Trust We Have Earned

FAM and its affiliates have been recognised by a number of institutions globally.

210,000

individuals, families, businesses and institutions around the world

$637 billion

assets under management

45+ years

experience serving clients and helping them achieve their goals

7,000

employees dedicated to your financial goals

See All Awards

As of 30/06/2026. Includes FAM and its affiliates.
See here for a full list of awards disclosures.

Structured to always put your interests first

  • Client-Focused
  • Investment Experience
  • Top-Down, Global Investment Approach
  • Privately Held
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Client-Focused

From its founding in 1979, our US-based parent company, FAM, has done things differently than other investment firms—not just to be different, but to put client interests first. By separating sales, client service and portfolio management responsibilities, employees can build breadth and depth in their areas of expertise. We believe this division of labour directly benefits you by reducing conflicts of interests and giving you undivided attention and care at every step of the relationship.

As our client, Fisher Investments will serve as your investment manager. Fisher Investments outsources portfolio management to its US-based parent company, FAM.

FAM's Depth of Investment Experience

FAM's five-member Investment Policy Committee (IPC) monitors global economic, political and sentiment drivers to forecast market conditions and makes strategic decisions for client investment strategies. The IPC has over 175 combined years of industry experience.

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Top-Down, Global Investment Approach 

FAM's time-tested, top-down portfolio management approach starts by analysing broad global economic, political and sentiment drivers to forecast market conditions and develop investment themes.

Using that analysis, FAM finds opportunities across investment categories before narrowing down to the specific securities it believes will perform well moving forward.

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Privately Held

The global Fisher group of companies is privately held. This gives the firm control over its destiny. In our view, this means we are better able to do what’s best for our clients and think differently from many in our industry.

What Clients Say About FAM and its Affiliates

Over 210,000 clients* globally have done their due diligence and entrusted FAM and its affiliates with their investments. Here’s what some of these clients have to say about their experience:

Testimonials are verified and selected from current satisfied clients of Fisher Investments or its affiliates who have generally provided feedback by responding to a general feedback survey, have not been compensated for such feedback, and have met certain other criteria, including providing consent, and are not based on account performance. Testimonials reflect the personal views and experiences at the time given and individual client experiences may vary. Testimonials may be edited for clarity, length, and to remove confidential information. Testimonials are reviewed regularly and remain published until they no longer meet the necessary criteria, including if consent is withdrawn. Services may differ by entity. Please see our Disclosures page for more information.
*As of 30/06/2026. Includes FAM and its affiliates.

How We Can Help

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Personal Wealth Management

We offer personalised wealth management strategies for wholesale clients, with the ability to devise a tailored plan for each client and outsource portfolio management to our US-based parent company, FAM.

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Institutional Investing

FAM and its affiliates have a long history of managing assets for some of the world’s largest, most prestigious institutions, including corporations, pensions, endowments, sovereign wealth funds and many others. Powered by a time-tested, top-down investment process and an innovative, robust research team, FAM's Institutional Group helps clients around the world achieve their investment goals.

View Transcript For the Investment Policy Committee Leadership video

Investment Policy Committee Leadership

The Investment Policy Committee (IPC) is FAM's five-member portfolio management team responsible for making strategic investment decisions in client portfolios. The IPC has over 175 years of combined industry experience. Stability and longevity help build consistency with your investment strategy.

A Client-Focused Culture

Compared with other investment firms, we do things differently—not just to be different, but because it matters for clients. FAM and its affiliates are structured to provide superior service to clients and minimise conflicts of interest.

Learn More

Learn why 210,000 clients* trust FAM and its affiliates to manage their money and how we may be able to help you achieve your financial goals.

*As of 30/06/2026.

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