Financial Advisers 

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Mercer's Wealth Management business supports wealth managers, financial advisers, family offices, or individual wholesale investors. In the Pacific, we've been delivering solutions for over 20 years and had business speaks to around 15,000 advisers spread across the region. We talked of three key segments, large licensees, independent financial advisers, and private wealth.

In a nutshell, we provide financial intermediaries with tailored portfolio solutions, and then assist them in the operation of these solutions through a range of structures and administrative environments.

Change is constant in this space, so we've built a business with this in mind, one that can adapt to move quickly with clients to offer them what they want, where they want it, and at a price they are prepared to pay.

Under the wealth management umbrella, Mercer offers a range of services to help match the unique needs of financial advisers and their clients. This can range from regulatory assistance, market insights, asset manager research, investment consulting, and manage portfolios.

We consider this offering in three parts. The first where advisers say, let me do it. Here we provide advisers with research and tools that will help them make informed decisions on their own and in their own time.

The second is help me do it. And this has traditionally been our heritage where we provide investment consulting advice covering investment strategy, asset allocation, portfolio construction, governance, and portfolio review.

And finally, the third and by far our largest area we call do it for me. We provide implemented portfolio solutions with over $350 billion in assets under management. Advances in administrative platforms has enabled us to deliver our skills directly into portfolios operated by financial advisers on behalf of their clients.

Our solutions range from an industry-leading super fund, now available to financial advisers, through a suite of multi-manager funds, both active and passive, diversified and single sector to off-the-shelf diversified SMAs and bespoke partner SMAs.

For individual clients and advisers, soon we will be partnering with advisers to deliver bespoke portfolios to individual wholesale clients, leveraging our institutional insights, access, and pricing.

To provide advisers with comfort, no matter the solution you are accessing, we use the same investment philosophies, the same views on markets, the same views on asset allocation, and aligned views on managed selection, bringing our global thinking to a local context.

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