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For over 30 years, institutional investors such as pension funds, government agencies, statutory funds, insurers, universities and foundations have chosen Mercer as their trusted investment adviser in 35 countries around the world.

 

A number of financial services and wealth management firms have also engaged Mercer to help them develop leading, multi-manager investment products for their retail investors.

 

As one of the world’s largest investment consulting firms, Mercer has significant scale advantages with over 600 investment professionals in 51 offices around the world and over 60 specialist manager researchers. We advise over 2,700 clients with assets in excess of US$3 trillion. This scale translates to real benefits to our clients in the form of global research coverage at a cost effective price.
 

Mercer’s institutional quality research and advice is now available to wealth management firms servicing the growing ranks of high net worth (HNW) individuals.

 

Mercer is already helping a number of these firms solve a range of business needs:

 

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DIFFERENTIATION

Wealth management firms that focus on HNW investors can differentiate themselves from firms serving the mass consumer segment by accessing Mercer’s institutional quality intellectual capital.

 

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CREDIBILITY

Globally, the Mercer brand is synonymous with quality. Global brands need to ensure they partner with equally credible service providers. Local firms may enhance their reputation by partnering with Mercer.

 

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SOLUTIONS TO SPECIFIC INVESTMENT PROBLEMS

Through access to a global consulting network, Mercer can efficiently solve issues that require, specialized expertise.

 

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INDUSTRY KNOWLEDGE AND TRAINING

Given the explosive growth in Asia’s financial sector, it is increasingly difficult to secure experienced client advisers. Mercer can help develop the expertise of both new and more experienced advisers.

 

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CLIENT COMMUNICATION

Mercer can help with any investment-related material for advisers to incorporate into their client communications. These include investment-specific notes such as one page fund profiles, educational articles and tools on broad investment topics, and articles on topical issues.

 

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REDUCED COMPLIANCE BURDEN

Mercer’s global research coverage enables firms with limited resources to meet regulatory demands that require a deeper knowledge of the market.

 

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LEVERAGING TECHNOLOGY FOR PRODUCTIVITY

Mercer can build information technology solutions to streamline processes and improve adviser productivity. This enables advisers to spend less time on research and administration and more time in front of clients.

 

 

 

 

 

 

 

 

 


Wealth Management Information