Luke Fitzgerald
Head of Wealth Management, Pacific
With over 20 years’ experience, advisers benefit from Mercer’s comprehensive and proven capability of managing diversified managed accounts.
We offer a broad range of managed account options, including Licensee Tailored portfolios, Active and Passive Multi-Sector managed portfolios, Retirement portfolios and unique portfolio solutions offered via an insurance bond platform.
In accordance with our investment governance and compliance framework, we offer flexibility over portfolio design and manager selection according to individual preferences.
Mercer’s specialist Portfolio Solutions team on the ground in Australia leverages both our local expertise and our global intellectual capital to deliver optimal investor solutions and outcomes.
The combination of the vast resources of the global Mercer research team and the unique portfolio construction and management our investment team delivers, advisers can tailor solutions specific to client requirements. In addition, our global scale is used to negotiate fees with our managers to reduce costs for our clients within the managed portfolios.
Our portfolio construction process begins with our investment philosophy. This philosophy guides our long-term Strategic Asset Allocation (SAA), incorporates Dynamic Asset Allocation (DAA) when appropriate, and includes manager/strategy selection, portfolio construction, and ongoing reviews/monitoring to help drive investment success for our clients.
Head of Wealth Management, Pacific
Head of Wealth Management Investment Solutions
National Sales Leader, Wealth Management
State Manager VIC, SA, TAS
State Manager QLD, WA
Head of Corporate Dealer Groups & Growth
Senior Sales Associate
Business Development Associate
Associate, Dealer Group Support