Looking for independent investment advice and implemented solutions to meet your needs as a wealth management firm or financial intermediary? Having to constantly evaluate and adjust to the shifting landscape can be difficult — particularly as economic, political, and other factors affect markets and investment outlooks. As one of the largest investment consultants worldwide, we can leverage our global infrastructure to help advance your investment management capabilities. You can better meet today’s challenges by offering innovative investment strategies to your clients. Our solutions can help standardize your investment process while allowing you to build customized relationships.
From Remote Delivery of Research to Hands-On Delegated
As a wealth management firm or financial fiduciary today, you need to provide a differentiated offering to your clients. We have the flexibility to develop strategies for you — from remote delivery of research to hands-on, delegated decision making. When you leverage Mercer’s proven and industry-leading investment research and/or investment management capabilities, you free up more time to focus on what’s far more important: the changes you want to bring about in your client’s lives.
Why Choose Mercer for Wealth Manager Solutions?
Wealth management firms and leading financial intermediaries work with Mercer to take advantage of our investment research, advice, and implementation services. We can help your organization generate investment ideas, perform due diligence, and/or assess operational and fiduciary risks. We can help — whatever your needs. For nearly five decades, we’ve been providing advice to institutional investors.
- Flexible service model: We can customize strategies to fit your needs — from an advisory role to delegation. This includes custom fund creation and management.
- Global scale: We are one of the largest investment consultants worldwide with 2,200 wealth professionals, and 135+ research-dedicated managers. AUA of $11.7 trillion in assets, and AUM of $241 billion.
- World-class research: We provide in-depth access to insightful and forward-looking independent research across traditional and alternative asset classes.
Please See Important Notices For Further Information.
1 These case studies are illustrations of Mercer's capabilities provided to certain clients. Client results will vary and there can be no guarantee of similar results.
2 Information as of June 2018
3 Information as of December 31, 2017
4 Information as of March 31, 2018