Mercer Private Portfolios
BT Private Portfolio Management has moved to Mercer
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 Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment.
Simplifying portfolio management in a complicated world
Why use Mercer Private Portfolios?
Dedicated Portfolio ManagerAll clients work with a dedicated portfolio manager who has extensive investment market knowledge and professional qualifications.
A tailored, diversified portfolioWholesale 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 professionalsWholesale investors can benefit from the long-term investment expertise and skill of Mercer’s experienced team of investment professionals.
Comprehensive portfolio administration and online reportingMercer 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.
Benefits for wholesale investors
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.