The Fisher Difference

We believe the combination of our structure—designed to always put our clients first—our expertise and our top-down investment approach is unique in our industry.

  • Structure and Values
  • Investment Approach
  • Depth of Investment Expertise
  • Privately Held
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Our Structure and Values Help Ensure We Always Put Clients’ Interests First

When you become our client, Fisher Investments Luxembourg will serve as your investment manager, outsourcing portfolio management functions to our US-based parent company, Fisher Investments. From Fisher Investments’ founding in the United States in 1979, it has always sought to put clients’ interests first.

Fisher Investments and its affiliates, including Fisher Investments Luxembourg, separate sales, client service and portfolio management responsibilities. We believe this division of labour directly benefits you by giving you undivided attention and care at every step of the relationship.

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Fisher Investments’ Investment Approach

We believe Fisher Investments’ global investment process and philosophy is critical to clients’ investing success. Fisher Investments’ time-tested, top-down investment process starts by analysing global economic, political and sentiment drivers to forecast market conditions and develop investment themes. We believe this approach can help identify and take advantage of the best investing opportunities.

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Fisher Investments’ Depth of Investment Expertise

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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Privately Held

Fisher Investments and its affiliated businesses, including Fisher Investments Luxembourg, are privately owned and controlled. Being privately held means we control our own destiny. In our view, this enables us to think unconventionally and helps us do what’s best for clients.

Whom We Serve

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Private Investors

We offer personalised wealth management strategies with the ability to devise a tailored plan for each client, calling upon our US parent company, Fisher Investments, for discretionary investment management services.

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Institutional Investors

Fisher Investments 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.

Contact Us

Connect with our knowledgeable team to learn more about working with Fisher Investments Luxembourg.

Contact Us Today