CEO & Chief Investment Officer – Fisher Investments
Chairman – Fisher Wealth Management
Ken Fisher started his investment management career working with his father, legendary investor Philip Fisher. In the early 1970s, Ken went out on his own, founding Fisher Investments and building it into the successful organisation it is today.
In 1984, Ken began writing his prestigious Portfolio Strategy column for Forbes magazine, and from 2000-2006, wrote a monthly column in Bloomberg Money in Britain. Ken has written six books, including three New York Times bestsellers, 2006's The Only Three Questions That Count, 2008's The Ten Roads to Riches, and 2009's How to Smell a Rat. In 1984, his Super Stocks was that year's bestselling stock market book. Others include 1987's The Wall Street Waltz and 1993's 100 Minds That Made the Market, both re-released by John Wiley & Sons in 2007. In addition to English, Ken’s books have been translated into Chinese, German, Indonesian, Japanese, Korean, Portuguese, Romanian, and Thai, reaching of 2/3 of global GDP.*
His 1970s theoretical work on the Price-to-Sales ratio popularised what is now a part of the core financial curriculum. In the 1980s Fisher Investments research team helped create a school of equity style management called "domestic small cap value", a major category for institutional and retail investors.
Fisher Investments has since expanded its management and research specialisation into myriad style-based strategies. Ken Fisher's most recent focus has been on behaviouralism and finance where his scholarly work has been widely published in prestigious journals such as the Financial Analysts Journal and Journal of Portfolio Management, where a piece co-authored with Meir Statman of Santa Clara University won the JPM award for "Outstanding Article" for 2000-2001. In 2010, Ken was named one of the industry's 30 most influential people over the previous 30 years on Investment Advisor magazine's prestigious IA-30-30 list.
Vice Chairman – Fisher Investments
Jeff started his career with Fisher Investments in 1983. Since then, Jeff has worked in every aspect of the business, most recently serving as President and COO from 1996 until becoming Vice Chairman in 2005. Since 1988, Jeff has been a member of the Investment Policy Committee, the portfolio strategy decision-making body of Fisher Investments, developing the global strategy and direction of the portfolio holdings for all institutional and private client accounts.
A published author and esteemed lecturer, Jeff has proved pivotal in the robust growth of the firm. In his early days, he was Director of Trading and Operations, where he was instrumental in developing the firm's cutting edge research, trading and portfolio management technology. His most recent efforts have helped expand the Fisher Investments Institutional Group from ₤500M to ₤5B under management. Prior to his 25+ year tenure at Fisher Investments, he worked as an analyst & database developer for First Republic Capital Corporation.
Managing Director – Fisher Wealth Management
Miles joined Fisher Wealth Management in 2007. Prior to joining Fisher’s UK operation, he was Managing Director of Towry Law UK Life and Pensions, one of the largest independent financial advisors specialising in investment and tax planning advice to the mass affluent and high net worth market throughout the UK. Prior to that, Miles was Managing Director of Towry Law International where he spent 4 years in Hong Kong setting up and running the hub of their Asian operation. Miles has 31 years of experience in the provision of financial advice, and running businesses which offer tailored solutions in today’s complex tax and investment environments. To this end, his role with Fisher Wealth Management provides a great opportunity to build a significant presence for a true global wealth manager in the UK.