Trust We Have Earned

Fisher Investments UK and its affiliates have been recognised by a number of institutions globally.*

165,000

individuals, families, businesses and institutions around the world

£219 billion

assets under management

40+ years

experience serving clients and helping them achieve their goals

5,500

employees dedicated to your financial goals

*As of 30/09/2024. Includes Fisher Investments 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

As a client, your investments are managed by Fisher Investments UK’s parent company, Fisher Investments, which is based in the United States. From its founding in 1979, Fisher Investments has done things differently than other investment firms—not just to be different, but to put client interests first.

Fisher Investments separates sales, client service and portfolio management responsibilities, allowing employees to 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.

Investment Policy Committee (IPC)

Fisher Investments’ Depth of Investment Experience

Fisher Investments’ 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 150 combined years of industry experience.

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Top-Down, Global Investment Approach 

Fisher Investments’ 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, Fisher Investments 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—including Fisher Investments UK—is privately held, which 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.

How We Can Help

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Personal Wealth Management

We offer personalised wealth management strategies and detailed financial planning services with the ability to devise a tailored plan for each client, calling upon our parent company, Fisher Investments, for discretionary investment management services and to provide proactive, high-touch client service.

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Institutional Investing

Fisher Investments and its subsidiaries 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-level investment process and an innovative, robust research team, Fisher Investments’ Institutional Group helps clients around the world achieve their investment goals.

Michael Hanson, Senior Vice President, Research
View Transcript For the Investment Policy Committee Leadership video

Investment Policy Committee Leadership

The Investment Policy Committee (IPC) is Fisher Investments’ five-member portfolio management team responsible for making strategic investment decisions in client portfolios. The IPC has over 150 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. Fisher Investments and its subsidiaries are structured to provide superior service to clients and minimise conflicts of interest.

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

Contact Us Today