Fisher Investments Reviews and Awards - November 2024


Hiring a money manager is one of the most important decisions you can make, but doing your due diligence can be difficult. Our industry is rife with opinions and advice from many seemingly well-intentioned people, but how do you know whom to trust? If you’re in the process of reviewing your options, including Fisher Investments, we put this page together to help you with your due diligence process.



Evaluating Money Managers

Understanding the credibility of a potential money manager is critical to making a good decision for your financial future. Your due diligence requires careful investigation and thought. Before you decide to hire any money manager, Fisher Investments recommends asking the following questions as part of your review:

  • How can I trust my money manager has my best interests in mind?
  • How does my money manager allocate my assets to meet my unique financial goals?
  • Will I have a dedicated point of contact who knows me and my financial situation?
  • Does my money manager have a verified performance history of successfully navigating various market cycles over time for their clients?
Two people having a discussion around a desk with a tablet

You may also want to:

  • Review any filings or disclosures on the company you are considering from federal regulatory agencies (such as the SEC in the United States).
  • Consider third-party industry awards and recognition from reliable sources, such as Financial TimesPensions & Investments, or others.


Things to Know As You Review Fisher Investments UK

Fisher Investments UK takes the time to understand your overall financial situation, including your financial goals, needs, investment time horizon and much more.

Fisher Investments UK is based in the UK and regulated by the Financial Conduct Authority (FCA).

Fisher Investment UK provides restricted advice only. This means that we only recommend certain products and services offered by a limited number of third parties. At the conclusion of this detailed review, we may recommend, where deemed suitable, an asset allocation strategy we feel best fits your particular situation, along with a recommendation for the discretionary investment management services of our parent company, Fisher Investments. Fisher Investment is based in the United States and regulated by the Securities and Exchange Commission. This means that certain of the protections in the UK of retail customers may not apply.

We believe our commitment to unparalleled client service and a flexible investment approach are just some of the features that set us apart.

Don’t just take our word for it. Fisher Investments UK was named UK Best Workplaces™ recipient and UK Best Workplaces™ for Women by Great Place To Work® and are also certified as a Great Place to Work®.

  • GPTW certified badge Great Place to Work Certified

    Great Place to Work – Certified ™ - UK

    Fisher Investments UK has been Certified™ a great workplace by the independent analysts at Great Place to Work®, a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune “100 Best Companies to Work For®” list. Great Place to Work® anonymously surveyed Fisher Investments UK employees as part of its comprehensive review process. The survey measured several factors including compensation, manager quality, overall workplace atmosphere and the pride that employees feel working for Fisher Investments UK.

    Disclosure: Great Place to Work certifies companies based on employees' responses to their industry-defining Trust Index© Survey. Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less. Fisher Investments and its affiliates pay a participation fee to Great Place to Work®, which covers the cost of administering the survey to employees and the analysis and delivery of survey results. For more information, please visit: Certified Organizations and Our Methodology.

  • Great Place to Work UK Best Workplaces

    UK Best Workplaces™

    Fisher Investments UK was named a 2022 UK Best Workplaces™ recipient from Great Place To Work®—the global authority on workplace culture—for creating a positive employee work environment. This is the third consecutive year Fisher Investments UK receives the UK Best Workplaces™ recognition.

    Disclosure: To determine the 2022 Best Workplaces™ in the UK, Great Place to Work® analysed anonymous survey feedback from Fisher Investments UK employees. Employees responded to more than 60 survey questions describing the extent to which their organisation creates a great work environment. Based on these survey results and a company culture questionnaire, Fisher Investments UK earned Best Workplaces™ recognition and certification in the UK. Fisher Investments and its affiliates pay a participation fee to Great Place to Work®, which covers the cost of administering the survey to employees and the analysis and delivery of survey results. For more information, please visit: https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK

  • GPTW 2022 Wellbeing UK UKs Best Workplace for Wellbeing

    UK's Best Workplace™ for Wellbeing

    In February 2022, Great Place to Work® UK recognised Fisher Investments UK for cultivating high-levels of employee wellbeing in their inaugural UK’s Best Workplace™ for Wellbeing rankings. Fisher Investments UK was among the first organisations recognised in the UK’s Best Workplace™ for Wellbeing large company category rankings.

    Disclosure: Great Place to Work® UK experts analyse thousands of anonymous employee surveys assessing fundamental facets of employee wellbeing to receive the recognition. These include work-life balance, job satisfaction, sense of fulfilment, psychological safety and financial security. Companies must have been Certified™ by Great Place to Work® UK in 2021 to be eligible, and are evaluated according to their size.

    Great Place to Work® UK is an independent authority on workplace culture and employee experience. Fisher Investments pays a fee which covers administration costs and results analysis. For more information on Great Place to Work®, please visit: www.greatplacetowork.co.uk or https://www.greatplacetowork.co.uk/workplace/item/3141/Fisher+Investments+UK.

  • Pensions & Investments - One of the Largest Money Managers Awards Logo

    One of the Largest Money Managers

    For the eighth time, Fisher Investments was included on Pensions & Investments’ list of the world’s 500 largest money managers—which is based on total worldwide institutional assets under management.

    Disclosure: Pensions & Investments delivers news, research and analysis to the executives who manage the flow of funds in the institutional investment market. Written for pension, portfolio and investment management executives at the hub of this market, Pensions & Investments provides its audience with timely and incisive coverage of events affecting the money management business. The annual Top 500 Largest Money Managers survey ranked money managers based on total worldwide institutional assets under management as of 12/31/2023. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit: https://www.pionline.com/largest-money-managers/2024-full-list.

As of 30/09/2024, over 165,000 clients globally have done their due diligence on Fisher Investments and chosen to entrust us with their financial futures. We’re proud of our clients’ continued confidence in us.

Understanding Online Reviews

Fisher Investments knows that researching other people’s experiences with different service providers can be helpful in making purchasing decisions. For example, reading reviews about a hotel or restaurant you might visit. However, we’d caution against making decisions on online reviews alone, particularly when considering your money management options. The internet abounds with unverified users posting reviews of businesses (often paid by third parties to do so) or suspicious “review sites” with hidden conflicts of interest.

Here’s a list of useful tips to consider when you’re trying to sort out the facts from the noise in online reviews:

  • Does the review seem like it is from a real person with actual first-hand experience?
  • Does the review site verify their users by asking for an email, login, dates of experience with a service provider, etc.? Could anyone leave a review for any reason?
  • Does this review cover a period of time showing the adviser throughout a market cycle, or is it simply driven by the short-term performance of the market?
  • Is the review overwhelmingly biased toward one view?

Competitor Reviews

In today’s online world, many businesses try to get their websites to appear in search results for competitors in an attempt to win business. One tactic is to provide a “review” of a competitor online. However, this tactic is one-sided, often hides important information (like conflicts of interest), spreads misinformation or—at its best—is based on limited information. It also presents the opportunity to cherry-pick data that may not represent actual, real world client results

A Holistic Approach

Fisher Investments recommends reviewing an investment professional from multiple perspectives. Along with evaluating awards and recognition, we believe asking the right questions increases the likelihood a money manager can help you meet your goals. If you trust the answers, review available customer experiences from verified sources to help evaluate the firm.

Fisher Investments believes the right fit for you is a firm that understands your goals and has experience helping similar clients with similar goals achieve success. Trusting an adviser with your nest egg is a big step. Fisher Investments recommends thinking critically and holistically about the process so you’re set up for success.

How We're Different

Fisher Investments UK’s parent company, Fisher Investments, is one of the world’s largest privately owned US based investment manager. From our founding in 1979, our firm has been structured to help us put your interests first and we believe our time-tested, top-down investment approach is critical to our clients’ investing success.

We provide a tailored approach to investment management and financial planning. This starts with a comprehensive assessment of your financial situation that informs your investment strategy and considers important factors outside of your portfolio.

Fisher Investments reviews market performance and provides continuous education to clients via Investments Counsellors and other resources including seminars, webinars and other communications from senior members of the firm’s investments team.

Contact Us

Learn why 165,000 clients* trust Fisher Investments and its affiliates to manage their money and may be able to help you achieve your financial goals.

*As of 30/09/2024

New to Fisher? Call Us.

0800 144 4731

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