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Investment solutions for wealth managers and financial intermediaries

Every wealth manager and their clients face their own unique challenges. Having a trusted partner to help you navigate an increasingly complex market can help you unlock the full potential of your clients’ portfolios.

We offer independent research and advice, discretionary investment services, and single and multi-asset funds through highly rated third-party asset managers. Our solutions span geographies, asset classes, and public and private markets. We are flexible in how we work with you and we adapt our services to meet your needs.

Common challenges faced by wealth managers

Investors look to their wealth managers and financial intermediaries to help them build well-diversified portfolios, source and access high-quality asset managers and strategies, monitor risks and manage overall investment costs.

Building and managing investment portfolios takes time, precision and focus. For wealth managers and financial intermediaries, there are a range of additional challenges that limit their time to providing exceptional service to clients. These include sourcing and selecting traditional and private market opportunities from a global universe, managing operational demands and costs, competitor differentiation and navigating complex regulatory environments.

Leveraging our extensive, research, advice and investment solutions, we can help you build portfolios that are designed to deliver future growth. As a partner to wealth manager portfolios, we look beyond any single perspective on the investment landscape to pursue outcomes that address today’s investment challenges and importantly, help prepare your clients for the future.

How Mercer can help you achieve your investment goals. 

Four factors that could impact investment outcomes

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  1. High-quality asset managers and strategies
    Comprehensive and impartial research can help you identify high-quality asset managers and strategies. Our team of dedicated research professionals can act as an extension of your in-house expertise. We conduct extensive forward-looking research on asset managers, across public and private markets globally, and can provide you with independent and sound insights to support your investment decisions.
  2. Robust and well-managed risk frameworks
    Your clients expect you to meet their investment objectives within a well-managed risk framework. This is an area we can support you with by leveraging our expertise in building well diversified, risk-profiled investment portfolio’s, dynamically managing them in the ever changing market conditions and providing access to highly-skilled asset managers across traditional and alternative asset classes. 
  3. Reinforced governance and oversight
    Your clients expect prompt execution of investment ideas and a robust risk management framework. Our dedicated and experienced teams can help you achieve this. Our infrastructure, risk management framework and tools allow you to monitor a portfolio’s performance and the drivers of that performance. You can leverage the insights and reporting to provide effective, timely communications to your clients and help guide their decision-making.
  4. Reducing your administrative burden
    Managing investment portfolios comes with significant operational burden that take time away from your core focus, your clients and meeting their investment objectives. Our extensive range of investment services could help you reduce your administrative burden and free up more time to spend delivering on your clients’ investment wishes. We are flexible and have developed our services to suit your needs, by either supplementing some of your work, or working as an extension of your in-house team.

Why wealth managers choose to work with us

Wealth managers and financial intermediaries come to us as a gateway to a wider universe of investment opportunities. Our products and services contain a range of core building blocks fit for the full range of client portfolios and risk profiles. We have expertise across geographies, asset classes, public and private markets, and can help you offer quality investments to your clients.

  • Impartiality 

    Independent research is a crucial element of building strong portfolios for wealth management clients. With access to a wide range of managers across every asset class, we make our selections based on a forward-looking combination of qualitative and quantitative analysis. 

  • Functionality 

    Our strong operational investments platform can help our wealth clients be better placed to respond to market challenges. Wealth managers use our platform to offer their clients resilient portfolios and the highest level of service even during times of crisis.

  • Flexibility 

    We understand that wealth managers and financial intermediaries have a wide range of challenges and priorities. We are well equipped to support you through the breath of our capabilities and our flexible operating model.

     

  • Cost efficiency

    Wealth managers can benefit from our heritage as an institutional investment adviser. Our scale empowers us to negotiate on manager fees, helping drive down costs for you and your clients, while our experts construct and implement your portfolios.

  • Individuality

    Every wealth management client is different, so it’s important that we tailor our products and services to suit a client’s overall objectives. As part of the process, we work to understand what clients are trying to achieve and present them with a choice of solutions for their portfolios. 

Swing state

Learn more about the themes which we believe will better position investors for success in 2025 and beyond. 
Download report

Top investment considerations for financial intermediaries 2025

Our paper examines five opportunities that financial intermediaries should consider for their portfolio construction in 2025.
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    $16.2T

    US $16.2 trillion in global assets under advisement1

    $683Bn

    US $683 billion in global assets under management2

    11K+

    11,100 investment strategies rated3

    1 June 30, 2025. Pensions & Investments (P&I) Research Center. Represents worldwide assets under advisement for consultants, as reported by 48 participating firms to P&I as of June 30, 2025. The survey is published annually.

    2 September 30, 2025. The assets under management data (the AUM Data) reported here include aggregated assets for which Mercer Investments LLC [and its global affiliates] provide discretionary investment management services as of the dates indicated. With respect to certain commitment-based private funds managed by Mercer Investments LLC or its global affiliates, the AUM data includes committed but uncalled capital, which may also be reflected in client assets otherwise managed by Mercer Investments LLC or its global affiliates. The AUM Data reported here may differ from regulatory assets under management reported in the Form ADV for Mercer Investments. For regulatory assets under management, please see the Form ADV for Mercer Investments which is available upon request by contacting Compliance Department, Mercer Investments 99 High Street, Boston, MA 02110.

    3 June 30, 2025

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