Fisher Wealth Management

General information

Fisher Investments UK is a wholly-owned subsidiary of the US-based investment management firm Fisher Investments. Fisher Investments UK offers the portfolio management services of its parent company to investors in the United Kingdom. The Fisher organisation manages over £64 billion in assets globally, including £33 billion for North American private investors, approximately £27 billion for institutional investors and approximately £3 billion for European private investors*.

Fisher Investments was founded in 1979 in the United States by legendary investor and globally recognised investment guru Ken Fisher who is Fisher Investments’ Executive Chairman and Co-Chief Investment Officer and Chairman and Director of Fisher Investments UK. He is regularly requested by financial media, in both the United States and the United Kingdom, to analyse and discuss stock market movements and the impacts of politics on global markets, as well as global economic drivers. Ken is the longest-running columnist in Forbes' history, having written the Forbes’ Portfolio Strategy column from 1984 to 2017. Ken has also authored 11 investment related books, 4 of which are New York Times bestsellers.

Fisher Investments UK’s approach provides clients with opportunities not only within, but also outside of the British and European markets. By leveraging the significant research and portfolio management resources of the Fisher organisation, this investing approach capitalises on country, sector, and industry cycles globally. Fisher Investments’ five-person Investment Policy Committee has over 130 years of combined industry experience.

Fisher Investments UK believes the greatest contributor to long-term performance is asset allocation. Using a top-down approach to portfolio management, Fisher Investments first focuses on broad investment factors such as economic and political climates. This is followed by a focus on sub-asset allocation, including factors such as country or sector decisions. The final contributor to long-term portfolio return is individual security selection. Further, Fisher Investments uses various risk control techniques to evaluate asset allocation risk, country, sector and style risk, stock specific risk, operation risk assessment, liquidity risk, and solvency risk amongst others to build and manage client portfolios.

Fisher Investments UK offers clients proactive, world-class service to keep them up to date on markets and their individual portfolio objectives. Clients receive a personalised portfolio based on their financial goals and time horizon, along with a dedicated Investment Counsellor who provides personal, proactive communication throughout the year with access to extensive stock market research and analysis through the many educational resources developed by Fisher Investments’ in-house research department and editorial team. Clients also receive detailed quarterly reports highlighting global market and portfolio updates, as well as the opportunity to attend informative online and in-person events with the senior members of the Fisher organisation.

Please visit our Fisher Investments UK website at www.fisherinvestments.com/en-gb to learn more about the investment management services offered to UK investors.

*As of 30/06/2017, includes assets under management of Fisher Investments, its subsidiaries and affiliates.

Fisher Investments UK’s important disclosures and privacy policy:
https://www.fisherinvestments.com/en-gb/privacy-and-security

To learn more about Fisher Investments UK please visit:
https://www.fisherinvestments.com/en-gb/about/frequently-asked-questions