As a wealth management firm, you need to enhance your clients’ investment proposition, and reduce your financial and risk burdens while implementing fast and effectively.
We offer a flexible service model across the continuum — from access to our research portal to delegated decision making. Leveraging Mercer’s proven and industry-leading investment research and investment management capabilities, supports your business to deliver successful investment and business outcomes.
We are a leading global investment advisory and solutions provider, supporting you, our clients, in meeting your investment and business objectives.
As part of Mercer, the world’s largest investment consulting firm, we have for over the last 40 years , advised and collaborated with asset owners and discretionary managers in creating and developing efficient and cost effective investment solutions that stand the test of time.
Detailed capital market and fund research form the foundation of the advisory and discretionary investment services we bring to wealth managers. As one of the fastest growing providers in the global market we continually invest in our professional resources to enhance our service to you.
Our long standing experience helps us truly understand the multiple challenges faced by wealth managers of all shapes and size. We pride ourselves on our pragmatic approach and work with clients as you see fit and as your needs evolve; providing our services on both an advisory and discretionary basis
Some useful statistics which demonstrate our commitment, success, scale and ambition are outlined below:
*as of February 2019
|Tools and research