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
- Companies and Trusts