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Our investment approach

We listen to what you want from your investments and work with you to deliver it. Our bespoke personal service means that nearly every client portfolio is different.

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Our history

Our investment managers know their clients well and can always be called upon to provide unbiased advice based on a close and longstanding knowledge of their affairs.

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Our team

The team at Fiske are experts in their field and collectively we offer clients several hundred years of investment and operational experience.

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FAQ

Here are answers to questions often asked by our clients. Contact us on info@fiskeplc.com if you cannot find the information you need.

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Companies & Trusts

The responsibilities of Trustees and Directors have increased significantly in recent years. At Fiske we understand the need for you to work with a trusted partner to manage the investments for which you are responsible. The Trustee’s Act has increased the fiscal responsibilities of Trustees and, by working with the team at Fiske, you can minimise the additional burden you are now under.

What services do we offer?

  • A tailor-made portfolio, built in partnership with you, that matches the ethos of your charity, company or trust and includes any ESG (environmental, social and governance) principles you may wish to uphold.
  • Direct access to your investment manager, who is dedicated to helping you meet your specific objectives
  • Regular monitoring of your investment portfolio
  • Quarterly valuations and reports in jargon-free language
  • Full administration and reporting service

I have used Fiske for more than 30 years and I am more than happy with their service. I follow the market closely, yet I find it reassuring to discuss potential share purchases and disposals with the team rather than simply being told what has been done. Investment is a long-term activity, and, despite many ups and downs, my portfolio has performed very well over the years, largely thanks to the Fiske team.

Joseph N. (Kingston-upon-Thames)

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