Positioning for reinvention
Behavioural Economist, Financial Times Columnist and Author
Tim, described by the New Statesman as “perhaps the best popular economics writer in the world”, is a behavioural economist, a BBC radio and TV presenter, and an award-winning Financial Times columnist. Sometimes called “Britain’s Malcolm Gladwell”, Tim offers a distinctive blend of storytelling, humour and intelligence.
Tim’s writing has won several prestigious awards, including the Bastiat Prize for economic journalism (2007), Economics Commentator of the Year (2014), Society for Business Economists writing prize (2014) and the Royal Statistical Society prize for journalism (2015).
He has also written several books. His most successful book, The Undercover Economist, has sold 1.5 million copies in more than 30 languages worldwide. His newly published Fifty Things That Shaped the Modern Economy is based on his popular podcast series rated #1 on iTunes in the UK.
Tim has also worked at Shell and the World Bank and is a visiting fellow at Nuffield College, Oxford. He has given numerous invited lectures, including at the Royal Economic Society, Google, the Bank of England, PopTech, the Sydney Opera House and (twice) at TED.
Dr. Mark Konyn
Group Chief Investment Officer, AIA
Chairman, Cosgate Ltd, Member of the Fishermans Bend Board, Member of the Australian Chamber Orchestra Board and Life Governor of The Myer Foundation
Mr Martyn Myer is a prominent Melbourne businessman and philanthropist with over 25 years of experience in executive and non-executive board and chair roles in private and public companies, not-for-profit organisations and philanthropic foundations.
Martyn is a prominent Melbourne businessman and philanthropist with more than 25 years of experience in executive and non-executive board and chair roles in private and public companies, not-for-profit organisations and philanthropic foundations.
Martyn has a long history of service to the University of Melbourne. He served on Council for 11 years from 2009 to 2019 in his final years as the Deputy Chancellor. He was a member of the Finance Committee, Governance and Nominations Committee and the Melbourne Theatre Company Board of Management. He was Chair of the Investment Management Committee and was formerly the Chair of the Infrastructure Committee. He was the Deputy Chair of the University of Melbourne Believe philanthropic Campaign Board, having served on the Board since its inception. This campaign has raised more than A$1 billion.
Over the past decade, Martyn led the transformation of the University’s Southbank Campus, including the new state-of-the-art building for the Melbourne Conservatorium of Music and the Stables VCA Art School.
Martyn is a founder and Chairman of Cogstate Ltd, the ASX-listed commercial company, which is now the global market leader in cognitive testing software for pharmaceutical drug development. Martyn is a member of the Board of the Australian Chamber Orchestra and the Victorian Government’s Board for the new Fishermans Bend commercialisation and innovation precinct.
He was President of the Myer Foundation from 2009 to 2020 and stepped down as Chairman of Myer Family Investments Pty Ltd in October 2016. From 2004 until 2007, Martyn was President of the Howard Florey Institute of Experimental Physiology and Medicine after serving as Vice President from 2000 to 2004 and Treasurer from 1992 to 2000. He was a Director of the Florey Neuroscience Institutes from 2007 to 2009.
From 1996 to 2006, Martyn was a director of Coles Group Ltd. (formerly Coles Myer Ltd). He has also been employed as Managing Director of Merlyn Asset Management Pty Ltd, Non-Executive Director of Diversified United Investments Ltd and SP Ausnet Ltd. From 2009, he was a founding Director of the Royal Institution of Australia.
In June 2008, Martyn was appointed an Officer in the Order of Australia for service to business and the community, particularly through contributions to medical research and the establishment of the Florey Neuroscience Institute and through executive and philanthropic roles with a range of organisations.
Martyn obtained a Bachelor of Engineering from Swinburne University in Australia in 1980, a Master of Engineering Science from Monash University in Australia in 1989 and a Master of Science in management from the Sloan School of Management, Massachusetts Institute of Technology, in Boston in the US in 1990.
Head of Impact and Responsible Investments, QBE Insurance
Head of Investment Stewardship, NSW Treasury Corporation (TCorp)
Lucy is Head of Investment Stewardship with TCorp. She is responsible for embedding stewardship principles across TCorp’s portfolios through environmental, social and governance (ESG) integration, active ownership and collaboration.
Before joining TCorp, Lucy held the role of Global Head of Sustainable Investment at Willis Towers Watson, where she supported asset owners in building organisational models and portfolios that deliver long-term sustainable returns.
Lucy’s career experience includes roles in equity research at Morgan Stanley and fund management across listed equities and unlisted property in London, Europe and Australia. Lucy is passionate about the investment industry embracing an awareness of social and environmental returns alongside financial returns.
Lucy holds a Bachelor of Arts (with honours) from Dublin University (Trinity College) in Ireland and is a CFA® charterholder.
Head of Responsible Investment, Pacific
Alexis is a partner in Mercer’s Wealth business and leads the Responsible Investment Team in the Pacific. She works with clients to develop and implement a set of responsible investment beliefs, policies and practices throughout the investment process. This includes integrating environmental, social and governance (ESG) factors into the investment process and making use of ownership rights through proxy voting and engagement. She is based in Sydney.
Before joining Mercer in April 2014, Alexis spent 10 years on the governance and sustainable investment team at F&C Asset Management in London and Boston. At F&C, Alexis was responsible for developing ESG-integrated investment products, working with portfolio managers across equity, credit and private equity to integrate ESG factors and engaging with companies on a broad range of issues, including corporate governance, climate change and human rights.
For the past two years, Alexis served as a member of the Sustainable Investment Finance Initiative, co-chairing Technical Working Group 2 on embedding sustainability in financial markets, products and services. In 2017, she was recognised as the Thought Leader of the Year by Women in Finance. Alexis holds a Master of Science in politics of the world economy from the London School of Economics and Political Science in the UK and a Bachelor of Arts in political science and religion from Columbia University in the US.
Investment Consultant, Hong Kong
Daly is a senior consultant in Mercer’s Wealth business, based in Hong Kong. He started his career with Mercer in 2008.
Daly serves a wide range of institutional clients, including public bodies, endowments and foundations, and pensions in Hong Kong. He advises clients on strategic asset allocation aligned with client-specific objectives and assesses the risk and return profiles of various asset classes. He also has experience conducting manager selection and manager configuration, with close working relationships with our manager researchers.
In between his time with Mercer, Daly worked for an international life insurance company as a manager within the Investment Department. There, he was responsible for reviewing strategic asset allocation, proposing tactical asset allocations for the company’s investment portfolio and monitoring fund managers’ trading activities.
Daly obtained a Bachelor of Commerce in actuarial studies from Macquarie University in Australia. He is an Associate of the Society of Actuaries and a CAIA® charterholder.
Global Head of Investment Research
Deb is Mercer’s Global Head of Investment Research, which includes responsibility for both manager and strategic research. Based in London, Deb manages a group of more than 100 asset class specialists across hedge funds, fixed income and equities. She also oversees the teams responsible for strategic asset allocation, dynamic asset allocation, strategic research and responsible investing. These teams work together to support our full range of client solutions from advisory to fiduciary management.
Deb was previously the Global Leader of Mercer’s Equity Boutique, specialising in researching global equity and global emerging market equity managers. Deb chairs Mercer’s Global Policy Committee and is a member of the Mainstream Assets Global Investment Committee.
Deb joined Mercer in November 2005 from Watson Wyatt, where she was a senior investment consultant advising a range of clients and researching Asian and emerging market equity managers. Previously, Deb was a fund manager for 20 years, most recently working for Friends Ivory & Sime as Head of Equities.
Deb holds a bachelor’s degree (with honours) in business studies from the University of Plymouth in the UK and is an Associate of the CFA Society of the UK. Deb received the 2016 Distinguished Woman Investment Professional of the Year award.
Strategic Research Director, Growth Markets
Simon is Growth Markets Director of Strategic Research within Mercer’s Wealth business, based in Singapore. He is also involved in manager research, evaluating investment strategies for the Equity Boutique and the Diversifying Alternatives Boutique. Additionally, Simon has performed advisory engagements with a range of client types across a number of investment-related issues. He is a member of Mercer’s Global Strategic Research Committee and the Solutions Group, and he chairs the Growth Markets Strategic Research Group.
Having first joined Mercer in 2010, after a period away from Mercer, Simon rejoined the firm in 2017 as Head of Investment Solutions in Asia for Franklin Templeton Investments. Before joining Mercer in 2010, Simon was Managing Director of the Singapore office of a Swiss-headquartered private equity firm. Previously, he co-founded AsiaSource Capital, a boutique investment firm based in Singapore and New York, where he managed a fund of hedge funds.
Earlier in his career, Simon worked in Hong Kong as a sell-side equity analyst at Cazenove, specialising in regional small- and mid-cap equities. Simon began his career as a global equity analyst at Prudential M&G in London and later transferred to Hong Kong with Prudential as an investment manager focused primarily on Asian equities.
Simon graduated from the University of Oxford with a Bachelor of Arts (with honours) in Oriental studies, has an MBA from the HKUST Business School in Hong Kong and is a CFA® charterholder.
Jean de Kock
Asset Class Specialist, Fixed Income Boutique
Jean is a principal within the Fixed Income Boutique, based in Singapore. As part of the Global Manager Research Team, he is responsible for researching fixed income investment strategies managed within the Asia (ex Japan) region and representing Mercer’s views on global fixed income strategies to clients within Asia. Jean is a voting member on Mercer’s Asian Dynamic Asset Allocation Committee, the Asian Fixed Income Lead Research Committee and the Emerging Market Debt Lead Research Committee.
Jean joined Mercer in August 2012 with four years of investment operations experience, having previously worked for a fund of hedge funds in London. He spent three years on Mercer Sentinel’s Operational Risk Assessment Team before transferring to the Fixed Income Manager Research Team in July 2015, where he researched active global and UK fixed income strategies and liability-driven investment strategies. Jean relocated to Singapore from London in April 2018.
Jean holds an honours degree in finance and accounting from the University of Cape Town in South Africa and is a CFA® charterholder
Market Strategist, Pacific
Institutional Wealth Leader, Pacific
Simon is a senior partner in Mercer’s Institutional Wealth practice. He is the Institutional Wealth Leader in the Pacific and also advises a small number of institutions on all aspects of their investment programmes. His particular areas of expertise are asset-liability modelling and investment strategy development. He is based in Sydney.
Since joining Mercer in February 1992, Simon has provided investment advice to retirement schemes, sovereign wealth funds, university endowments, insurers and other institutional investors in Australia and Asia. Simon has also lived and worked in Asia, having spent several years in Singapore and Hong Kong.
Simon is Executive Director of Mercer Investments (Australia) Limited and Mercer (Australia) Pty Ltd.
Simon holds a Bachelor of Economics from the Australian National University and is a Fellow of the Institute of Actuaries of Australia.
People Science, Employee Experience Solutions, International
Lewis is a partner and Business Leader for Mercer’s Career business in Singapore. Voted a Top 101 Global Employee Engagement and Future of Work Influencer, he is a regular contributor to publications such as the Harvard Business Review and Talent Quarterly and a speaker in the areas of people science, HR data, employee engagement and leadership.
In his commercial work, Lewis leads a team of social scientists, engineers and consultants to help clients and customers implement data-driven reward, talent and employee experience programmes to improve organisational performance.
Lewis has supported the development of several organisational and HR capabilities initiatives, including national projects for skills sponsored by the Singapore government. He has extensive expertise in making HR programmes relevant for C-level executives in global companies and helping senior leadership teams to unlock effectiveness.
Lewis is a Chartered Member of the British Psychological Society (BPS) as an occupational psychologist; he graduated from the University of Nottingham in the UK with a master’s degree in occupational psychology and a first-class bachelor’s degree (with honours) in psychology and cognitive neuroscience. Lewis is also qualified by the BPS to use both ability tests and personality questionnaires to assess talent.
Wen Ting Geok
Asset Class Specialist, Alternaties
Wen Ting has been in the financial services industry since 2008, focusing on private equity since 2012. She joined Altius Associates in 2015, which was acquired by Pavilion Financial Corporation in 2016 and merged with LP Capital Advisors to become Pavilion Alternatives Group. She is now with Mercer Alternatives following Mercer’s acquisition of Pavilion Alternatives Group in late 2018. Wen Ting focuses on sourcing, evaluating and monitoring private equity fund investment opportunities across Asia-Pacific.
Previously, she worked for Aten Capital as a senior associate involved in raising funds for an India-focused mezzanine fund and provided debt advisory to companies. Before that, she was a senior associate at SAC Capital, where she was involved in corporate finance work, such as IPOs and M&A. Wen Ting started her career at PricewaterhouseCoopers as an auditor.
Wen Ting holds a Master of Science in accounting and finance from the London School of Economics in the UK and a Bachelor of Accountancy from Nanyang Business School, Nanyang Technological University in Singapore.
Global Leader, Sovereign Funds
Garry initially joined Mercer in New Zealand in September 1992 after seven years with another consulting firm. Before his transfer to Singapore in February 2000, Garry was responsible for managing Mercer’s Investment Consulting business in New Zealand. In October 2007, Garry relocated to Shanghai to oversee the establishment and development of Mercer’s Investment Consulting business in China. Garry relocated to Singapore in August 2009 and, in September 2020, returned to New Zealand.
Since his move to Asia, Garry’s major clients have included the sovereign wealth funds, national pension/social security funds, central banks and national reserve investment agencies of many Asian countries, and he has worked with sovereign wealth funds in other regions.
In April 2008, in recognition of his client focus, Garry became the Regional Director for Sovereign Funds, a newly created role to help Mercer fill an increasing need to provide innovative investment solutions to large funds, particularly those in emerging capital markets. In March 2018, Garry became the Global Leader of Mercer’s national and public fund client segment. Garry also chairs the group that contributes to Mercer’s capital markets research and assumptions globally.
Garry is an actuary. He received his bachelor’s degree in mathematics and statistics from the University of Canterbury in New Zealand.
Asset Class Specialist, Equity Boutique
Tracy joined Mercer in 2019 and is a Hong Kong-based manager research consultant with the Equity Boutique. She is responsible for manager selection for China equity strategies (A-share in particular).
Before joining Mercer, Tracy was an investment analyst at a London-based private wealth manager, covering long-only investments. Tracy began her career at Antarctica Asset Management in London in 2013 and has accumulated nearly six years of fund/manager research experience.
Tracy holds a Bachelor of Arts (with honours) in finance, accounting and management from the University of Nottingham in the UK and a Master of Science in quantitative finance from Cass Business School of City University in London. Tracy is fluent in Mandarin, Cantonese and English.
Head of Delegated Solutions, Australia
Senior Investment Consultant, Sydney
Rebecca is a principal in Mercer’s Institutional Wealth practice. As a senior investment consultant, Rebecca prepares strategic investment advice for institutional and wealth management clients and supports Mercer’s focus on delivering retirement income solutions. She is based in Sydney.
Before joining Mercer in October 2018, Rebecca gained more than 20 years of investment and financial services experience. This included heading up the Managed Funds Research business at ASSIRT Pty Ltd, where she was responsible for managing the Research Team and developing the first retail alternative asset class product rating in the Australian retail marketplace. Rebecca was also part of the Executive Management Team brought in to establish the retail presence of Deutsche Asset Management in Australia.
Previously, she was the Chief Operating Officer of a boutique hedge fund established by the chairman of AIMA Australia. Rebecca has led her own consultancy business, providing investment and portfolio construction advice to independent financial planning firms and dealer groups as well as product and asset management consultancy to asset management firms.
Rebecca holds a bachelor’s degree (with honours) in economics and politics from Monash University in Australia and a Graduate Diploma in applied finance and investment from the Securities Institute of Australia.
Senior Portfolio Manager, Sustainable Investments, Pacific
Komal is a principal in Mercer’s Institutional Wealth business, based in Sydney. As Sustainable Investment Manager, Komal leads Mercer Funds’ sustainable investment approach, including the integration of environmental, social and governance (ESG) factors, sustainability trends, climate change and stewardship within the investment process.
Before joining Mercer in April 2020, Komal gained 10 years of dedicated experience in the ESG area, including working at New South Wales Treasury Corporation (TCorp), where she led the design, building and implementation of a best-in-class investment stewardship framework. She also worked at Aware Super, where her range of responsibilities included leading ESG research on climate change, active ownership and manager ESG integration.
Komal holds a Postgraduate Diploma in applied corporate governance from the Governance Institute of Australia, where she is also a Fellow.
Wealth Business Leader, Asia
Janet is a partner and the Asia Wealth Business Leader at Mercer. She oversees and is responsible for Mercer’s Wealth (Investment and Retirement) business in Asia. In her role, she leads and drives strategic growth to the business as well as its operations and implementations.
Janet has vast experience working with institutional clients (sovereigns, pension, insurance, corporate and wealth management). Her experience also spans a wide range of retirement and investment services (asset-liability review and strategy; portfolio construction; manager review, selection and monitoring; investment governance and transformation; discretionary management; member communication; and education and related tool development) and a diverse range of asset classes (public equities and fixed income, private equities, illiquid credit, real estate and infrastructure).
Before joining Mercer, Janet was the Director of Investments, Greater China, at Willis Towers Watson, where she was a core member of the Asia leadership team.
Janet is the Immediate Past Chair of the Executive Committee and the Chair of the Business Strategy Sub-committee of the Hong Kong Retirement Schemes Association. Janet is also a Management Committee Member of the Taiwan Pension Fund Association. In addition to these, she serves as Member of the FTSE Russell Asia Pacific Equity Advisory Committee, Mentor of the HKU Mentorship Programme, manager of a school board, Advisory Group Member (Working Adults) of the Investor and Financial Education Council and Member of the Hong Kong Academy of Finance. Janet was named Pensions Woman of the Year by the Asia Asset Management 2020 Best of the Best Awards.
Dr. Harry Liem
Strategic Research Director and Head of Capital Markets, Pacific
Harry is a partner in Mercer’s Institutional Wealth practice. Based in Sydney, he is Director of Strategic Research and Head of Capital Markets for the Pacific region. He also consults for a variety of clients on strategic issues.
Before joining Mercer in November 2004, Harry gained 10 years of international experience in the investment management industry as a portfolio manager and strategist for several reputable companies, including ING, Perennial and Rabobank/Stroeve Investment Bank in Amsterdam, Singapore and Sydney.
He regularly presents at conferences and is the author of 2020 Vision: Investment Wisdom for Tomorrow and Investment Wisdom for the Digital Age. His work has been published in professional and academic journals, including the Journal of Portfolio Management and European Financial Management. He has received awards from the Australian government, corporations, and industry bodies such as the CFA Institute, the Alternative Investment Management Association and Kaplan. He has extensive experience teaching CFA®, CIMA and MBA programmes.
Harry holds a Doctor of Philosophy in finance from the University of Technology Sydney and an MBA from Stirling University in the UK. He also holds a master’s degree in computing science and a bachelor’s degree, both from Delft University of Technology in the Netherlands. Harry is a CFA® charterholder and CAIA® charterholder.
Chee Loong Chong
Wealth Business Leader, Singapore
Chee Loong is a principal consultant and heads Mercer’s Wealth business in Singapore. He has more than 20 years of professional experience in the financial/investment industry, spanning financial supervision, investment management and investment consultancy.
Before joining Mercer, he was an investment consultant with Cambridge Associates, where he worked with a range of institutional investors, including universities and private clients, to develop investment strategy, implement portfolios and serve as an advisor on construction and oversight of their hedge fund portfolios.
Chee Loong started his career with the Monetary Authority of Singapore (MAS) in 1995, first as a financial regulator primarily responsible for formulating policies regulating the securities and financial advisory industries. He subsequently held the position of Lead Portfolio Manager (Foreign Exchange) with MAS, where his core responsibility was the investment management of Singapore’s official foreign reserves. After leaving MAS in 2008, Chee Loong joined Pacific Asset Management Singapore as an investment manager, responsible for managing portfolios through FX strategies and fixed income.
Chee Loong holds a Bachelor of Accountancy (with first-class honours) from the Nanyang Technological University in Singapore and is a CFA® charterholder.
Endowments & Foundations Client Segment Leader, Pacific
Michael is a principal in Mercer’s Wealth business and is based in Sydney. He is the Endowments and Foundations Client Segment Leader for the Pacific region and a member of the Leadership Team. Michael provides investment advice to corporate and institutional clients on investment objectives, strategy formulation, investment manager selection and investment monitoring.
Before joining Mercer in November 2007, Michael gained eight years of experience in the financial services industry. He worked as a senior investment analyst at ClearView Retirement Solutions and within the financial planning division at the Commonwealth Bank of Australia.
Michael holds a master’s degree in applied finance from Macquarie University in Australia and a bachelor’s degree (with second-class honours) in agricultural economics from the University of Sydney.
Head of Portfolio Management, Pacific
Ronan is a principal in Mercer’s Institutional Wealth business. As the Head of Portfolio Management within the Delegated Solutions practice, Ronan is responsible for leading manager selection and portfolio construction at the asset-class level for the Mercer Pacific Funds. He is based in Sydney.
Before joining Mercer in March 2019, Ronan gained 15 years of investment and financial services experience across of range of organisations. Most recently, Ronan was a senior investment manager at the Ireland Strategic Investment Fund, the sovereign wealth fund of Ireland, where he led a team responsible for managing a global investment portfolio. In addition, he led the development of intellectual capital behind the firm’s portfolio construction and its capital markets approach to private and illiquid investments.
Prior to this role, Ronan worked as a senior portfolio construction analyst at Pioneer Investments, where his duties included construction and management of the firm’s fixed income portfolios, designing solutions for clients and driving innovation to the investment process. Ronan also worked at a boutique asset manager as a portfolio manager and as a credit analyst/trader at a German bank.
Ronan holds a Master of Science in financial and industrial mathematics from Dublin City University, a Bachelor of Arts in physics from Trinity College Dublin and a Diploma in Company Law from Dublin Business School in Ireland. Ronan is a CFA® charterholder and a CAIA® charterholder. He served one term as President of CFA Society Ireland and recently was an adjunct lecturer in the Master of Science in Finance programme at Trinity College Dublin.
Head of Investment Strategy, Alternatives, Pacific
Rich is president of Mercer’s Wealth business and a member of Mercer’s Executive Leadership team. Rich is responsible for Mercer’s delivery of investment consulting, open architecture manager-of-managers investment management, and retirement actuarial consulting services and solutions globally. Over the past 25 years, Rich has provided investment advice to clients in more than 20 countries, including many of the world’s largest institutional investors.
In previous roles, Rich was the President and Global Business Leader and, subsequently, global Chief Investment Officer for Mercer’s Investment Management business. He held a variety of other leadership roles while based in Tokyo, Singapore and, later, New York.
Rich holds an MBA (with high honours) in analytic finance and accounting from the University of Chicago and a Bachelor of Arts (with honours) in mathematical sciences and mathematical economic analysis from Rice University in Houston, Texas, in the US. Rich also did graduate work in international economics at Tokyo University. Rich is a CFA® charterholder and a member of the CFA Institute.
CIO Magazine has repeatedly listed Rich in its annual list of the world’s most influential investment consultants and in 2017, named him Consultant of the Year. Rich is the executive sponsor of Mercer’s Pride business resource group.
Senior Responsible Investment Specialist
Jillian is a principal with Mercer’s Responsible Investment Team, advising super funds and other institutional investors on integrating environmental, social and governance (ESG) factors, sustainability trends, climate change and stewardship within investment processes.
Jillian also contributes to new research and integrating responsible investment within Mercer globally, including Delegated Solutions. She co-authored Mercer’s Investing in a Time of Climate Change report (2015) and The Sequel (2019). Jillian has also presented and written about water and other sustainability issues and helped many boards to establish the governance required to balance risk, return and reputation.
Jillian has more than 20 years of financial services experience. She began at Mercer in 2004, transitioning to Responsible Investment in 2011, including four years in the London office. Before joining Mercer, Jillian spent five years at an Australian multi-manager after beginning her career in teaching.
Jillian holds a Master of Arts in development studies, a Bachelor of Arts, a Graduate Diploma in applied finance and investment, and a Diploma of Education from the University of Newcastle and the University of New South Wales in Australia.
Investment Consultant, Singapore
Darrel is an investment consultant in Mercer’s Investment Consulting practice, based in Singapore. He advises clients on a wide range of issues, including investment strategy and investment manager searches, and contributes to developing fixed income dynamic asset allocation strategies in Asia. Darrel is also the Responsible Investment Champion for Mercer Singapore.
Before joining Mercer, Darrel was a senior associate with Willis Towers Watson in the UK, where he worked with a range of institutional investors to develop and implement fixed income and derivatives strategies. As a subject matter expert, he advised pension funds on liability-driven investments, which mainly involved designing and implementing interest rate and inflation hedging portfolios.
Darrel graduated with a Master of Arts in financial economics (with first-class honours) from the University of St Andrews in the UK. He is also a CFA® charterholder.
Dr. Wolfgang Seidl
Senior Health and Benefits Consultant, UK
Wolfgang is a partner and leads Workplace Health Consulting in the UK and Europe, advising companies on health and well-being strategy and proactive interventions, such as resilience programmes. He is a member of the Global Health Management Team, founded the International Health and Well-being Network, and currently advises several global clients.
Before joining Mercer in 2010, Wolfgang ran global Employee Assistance Programmes and worked in primary and secondary care and in academia. He is a member of various national and international research organisations and a regular speaker at professional conferences around the world.
Wolfgang is a Doctor of Medicine, holds a master’s degree in psychiatry, philosophy and society, and is a BACP-accredited psychotherapist. He is a motivational speaker and an internationally recognised expert in the field of quality enhancement measures in workplace health and return on investment models. He is also a board director of the Employee Assistance Research Foundation and a visiting professor in applied psychology.
Superannuation Client Segment Leader, Pacific
Clayton is a principal in Mercer’s Institutional Wealth practice. As Superannuation Client Segment Leader for the Pacific, Clayton is responsible for ensuring superannuation clients receive the best ideas from Mercer’s research addressing their specific needs. Clayton also provides strategic investment advice to several large institutional and government clients. He is based in Sydney.
Clayton joined Mercer in August 2013 with 22 years of experience in the investment and superannuation industry. This included eight years with the Queensland Investment Corporation (QIC), where he was Director of Strategy and Capital Markets, responsible for providing client-centric strategic investment advice, client relationship management, and product and institutional business management. Before his time at QIC, Clayton was a senior investment consultant with Mellon Investor Solutions, where he led the NSW Asset Consulting practice. He has also held a range of other investment, superannuation and actuarial consulting roles at AMP and Towers Watson.
Clayton holds a Bachelor of Economics in actuarial studies and finance from Macquarie University in Australia and a Graduate Diploma in applied finance and investment from the Securities Institute of Australia.
Senior Portfolio Manager and Head of Mainstream Assets, Japan
Cameron is a senior portfolio manager based in Tokyo. He is responsible for managing multi-asset portfolios and customised solutions for Asian clients and determining dynamic asset allocation views for portfolios across the region. Cameron is also the Head of Mainstream Investments for the Japanese Investment Solutions practice and is an investment consultant for clients located in US territories in the Western Pacific.
Before relocating to Tokyo in 2016, Cameron was a member of the Pacific Investment Management Team, based in Melbourne. His primary responsibilities involved asset allocation and providing support for fixed income and alternative investment portfolios.
Cameron joined Mercer in 2013 from the Australian Department of the Prime Minister and Cabinet, where he was responsible for providing high-level advice to the prime minister on financial sector and foreign investment policy issues as well as analysing key financial market developments. Previously, Cameron held responsibilities for policy matters under consideration at the G20 and global macro-economic analysis. He also worked for the Department of Finance on the Australian budget.
Cameron holds a Master of Financial Management, a Bachelor of Economics and a Bachelor of Asian Studies from the Australian National University. He is also a CFA® charterholder.
Wealth Business Leader, Hong Kong
Adeline is the Wealth Business Leader for Hong Kong. She leads the consulting team in Hong Kong, which also supports the growth of satellite Asia markets as a hub for knowledge and intellectual property. She is part of the Hong Kong Leadership Team and sits on several governance committees on asset allocation, business risk and strategic initiatives.
She began her career advising large UK pension schemes on liability funding and risk management. She spent time in Shanghai in 2007, working with the local teams to expand their capabilities and client base. In 2008, she returned to the UK to specialise in long-term investment strategy development, asset-liability studies, dynamic de-risking and portfolio construction matters. She then focused on delivering whole-fund investment solutions to clients that opted to delegate more of their investment processes.
Adeline is a graduate of the Business School at the University of Warwick in the UK and is a Fellow of the UK Institute and Faculty of Actuaries.
Asset Class Specialist, Equity Boutique
Fei joined Mercer in 2016 and is a manager research consultant with Mercer’s Equity Boutique. Based in Singapore, she primarily researches Asian equity managers.
Before completing an MBA at Northwestern University’s Kellogg School of Management in 2013, Fei helped to expand Cambridge Associates’ Asian hedge fund manager research coverage from its Singapore office from 2007. She began her career as an investment consultant at Mangham Associates in Charlottesville, Virginia, in the US, working with regional small to midsize foundations, endowments and family offices.
Fei was a demand planner on Apple’s Mac team in Singapore before joining Mercer. She has a Bachelor of Science in commerce from the University of Virginia in the US.
Senior Investment Consultant, Singapore
Serene is a principal with Mercer’s Investment Consulting practice, based in Singapore. She advises customers on a wide range of issues, including investment strategy, manager selection and performance, and manager monitoring. She also contributes actively to Mercer’s Manager Research programme.
Serene joined Mercer in October 2007. Before joining Mercer, she was the CEO of ING Investment Management Asia Pacific (Singapore) Ltd. Serene has more than 20 years of experience in the fund management and consulting industry.
Serene started her career in fund management with UOB Asset Management Singapore Ltd in 1995 as an investment analyst. She joined ING in 1997 as a fund manager in Japanese and Korean equities before being promoted to CEO in 2003.
She obtained her Bachelor of Accountancy from Nanyang Technological University in Singapore in 1994, and she has been a CFA® charterholder since 1998.
Global Head of Infrastructure, Alternatives
Amarik is Global Head of Infrastructure in Mercer’s Alternatives group. He is responsible for overseeing the sourcing, due diligence and monitoring of infrastructure investment opportunities and also the construction of infrastructure portfolios on behalf of Mercer’s clients.
As part of this role, Amarik oversees more than US$3 billion of discretionary capital in unlisted infrastructure globally. He also works with some of the world’s largest and most sophisticated institutional investors on an advisory basis, assisting them with portfolio construction, analysing co-investment opportunities and establishing bespoke mandates.
Amarik is also responsible for a team of infrastructure investment professionals based throughout Canada, Switzerland and Australia. He is a member of Mercer’s Real Assets Investment Committee and the Leadership Team within the Alternatives group.
Amarik is also a member of Mercer’s Sustainable Opportunities Investment Committee. He is involved in the firm’s efforts to better integrate sustainability-related factors into private markets investment, monitoring and reporting processes.
Amarik joined Mercer in 2003 and began his career within Investment Consulting, where he was responsible for advising institutional clients on the full range of investment-related issues, including strategy, portfolio construction and implementation.
Amarik holds a master’s degree in economics from the University of Cambridge and is a CFA® charterholder.
Insurance Client Segment Leader, Pacific
Denis is a principal with Mercer’s Institutional Wealth practice. He is the Insurance Client Segment Leader for the Pacific region and a member of the Leadership Team. He is responsible for advising institutional investors on the full range of investment consulting issues, including investment strategy, manager selection and performance monitoring. He is based in Melbourne.
Denis joined Mercer in London in September 2008 and transferred to Australia in June 2013. He is a qualified actuary, specialising in investments.
Denis holds a bachelor’s degree (with first-class honours) in actuarial science from University College Dublin in Ireland. He is a Fellow of the UK Institute and Faculty of Actuaries.
Senior Portfolio Manager, Fixed Income, Pacific
Sue is a principal in Mercer’s Institutional Wealth practice. As the Senior Portfolio Manager, Fixed Income, for the Investment Management segment, Sue is responsible for manager selection and portfolio construction within the Mercer Pacific Fixed Income Funds. Sue is based in Sydney.
Before taking this role in January 2020, Sue led Mercer’s manager research efforts in the Pacific region and was Chair of the Australian Ratings Review Committee. Sue was also a member of the Global Bond Boutique, responsible for fixed income manager research in the Asia-Pacific region.
Before joining Mercer in 2007, Sue gained five years of experience as a fixed income portfolio manager at Tyndall Investment Management (now known as Nikko Asset Management). Sue commenced her career as a performance and attribution analyst at Royal & Sun Alliance.
Sue holds a Master of Commerce in funds management and a Bachelor of Economics, both from the University of New South Wales in Australia.
Global Strategic Research Director
Nick is a partner in Mercer’s Institutional Wealth practice and is the Global Strategic Research Director and a member of the Global Policy Committee. He is responsible for house views on multi-asset-class research and portfolio construction and for developing the strategic research agenda.
Nick’s role extends to covering strategic policy decisions for the suite of Mercer funds in the Pacific market. This aspect of his role formally links Mercer’s strategic best ideas and forward-thinking research to building discretionary portfolios, ensuring Mercer’s best ideas are mapped to all client advice and funds. He is based in Sydney, Australia.
Before joining Mercer in January 2006, Nick gained 13 years of experience with Aon Consulting, where he filled a number of roles, most recently as Head of Manager Research and previously as Head of Client Consulting, both in Sydney. Before coming to Australia from the UK with Aon in 2004, he was a senior consultant with primary responsibility for asset-liability-modelling projects.
Nick holds a bachelor’s degree in mathematics from Wadham College, University of Oxford, in the UK. He is also a Fellow of the UK Institute and Faculty of Actuaries.
Chief Investment Officer, Pacific
Kylie is Mercer’s Chief Investment Officer for the Pacific region. Kylie leads the Investment Management Team, which consists of asset allocation strategists, portfolio managers and analysts across Australia and New Zealand. The team is responsible for managing approximately A$42 billion in assets within Mercer’s multi-manager funds. Kylie is a member of Mercer’s Pacific Investment Committee, Mainstream Assets Global Investment Committee and the Institutional Wealth Leadership Team and Co-Chair of the Global Delegated Solutions ESG Integration Committee. She is based in Sydney.
Before joining Mercer in October 2017, Kylie gained 27 years of financial services experience, including 14 years in investment management. Kylie joined Mercer from NSW Treasury Corporation (TCorp), the A$110 billion state government investment agency. At TCorp, Kylie was responsible for managing more than A$30 billion within the TCorpIM Funds, advising several large government clients on investment policy and strategy, and leading the development of TCorp’s investment stewardship framework. Earlier in her career, Kylie worked for National Australia Bank in Brisbane and various investment banks in the UK.
Kylie holds a master’s degree in applied finance from Macquarie University in Australia and is a Certified Investment Management Analyst (CIMA). She is a director of the CIMA Society of Australia and a member of the Investments & Wealth Institute’s global Certification Commission.
Global Head of Real Estate, Alternatives
Allison is a partner in Mercer’s Atlanta office in the US and is the Global Leader of Mercer’s Real Estate Boutique, part of Mercer’s Wealth business. She provides real estate consulting and strategic advice to Mercer’s clients and consultants located across the globe and manages a team of consultants and researchers based in the various Mercer regional offices. Her team is responsible for constructing real estate portfolios for clients, conducting research on all real estate and related strategies, monitoring existing client real estate investments and performance reporting for Mercer clients’ real estate strategies.
Allison has more than 30 years of financial and real estate investment experience. Before joining Mercer in 2003, she spent 14 years with a real estate investment management firm. Previously, she spent three years working for a public accounting firm.
Allison earned a BBA in accounting from the University of Georgia in Athens, Georgia, in the US. She is a CFA® charterholder and a member of NCREIF, and she serves on several advisory boards, including the board of the Pension Real Estate Association.
Chin Yee Koh
Senior Investment Consultant, Singapore
Chin Yee joined the Mercer Investment Consulting team based in Singapore in October 2012. She is actively involved in asset-liability management studies, investment manager searches, mutual fund selection, asset allocation studies and other investment-related activities. These include advising government entities and wealth management clients in Singapore and the region on investment strategy, manager/fund selection, regulatory reviews and performance/manager monitoring.
Chin Yee is also part of Mercer’s capital markets team, primarily supporting the Asia offices. Her responsibilities include generating capital markets forecasts and Monte Carlo simulations using a stochastic forward-looking model.
Chin Yee graduated in 2012 from Heriot-Watt University in the UK with a Bachelor of Science in actuarial science (with first-class honours). Already with 10 papers in the actuarial examinations, she is in the midst of qualifying as an actuary with the Institute of Actuaries in the UK.
Wealth Investment Director, China
Jack is the Investment Director of Mercer China’s Investment Consulting team. He is responsible for leading various investment consulting projects for institutional clients and developing local asset management business.
Before joining Mercer, Jack spent four years as the Investment Director of Gopher Asset Management, the asset management arm of Noah, one of the world’s largest wealth management companies. He is responsible for fund of funds investment and managing the Manager Research Team.
Previously, Jack spent eight years with Towers Watson as an investment manager and manager researcher. In his 17 years of experience, Jack has provided manager selection, asset allocation and other investment solutions to global and local institutional clients. Jack has rich experience in fund-of-funds investment and manager research of different asset classes in Mainland China. He also has deep insight into the local and global capital markets.
Jack started his career at Oracle as a systems implementation consultant and subsequently joined Watson Wyatt as a management consultant.
Jack holds a degree in management information systems from Fudan University in China. He is a CFA® charterholder.
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