Active Wealth Management UK Providers

Viewing 3 posts - 1 through 3 (of 3 total)
Author Posts
September 16, 2025 at 11:06 am #154716
lezhood Participant

Thinking of using Fisher Investments UK to actively manage my pension pot of £600 k. Want to know what market leaders should I be judging there fee structure and short term and long term performance against please?

September 23, 2025 at 11:30 am #154795
Richard Berry Participant

If you’re looking at Fisher Investments for a £600k pension, the main things to benchmark are fees and performance.

Fisher usually charges around 1% a year (declining at higher levels) which is fairly inline compared with other discretionary wealth managers like 7IM & Saltus most are in the 0.75%–1% range, often with extra fund costs on top.

You might also want to look at lower-cost alternatives such as Vanguard Personal Financial Planning or Wealthify discretionary portfolios, which can be closer to 0.25%–0.75%.

On performance, don’t just take Fisher’s marketing at face value. In the short term (1–3 years), compare them with peer group benchmarks like the ARC Private Client Indices or the Investment Association’s Mixed Investment 40–85% Shares sector. For the long term (5–10+ years), compare them against a global equity index such as MSCI World or FTSE All-World, since Fisher typically runs equity-heavy, globally diversified portfolios.

October 17, 2025 at 5:46 am #155549
Risa Harvey Participant

🏢 Major Wealth Managers
Provider What they do / strengths
Evelyn Partners (formerly Tilney Smith & Williamson) Offers both discretionary & active portfolio management, plus financial planning. AUM ~ £60-£65 billion.
Wikipedia

Brooks Macdonald Specialises in discretionary investment management, wealth planning for high-net-worth individuals.
Wikipedia

Quilter plc Wealth & investment management for different client segments; combines active and advisory services.
Wikipedia

St. James’s Place Large public wealth management / advice firm; big reach in the UK.
Wikipedia

Killik & Co Independent firm focused on personalised advice, discretionary investment, trusts, tax, etc.
Wikipedia

RBC Brewin Dolphin Strong presence in the UK, with lots of experience on investment & financial planning for individuals, companies, charities.
Wikipedia

Coutts Very high-net-worth clients; bespoke portfolio construction, risk management, global investment views.
coutts.com

Viewing 3 posts - 1 through 3 (of 3 total)
  • You must be logged in to reply to this topic.