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Thinking of using Fisher Investments UK to actively manage my pension pot of £600 k. Want to know what market leaders should I be judging there fee structure and short term and long term performance against please?
If you’re looking at Fisher Investments for a £600k pension, the main things to benchmark are fees and performance.
Fisher usually charges around 1% a year (declining at higher levels) which is fairly inline compared with other discretionary wealth managers like 7IM & Saltus most are in the 0.75%–1% range, often with extra fund costs on top.
You might also want to look at lower-cost alternatives such as Vanguard Personal Financial Planning or Wealthify discretionary portfolios, which can be closer to 0.25%–0.75%.
On performance, don’t just take Fisher’s marketing at face value. In the short term (1–3 years), compare them with peer group benchmarks like the ARC Private Client Indices or the Investment Association’s Mixed Investment 40–85% Shares sector. For the long term (5–10+ years), compare them against a global equity index such as MSCI World or FTSE All-World, since Fisher typically runs equity-heavy, globally diversified portfolios.
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Evelyn Partners (formerly Tilney Smith & Williamson) Offers both discretionary & active portfolio management, plus financial planning. AUM ~ £60-£65 billion.
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WikipediaSt. James’s Place Large public wealth management / advice firm; big reach in the UK.
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WikipediaCoutts Very high-net-worth clients; bespoke portfolio construction, risk management, global investment views.
coutts.com
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