wealth and investments

financial intermediary partnerships

Wealth and Investments
Mercer Wealth Manager Solutions

From delivery of research to implementation – a fully flexible service model

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.

The Complete Investment Service For Wealth Management Organisations

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.

Mercer Extends Your Knowledge

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

Research With a Competitive Edge

Some useful statistics which demonstrate our commitment, success, scale and ambition are outlined below:

  • One of the largest manager research teams with over 150  people globally covering close to 33,000 strategies and more than 6,000 managers
  • In excess of $240 billion in assets under management through multi manager or single manager solutions*
  • Over $11 trillion in assets under advice*
  • Dedicated Responsible Investment team
Fluid and Flexible

*as of February 2019

Investment services for wealth management organisations

Tools and research
  • Global manager database
  • Performance analytics
  • Investment research
  • Capital market research
  • Operational due diligence
  • Market intelligence
  • Fee benchmarking
  • Investment strategy
  • Asset allocation
  • Portfolio construction
  • Manager selection
  • Responsible investment
  • Operational Risk consulting
  • Transitions and custody advice
  • Multi-asset solutions
  • Single manager solutions
  • Sustainable investment funds
  • Strategy implementation
  • Hedge funds and private markets solutions
  • Bespoke implementation
Find Out How Mercer Can Help
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Wealth and Investments Solutions