Client Programmes
Fisher Investments UK continually seeks new ways to enrich your client experience. In addition to helping you achieve your long-term financial goals via portfolio management, we host a series of client-only programmes to provide you with timely updates and education regarding financial markets and your portfolio.
These events are exclusively for clients of Fisher Investments UK and offer direct access to senior decision makers and other clients of the firm. Examples include Fisher Forecast Seminars, Investment Roundtables, Fisher Friends events, and more.
There is no additional cost for clients to attend, and we encourage you to attend as many as you like.
This high level of client education and service is a cornerstone of our Private Client Group. Whilst most of our industry reserves these offerings for institutional investors, Fisher Investments UK is proud to offer these programmes to all clients.
Fisher Forecast Seminars™ are held across the country. These presentations provide clients the latest information on our global market forecasts, portfolio strategy and current events impacting financial markets.
Investment Roundtables™ are in-depth, discussion-oriented Q&A sessions with small groups of clients. Unlike our Fisher Forecast Seminars, there is no presentation; Investment Roundtable discussions are driven by topics clients would like to cover.
Fisher Friends™ are unique client-only events offering a chance to meet other clients in your area in an informal setting over breakfast, lunch, or dinner. No agenda, no presentation, and no Fisher Investments UK staff, apart from a brief introduction. All paid for by Fisher Investments UK. You are the focus, and topics of conversation are up to you!
Fisher Connect Webinars™ are live web-based seminars that allow clients to hear from and ask questions to Investment Policy Committee members or other senior members of our firm. These events offer an opportunity for clients who may not have the time or ability to attend in-person events.
Client Video Conferences™ are small, interactive online meetings that blend the convenience of our online webinars with the personalised Q&A of a roundtable discussion.
Client Forums™ blend the best of Fisher Forecast Seminars (topical, formal presentation) and Investment Roundtables (smaller groups with greater opportunity for questions and dialogue).
