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.

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.

Top investment considerations for financial intermediaries 2024

Learn more about the top five considerations for wealth managers and financial intermediaries in 2024.

An age of agility

Learn more about the three key themes which we believe will better position investors for success in 2024 and beyond. 

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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