The US-founded independent adviser will offer investment management services to “high net worth” private clients locally via a subsidiary.
Having served institutional clients across Australia and New Zealand since 2013, the new subsidiary – which will use the trademark Fisher Investments Australia – will expand to serve individuals and families.
“We’re honoured to help Australian high net worth private clients achieve their financial goals through our tailored portfolio management services, world-class customer service model, and structure that always puts our clients’ interests first,” Fisher Investments chief executive, Damian Ornani, said.
“But there are still so many more families around the world who need our investment help to meet their financial goals, and we plan on continuing to grow aggressively into new markets to meet their needs.”
Fisher Investments Australia plans to begin soliciting potential clients within the coming months and will base operations in Sydney.
“After years of planning, we’re excited to begin working with Australian families,” Fisher Investments’ senior executive vice-president, Carrianne Coffey, said.
“Our dedication to putting our clients’ interests first has proven successful everywhere we operate, and we look forward to helping Australian investors reach their financial goals with unparalleled service, continuous education and tailored portfolio management.”
Neil Griffiths
Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily.
Neil is also the host of the ifa show podcast.
