If you’re looking for an investment firm to manage your hard-earned assets —so you can enjoy your retirement or whatever else matters most to you in life—then you’ve come to the right place. Fisher Investments Luxembourg Sàrl is a different kind of investment firm. We’re a fiduciary, obligated to put client interests first. We tailor a portfolio to your individual goals and needs—all for a simple, straightforward fee based on the size of your account.
Fisher Investments Luxembourg offers discretionary investment management tailored to your long-term goals. Fisher Investments Luxembourg delegates the day-to-day portfolio strategy decision making to its parent company Fisher Asset Management LLC, trading as Fisher Investments. Client assets are held with well-known custodians in Europe. Fisher Investments and its affiliates currently manage €263 billion for individuals, families and institutions around the world.1 With roots as an institutional money manager, we provide the same investment expertise to individuals as our institutional clients—which include some of the largest corporations, pension funds and endowments in the world. This means you get a more disciplined investment strategy and a higher level of service than you’ll find elsewhere.
For over 40 years, Fisher Investments and its affiliates have helped tens of thousands of clients down the path of reaching their financial goals.2 We welcome the opportunity to learn more about your situation and mutually discover if we could be a fit for you.
Fisher Investments is an independent investment adviser currently managing €263 billion for individuals, families and institutions around the world.*
This means you get a more disciplined investment strategy and a higher level of service thanks to our roots as an institutional money manager.
The Fisher Investments organisation provides a tailored approach to investment management and financial planning that always puts clients first. This starts with a comprehensive assessment of your personal situation that informs your investment strategy and even considers important factors outside of your portfolio. The result is a highly personalised approach consistent with your goals and needs.
We don’t sell standardised portfolios. We take the time to understand your individual goals and needs, and build a tailored portfolio to help you meet your objectives. And we regularly check in on anything that may have changed.
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Fisher Investments and Fisher Investments Luxembourg Sàrl charge one simple fee based on the size of the portfolio we manage for you. We structured our fees so we do better when you do better. There are never hidden or layered fees.
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Many of our clients are looking for their assets to last throughout their retirement years while generating income. We therefore take a longer-term view towards performance measurement.
Learn MoreUnlike many money managers that sell standardised portfolios, we tailor portfolios to your individual needs and goals. Fisher Investments Luxembourg Sàrl doesn’t sell high-commission investment products and earn no commissions on trades. We simply charge a management fee based on the size of your account—so we do better when you do better. Furthermore, you will have a dedicated Investment Counsellor who calls regularly to keep you informed (not because we have something to sell).
| Fisher Investments Luxembourg Sàrl: |
|---|
 Adapts your portfolio to your goals and needs |
| Calls you regularly to keep you informed |
| Never apply hidden or accumulated fees |
| Some managers: |
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 Offer standardized portfolios |
| Do not call you until they have a product to sell to you |
| Offer products or models with accrued fees |
If you have 350,000€ or more in investable assets, contact us today to find out how our Private Client Group can help you achieve a successful financial future in retirement.
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Fisher Investments and Fisher Investments Luxembourg Sàrl charge one simple fee based on the size of the portfolio we manage for you. We structured our fees so we do better when you do better. There are never hidden or layered fees.
Learn More
Many of our clients are looking for their assets to last throughout their retirement years while generating income. We therefore take a longer-term view towards performance measurement.
Learn More
Fisher Investments Private Client Group has representatives in Luxembourg and in 16 countries internationally.
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1 As of 30/09/2024, Fisher Investments and its subsidiaries manage over €263 billion in assets globally—over €223 billion for private investors, €39 billion for institutional investors and €4 billion for US small to mid-sized business retirement plans.
2 As of 30/09/2024
