Fisher Investments New Zealand is part of the global Fisher Investments group of companies, which was founded in the United States by Ken Fisher in 1979 and manages over $534 billion (NZD) for over 170,000 clients around the world.

  • A Globally Recognised, Client-Focused Financial Adviser

    Fisher Investments New Zealand—part of the global Fisher group of companies—serves the investment needs of wholesale clients, businesses and institutions.

    Are you ready to start your journey to a better financial future?

    Learn How We Can Help You

Trust We Have Earned

Fisher Investments New Zealand and its affiliated businesses have been recognised by a number of institutions globally.*

170,000

individuals, families, businesses and institutions around the world

$534 billion

assets under management

45+ years

experience serving clients and helping them achieve their goals

6,000

employees dedicated to your financial goals

Wealth & Asset Management Awards 2023 Equities Manager of the Year
Award Great Place to Work - Australia - Certified
Active Manager of the Year
Pensions & Investments - One of the Largest Money Managers Awards Logo

See All Awards

*As of 31/12/2024. 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

Client-Focused

Fisher Investments New Zealand is part of the global Fisher group of companies.

From its founding in 1979, our US-based parent company, Fisher Investments, 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 New Zealand will serve as your investment manager. Fisher Investments New Zealand outsources portfolio management to its US-based parent company, Fisher Investments.

Depth of Investment Experience

The five-member Investment Policy Committee (IPC) of our US-based parent company, Fisher Investments, monitors global economic, political and sentiment drivers to forecast market conditions and make 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 

Our US-based parent company, Fisher Investments' time-tested, top-down portfolio management approach starts by analyzing 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, which includes Fisher Investments New Zealand, is privately held, which means we control our destiny. In our view, this enables unconventional thinking and helps the firm act in clients' best interest.

How We Can Help

Personal Wealth Management

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

Wealth Management Services
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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-down investment process and an innovative, robust research team, our Institutional Group helps clients around the world achieve their investment goals.

Institutional Investing Services

Insights & Media

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A Client-Focused Culture

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

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Learn why more than 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
Includes Fisher Investments and its affiliates.

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