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Frequently Asked Questions About Fisher Investments UK

What is Fisher Investments UK?

Fisher Investments UK is a private, independent wealth management company, and part of the global division of Fisher Investments, a large independent private asset manager.* Fisher Investments' investment professionals provide a wide range of wealth management strategies for individuals and institutions. Back to top

* As of 31/12/2016, Fisher Investments and its subsidiaries manage over £58 billion in assets—over £29 billion for North American private investors, over £25 billion for institutional investors and over £3 billion for European private investors.

What is Fisher Investments UK's core business?

Fisher Investments UK offers personalised portfolio management services provided by Fisher Investments 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 and has pioneered numerous financial innovations over the past 20+ years. At the core of Fisher’s principles is a fundamental belief in capitalism and how free capital markets function, and capital markets are relatively efficient discounters of all widely known information. To add value through active management, one must identify information not commonly known or interpret widely-known information differently (and correctly) from other market participants. 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. Fisher Investments strives to add value through active management by interpreting widely known information correctly and differently from other market participants and then capitalising on those opportunities. Back to top

What kind of service do 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 Fisher Investments' Investment Policy Committee (IPC), who will ultimately be responsible for making investment decisions. Fisher Investments provides continuous communications - including quarterly markets commentary 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 four senior members of the firm who collectively make all strategic decisions for the client portfolios. The IPC consists of Ken Fisher, Executive Chairman & Co-Chief Investment Officer; Jeff Silk, Vice Chairman & Co-Chief Investment Officer; Bill Glaser, Executive Vice President, Portfolio Management; and Aaron Anderson, Senior Vice President of Research. These individuals bring over 100 years of combined industry experience to the investment firm. Back to top

How does Fisher Investments UK and 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 will receive a portion of this fee for its sub-advisory services 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