As a professional adviser you know that sometimes your clients need specialist investment management and advisory services.
As an independent company, listed on the AiM stock market, Fiske can provide a “reliable pair of hands” to manage your clients’ investments or offer suitable investment advice.
Not every financial adviser has the time to be an investment manager. By using Fiske to manage your clients’ investments, in-line with the strategy you have developed with your client, you will free up time to focus on developing your client relationships and broader business.
What services do we offer?
A truly bespoke portfolio, built in partnership with you on behalf of your client.
Direct access to your investment manager
Regular monitoring of your clients’ portfolio
Quarterly valuations and reports
Online access to view portfolios and investment activity, for you and your clients
Access to ISAs, JISAs, SIPPs and SSASs for your clients
Solicitors and Accountants
Clients often turn to their trusted advisers in times of need. As your partner we can deliver our investment management services to you and your clients because we share your commitment to the long-term wellbeing of your client.
At Fiske we listen to what clients want and genuinely care about meeting their expectations. We have not followed the mainstream trend of separating the investment management and relationship management roles.
You need to be able to trust the person you recommend to manage your clients’ money, so we will spend time with you and them building a direct relationship with all of you. Our business ethos is built on a history of personal one-to-one service; you can relax and know that your clients are being well looked after.
Our expertise in successful investment management is exemplified by the strong performance of our public fund, Ocean UK Equity.
We have a traditional approach but we are technology-enabled and use modern software tools to deliver institutional-quality investment management and advice.
Fiske serves a broad range of clients including:
Long-term investors looking to build a store of value for their family
Business owners and entrepreneurs
Individuals who have accumulated wealth over a lifetime of hard work
Those who have inherited wealth, multi-generational families and trusts