Independence, Innovation and Individuality
Independence
We are wealth managers. We are not stockbrokers, nor are we IFAs or bankers. By being completely independent of all other institutions, and by not holding client assets, we aim to ensure no conflicts of interest. We do not have any external shareholders, so our independence truly means a sharper market focus that works for our investors alone. In short, our independence makes us clearer in consideration of our clients needs.
As your wealth manager, we use a simple fee structure based on the size of a portfolio. Where portfolios or structures give rise to additional charges these are borne directly by clients and Fisher obtains no financial reward.
Innovation
Fisher Investments looks to drive innovation in investments technology. We have pioneered many developments such as security pricing methodology, electronic trading, fresh approaches to custody and dedicated client teams, which are now standard practice throughout the industry.
Our investment tools are developed by our research analysts under the guidance of the Investment Policy Committee. Innovative methodologies are designed to gain and exploit unique knowledge. As wealth managers, we are innovative in research practice and the evaluation of information.
We are continually appraising our systems and value the principle of innovation in respect of improving any element of investment performance.
Individuality
Life is what happens to individuals! We value the individuality of our clients through the highly personal service we offer. Our interest is in founding solid, working relationships and retaining clients through life-long investment cycles. We use our fact-finding process to determine individuality of need as opposed to filling boxes with ticks, and by dedicating an account team to support the individual throughout the investment term with regular seminars, client lunches and reporting.
Our individuality extends to our investment philosophy and operational style both of which centre very robustly on being dynamic. We are not wedded to a single, favoured investment approach, which may have its moment then pass. We rotate our investment style according to the time. If we were to adopt a static approach, it would mean that, just like a broken clock, we would only be right twice a day.