Mercer Private Portfolios

Mercer Private Portfolios is a customised portfolio management service for wholesale investors seeking specialised investment solutions that meet their own individual circumstances and requirements.

BT Private Portfolio Management has moved to Mercer

We’re delighted to confirm that BT Private Portfolio Management has moved to Mercer and from now on will be known as Mercer Private Portfolios.

A little bit about Mercer

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $20 billion. Through its market-leading businesses including MarshGuy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment.

Any questions?

Please contact your Portfolio Manager or the Mercer Private Portfolios Management team on 1800 960 311, 8:30am – 5:30pm (Sydney time) Monday to Friday or email

Simplifying portfolio management in a complicated world

Mercer Private Portfolios is a specialised investment management service for wholesale investors that delivers a tailored investment portfolio based on your specific objectives, liquidity requirements, investment horizon and risk sensitivity.

Why use Mercer Private Portfolios?

  • Dedicated Portfolio Manager
    All clients work with a dedicated portfolio manager who has extensive investment market knowledge and professional qualifications.
  • A tailored, diversified portfolio
    Wholesale investors can select an investment portfolio, incorporating a range of asset classes, that suits their risk appetite and investment needs. This can be made up of direct investments as well as unlisted managed funds.
  • Access to expert investment professionals
    Wholesale investors can benefit from the long-term investment expertise and skill of Mercer’s experienced team of investment professionals.
  • Comprehensive portfolio administration and online reporting
    Mercer Private Portfolios provides advisers and wholesale investors with complete portfolio administration and online reporting services, including a range of daily, quarterly and annual reports online.
Investment insights
As the world continues to navigate new waters post-pandemic, Mercer’s Investment Specialists have identified six key areas financial intermediaries should hone in on for client portfolios during 2023. These insights will help sharpen focus and maximize potential growth opportunities within an ever-changing investment landscape.

See our Important Notices.

This information has been issued by Mercer Investments (Australia) Limited ABN 66 008 612 397 AFSL 244385. 'MERCER' is an Australian registered trade mark of Mercer (Australia) Pty Ltd ABN 32 005 315 917. © 2023 Mercer LLC. All rights reserved. 

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