fisher Investments' investment professionals provide a wide range of wealth management strategies for individuals and institutions. Back to top
What is Fisher Investments UK's core business?
Fisher Investments UK offers personalised portfolio management services to high net worth individuals in the UK. Fisher Investments UK has no involvement in investment banking activities, an area often presenting numerous conflicts of interest. Back to top
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 fundamentally believes 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. Back to top
How is Fisher Investments different from other investment firms?
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 believes 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 history of making these active decisions for its clients. Back to top
What kind of service do its private clients receive?
Fisher Investments prides itself on providing proactive and personalised service for its clients. Each client has a dedicated Investment Counsellor. Clients may have as little or as much direct contact as desired, and their Investment Counsellor 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. Back to top
Who makes the investment decisions for clients' portfolios?
Fisher Investments has a centralised decision-making process. Its Investment Policy Committee (IPC), is comprised of five 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; Andrew Teufel, Vice Chairman; Bill Glaser, Capital Markets Research Team Leader; and Aaron Anderson, Research Manager. These five individuals bring over 100 years of combined industry experience to the investment firm. Back to top
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. Fisher Investments incentive to perform well is directly aligned with clients' investment objectives in contrast to some commission-based approaches offered by other investment firms. The fee schedule is strictly dependent upon asset size, but will generally be competitive with other alternatives available to high net worth individuals. Please contact Fisher Investments UK and a member of our staff will be happy to address any specific situations and the relevant fees. Back to top
What is Fisher Investments' performance history?
Throughout its history, Fisher Investments has continued to develop capital markets technology for the purpose of providing excess return relative to benchmarks. Over the years, Fisher Investments has earned a reputation we believe many other investment firms would envy. Please contact Fisher Investments UK and a member of its staff will be happy to discuss Fisher's investment philosophy and benchmarks most relevant to your personal objectives. Back to top