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Fisher Investments Ranks on FT 300 List for 3rd Consecutive Year

Financial Times Recognises the Top 300 Registered Investment Advisers for 2016

London, England – June 17, 2016 – Fisher Investments Europe is pleased to announce its parent company, Fisher Investments, has been named one of the FT Top 300 Registered Investment Advisers (RIAs) for the third consecutive year. The list recognises top independent RIA firms across the US.

This is the third annual FT 300 list, produced independently by The Financial Times Ltd. (“FT”) in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. FT created the FT 300 list to provide readers with a snapshot of the best advisers in the US—“We aimed to provide a picture of leading financial advisers that would be good enough for the educated and discerning readers of the Financial Times.”

More than 1,500 pre-screened RIA firms were invited to fill out a comprehensive application. FT augmented the application data with independent research and information from regulatory filings. Criteria for the assessment focused on creating a quantifiable and objective way to form a list of “established companies with deep, institutional expertise” and included total AUM, AUM growth rates as a proxy for performance, asset retention, the ability to generate new business, years in existence, compliance record, employee industry certifications and online accessibility to illustrate commitment to transparency.

Of those considered, 300 firms were selected for the list. The list is not ranked and is presented as an “elite group” of 300 RIA firms in the US, organised by state. The average FT 300 firm has been in existence for 22 years and manages $2.6 billion in assets.

Damian Ornani, Fisher Investments’ President of Client Acquisition and Service, commented, “We are honored and delighted our firm has been recognised by The Financial Times for three years in a row. It is a privilege to be recognised by one of the world’s leading business news organisations.”

Please visit the Financial Times website for the full 2016 FT 300 list: http://www.ft.com/intl/cms/s/2/37bd6974-31b9-11e6-ad39-3fee5ffe5b5b.html

 

Fisher Investments Europe is Recognised as Wealth Manager of the Year

ADVFN honours Fisher Investments’ subsidiary for second straight year

Fisher Investments Europe, a wholly-owned subsidiary of Fisher Investments, was recognised by ADVFN as Wealth Manager of the Year in its International Financial Awards, announced March 8, 2016. The awards aim to recognise and celebrate best of breed products and services from across the financial industry, both nationally and internationally.

In announcing the award, ADVFN CEO Clem Chambers said, “Fisher Investments Europe is an innovator in wealth management and is making an impact on the UK and European financial landscape.” A panel of judges selected the winners, which include investment advisers, brokerage firms, notable journalists and trading platforms from around the globe.

ADVFN, formerly known as the Advanced Financial Network, is an online community of private investors and offers services such as investment monitoring, quotes and myriad research tools. In 2015, Fisher Investments Europe was chosen for offering “a wide range of wealth management strategies managed by Fisher Investments for individuals and institutions by devising a bespoke investment plan for each client.”

Carrianne Coffey, Director of Fisher Investments Europe commented, “We’re honoured and delighted that our firm has been recognized by ADVFN for two years in a row. We’ve worked very hard to build an offering that betters the investment universe for UK and European investors. Our priority is always on providing them with unparalleled service and continuous education. This helps affirm we’re making progress towards that endeavour.” Fisher Investments Europe joins 33 other financial companies and individuals in receiving an award. Other winners include Barclays Stockbrokers, TD Direct Investing, Morningstar and The Economist.

A complete list of this year’s winners can be found at ADVFN’s website <<here>>.

 

Fisher Investments is Awarded “Best Independent Money Management Firm”

The 2015 Wealth & Money Management Awards recognize the best in financial services

Fisher Investments, the parent company of Fisher Investments Europe, has been recognized as “Best Independent Money Management Firm” by Wealth & Finance International in its 2015 Wealth & Money Management Awards.  Wealth and Finance International’s awards are given annually and recognize a wide range of segments in the finance industry, including Alternative Investments, Insurance & Reinsurance and general Financial Services. 

According to Wealth & Finance International, “the awards are dedicated to uncovering and promoting the work and achievements of the very best the financial services community has to offer. The awards are all about the individuals, firms and departments whose dedication and commitment in all aspects of the role have seen them achieve stellar results for their clients, whether assisting with managing their wealth, planning for the future of their business or their family or providing more general – but no less vital – advice. This selection and judging process is rigorous and far reaching and we have welcomed nominations from and on behalf of firms throughout the world, from the smallest niche practices to the largest and most powerful global corporation.”

Wealth & Finance International is a monthly publication, dedicated to delivering high-quality, informative and up-to-the-minute global business content. Developed by a skilled team of writers, editors, business insiders and regional industry experts, Wealth & Finance International reports from every corner of the globe to give readers the inside track on the need-to-know news and issues affecting banking, finance, regulation, risk and wealth management in their region.

 

Fisher Investments UK is Recognized as Wealth Manager of the Year

The ADVFN International Financial Awards honor best-of-breed financial products and services

Fisher Investments UK, a wholly owned subsidiary of Fisher Investments, has been recognized by ADVFN as Wealth Manager of the Year. The award is part of the organization’s inaugural International Financial Awards, announced March 5, 2015, which honor financial services firms globally.

According to ADVFN, “The ADVFN International Financial Awards recognize and celebrate the best-of-breed products and services from across the financial industry, both nationally and internationally.” A panel of judges selected the winners, which include investment advisers, brokerage firms, notable journalists, and trading platforms from around the globe.

ADVFN, formerly known as the Advanced Financial Network, is an online community of private investors and offers services such as investment monitoring, quotes and myriad research tools. CEO Clem Chambers stated the panel honored individuals and firms “that have made a significant contribution to the financial sector over the last year.” Fisher Investments UK was chosen for offering “a wide range of wealth management strategies managed by Fisher Investments for individuals and institutions by devising a bespoke investment plan for each client.” According to ADVFN, “Fisher Investments has a respected reputation for managing the diverse needs of high net worth individuals across a range of international investment structures and in tax efficient environments.”

Fisher Investments UK joins 36 other financial companies and individuals in receiving an award. Other winners include Financial Times for Financial Publication of the Year and Morningstar for Best Fund Information Platform.   

A complete list of this year’s winners can be found here.