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Global wealth firm unveils private client operation in Ireland

By Robbie Lawther, 19 Jul 21

It was a ‘logical step’ for the business in its quest to ‘help more clients globally’

US-headquartered Fisher Investments has opened an Ireland-based subsidiary to offer investment management services to high net worth investors and families.

This follows the firm’s recent expansion to serve Australian high net worth clients with the launch of a private client arm in the country.

Damian Ornani, Fisher Investments chief executive, said: “The decision to expand into Ireland was a logical step given the success we’ve experienced with our client-first model elsewhere in Europe.

“It’s another milestone in our mission to better the investment universe and help more clients globally.”

Carrianne Coffey, senior executive vice president of the private client group international at Fisher Investments, said: “We’re honoured to help high net worth clients in Ireland reach their financial goals.

“We look forward to showing Irish investors how our tailored portfolio management, personalised client service and structure that always puts their interests first, can help them plan for brighter financial futures.”

Fisher Investments is an Washington-headquartered independent investment adviser firm. As of 30 June 2021, Fisher Investments and its subsidiaries managed over $188bn ($137bn, €160bn) in assets globally.

Tags: Ireland

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.