Fisher Investments Launches Private Client Group in Australia

Fisher Investments

PR89889

 

SYDNEY, June 12, 2021 /PRNewswire=KYODO JBN/--

 

-- Firm continues rapid global expansion to bring institutional-caliber

investment management to Australian high net worth clients

 

Fisher Investments, one of the world's largest independently owned, fee-only

registered investment advisers, announced it will begin offering investment

management services to Australian high net worth private clients via a

subsidiary. The subsidiary, Fisher Investments Australasia Pty Ltd, has served

institutional clients in New Zealand and Australia since 2013 and will now

expand to serve individuals and families. The subsidiary will use the

trademark, Fisher Investments Australia(R) with private clients in Australia.

 

Logo - https://mma.prnewswire.com/media/1008718/Fisher_Investments_Logo.jpg

 

Australia is the 16th new international private client market Fisher

Investments has entered, and the firm is preparing for even more growth ahead.

"We're honored 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. 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," said Fisher

Investments' CEO Damian Ornani.

 

Carrianne Coffey, Fisher Investments' Senior Executive Vice President

responsible for the firm's international private client operations, said,

"After years of planning, we're excited to begin working with Australian

families. 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."  

 

Fisher Investments Australia(R) will base its operations in Sydney, and plans

to begin soliciting potential clients by midyear. The firm is actively hiring

candidates for sales, service and operations roles, and offers generous

compensation plans, exciting benefits and flexible career paths. For

information on career opportunities at all Fisher Investments locations, visit

www.fishercareers.com.

 

About Fisher

Investments                                                              

Fisher Investments is an independent, fee-only investment adviser based in the

United States. As of 03/31/2021, Fisher Investments and its subsidiaries manage

over $169 billion in assets--over $109 billion for North American private

investors, $40 billion for institutional investors, $17 billion for European

private investors and $1 billion for US small- to mid-sized business retirement

plans. Fisher Investments maintains four principal business groups, which serve

a global client base of diverse investors: US Private Client, Institutional,

Private Client International and 401(k) Solutions. Founder and Executive

Chairman Ken Fisher wrote the Forbes "Portfolio Strategy" column from 1984

through 2016, making him the longest continuously running columnist in the

magazine's history. In recent years, Ken's columns have run consistently in

major media outlets across almost every Western European country as well as

material Asian countries, spanning more countries and more volume than any

other columnist of any type in history. Ken has also authored 11 books,

including four New York Times bestsellers on finance and investing. For more

information on Fisher Investments, please visit: www.fisherinvestments.com.    

 

About Fisher Investments Australia(R)

Fisher Investments Australia(R) is a trademark of Fisher Investments

Australasia Pty Ltd (ABN 86 159 670 667, AFSL 433312), which provides services

to wholesale clients only and outsources portfolio management to its parent

company, Fisher Investments. Investing in equities and other financial products

involves the risk of loss. Fisher Investments Australasia Pty Ltd was

established in 2013 and is based in Sydney.

 

SOURCE:  Fisher Investments

 

CONTACT: John Dillard

         Senior VP of Global Public Relations

         Fisher Investments

         mediainquiries@fi.com

         +1-855-312-4347

 

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