Fisher Investments Reviews and Awards - February 2025
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 Luxembourg, 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 Luxembourg 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?
You may also want to:
- Search the Commission de Surveillance du Secteur Financier (“CSSF”) register to check if the investment provider or adviser you're considering is authorised.
- Consider third-party industry awards and recognition from reliable sources, such as Les Echos, or others.
Things to Know As You Review Fisher Investments Luxembourg
Fisher Investments Luxembourg takes the time to understand your overall financial situation, including your financial goals, needs, investment time horizon and much more. Fisher Investment Luxembourg is regulated by the CSSF. This means that we will 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 Fisher Investments. Fisher Investments Luxembourg is regulated by the CSSF. Fisher Investments is not regulated by the CSSF, they are based in the United States and Regulated by the SEC. This means that certain of the protections in Luxembourg 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.
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Active Manager of the Year
In May 2024, Fisher Investments was recognised as Active Manager of the Year by MoneyAge at its sixth annual Wealth and Asset Management awards. The Wealth & Asset Management Awards celebrate success and innovation in the wealth and asset management industry. Founded in 1979, Fisher Investments has a long history of providing actively managed investment strategies to its global institutional investment clients.
Disclosure: Established in 2017, MoneyAge is a London-based magazine catering to financial sector participants and service providers. The Wealth and Asset Management award's objectives are to honour outstanding firms in the various asset management fields including recognising excellence in client service and support. An independent panel of expert judges from within the sector consider factors including customer service and effective portfolio management. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit: Winners 2024 // Wealth and Asset Management Awards (moneyage.co.uk)
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Wealth & Asset Management Awards – Equities Manager of the Year
MoneyAge recognised Fisher Investments as their 2023 "Equities Manager of the Year" at the fifth annual Wealth & Asset Management Awards. This is the first time Fisher Investments has been recognised as "Equities Manager" of the Year by MoneyAge.
Disclosure: MoneyAge chose winners based on recommendations from an independent panel of expert judges from within the sector considering factors such as customer service and effective portfolio management. Fisher Investments pays a fee for promotion and logo distribution rights. For more information, please visit: https://www.moneyage.co.uk/assetmanagementawards/winners23.php
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Great Place to Work – Certified ™ - Luxembourg
Fisher Investments Luxembourg was certified as a "Great Place to Work". This recognition not only honors us as a top organisation in Luxembourg, but celebrates our ability to drive trust, pride and camaraderie in the workplace.
Disclosure: Great Place to Work selects winners of the Best Workplaces lists primarily based on employees' responses to their industry-defining Trust Index© Survey, taken as part of Great Place to Work® Certification. Results from the survey are highly reliable, having a 95% confidence level and a margin of error of 5% or less.
Great Place to Work® is a recognised 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 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. Fisher Investments Luxembourg pays a fee which covers administration costs and results analysis.
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One of the Largest Money Managers
In 2024, 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 31/12/2024, over 170,000 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 Luxembourg 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?
For Fisher Investments Luxembourg reviews are a small part of a bigger picture and although they can provide insight, they should not be trusted on face value alone.
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 Luxembourg 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 Luxembourg 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 Luxembourg recommends thinking critically and holistically about the process so you’re set up for success.
How We're Different
Fisher Investments Luxembourg'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 170,000 clients* trust Fisher Investments and its affiliates to manage their money and how we may be able to help you achieve your financial goals.
*As of 31/12/2024
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