Fisher Wealth Management

Part of One of the Leading Independent Investment Planning Firms in the World

Fisher Wealth Management is part of the global division of Fisher Asset Management, LLC, an independent private asset manager with over £21 billion* under management.

Fisher Wealth Management may arrange offshore custody solutions in the Isle of Man or Jersey. They are recognised as leading International Financial Centres with thorough investor protection through the Financial Supervision Commission and Financial Ombudsman Scheme in the Isle of Man, and the Financial Services Commission in Jersey.

Where appropriate, Fisher Wealth Management is able to call upon the services of Fisher Asset Management, LLC for discretionary investment planning and management services. Fisher Asset Management, LLC is based in California and regulated by the Securities and Exchange Commission. The protections of the UK regulatory system, including the Financial Services Compensation Scheme, do not apply to its services. However, the assets of clients who use a UK custodian are protected by the Financial Services Compensation Scheme, by virtue of the custody arrangements that we employ. All UK custodians are regulated by the Financial Services Authority, participate in the Financial Services Compensation Scheme and have substantial account level insurance coverage.

*As of 31 March 2008