Fisher Investments UK Reviews
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Fisher Investments UK Reviews

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Very Involved, continuous updates and supported Company !

21st October 2024

Happy with this US based , Very Involved, continuous updates and supported Company !

Natarajan Sivakumar
Fisher Investments UK: High-touch active wealth manager, but pricey and limited access
Fisher Investments UK Reviews

Provider: Fisher Investments UK

Verdict: Fisher Investments UK offer a personalised, disciplined global investment manager focused on high-net-worth clients; offers discretionary portfolio and financial planning services with transparent fee claims, though actual charges are relatively high and minimums steep.

Are Fisher Investments UK any good?

Fisher Investments UK offer personalised, research-driven wealth management for high-net-worth clients, but their high fees and mixed reviews mean they may not suit everyone.

Pricing: Fisher Investments UK operates on a fee-only basis, meaning they do not earn trading commissions, and they claim to align their interests with clients through a simple and transparent fee structure.

However, their fees are considered high compared to passive or lower-cost providers, and the UK site offers limited detail on exact charges. Their high minimum account size also means that economies of scale mainly benefit clients with large portfolios.

Market Access: Fisher offers access to global markets, multiple strategies, and a range of asset classes, including equities, fixed income, and emerging markets.

Their top-down approach gives them flexibility to shift portfolios based on macroeconomic trends. However, they may offer less choice for very small investors, and because portfolios are discretionary, clients do not have the ability to self-trade or directly control individual holdings.

Online Platforms & Apps: Fisher provides good educational insights, resources, regular communications, and access to a dedicated client service team.

That said, it’s not clear how advanced or feature-rich their online or digital tools are compared to leading fintech platforms. Their service appears to be more relationship-led than technology-led.

Customer Service: Fisher emphasises personal service, frequent touchpoints, transparency, and their institutional pedigree.

Research & Analysis: Fisher has a strong internal research team, including an experienced Investment Policy Committee, and they conduct global macro, sector, and security-level analysis while publishing regular market insights.

The main drawback is that it is harder to verify the net performance of all their strategies, not all research tools may be directly available to clients, and as with any active approach, there is a higher risk of underperformance versus benchmarks.

Pros

  • Global market exposure
  • Personalised wealth management
  • Experienced research team

Cons

  • High minimum investment
  • Expensive compared to peers
  • Mixed customer reviews
  • Pricing
    (3)
  • Market Access
    (4)
  • App & Platform
    (3.5)
  • Customer Service
    (3.5)
  • Research & Analysis
    (4)
Overall
3.6
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