UBS Wealth Management Americas Partners with Mercer

UBS Wealth Management Americas Partners with Mercer

UBS Wealth Management Americas Partners with Mercer Investments to Expand Manager Research Offering

  • May 7, 2015
  • United States, New York

UBS Wealth Management Americas (WMA) today announced a strategic relationship with Mercer Investments, the global leader in institutional investment consulting. This relationship will provide the Investment Management Research team within UBS Financial Services with access to Mercer's 9,000 manager research opinions and performance analytics.  UBS WMA private and institutional clients will benefit from the combination of Mercer's original, global research on investment strategies and the rigorous and timely high conviction recommendations of WMA's Investment Management Research team.  As mutual funds, separately managed accounts and ETF strategies become increasingly complex and diverse, advancing WMA's manager research capabilities are a strategic focus for the firm. This relationship will significantly expand WMA's existing manager research capabilities, a central part of the investment advice that financial advisors provide to clients.

"We are completely revamping our Manager Research capabilities to better service our clients and financial advisors and to stay ahead of the rapidly growing and more complex investment environment. With this strategic relationship, UBS WMA advisors and clients can be confident that our manager and strategy research coverage will be one of the most comprehensive in the US Wealth Management Industry. By working with Mercer, the industry leader in institutional investment manager research, we will expand UBS WMA's coverage universe of investments while multiplying the number of strategies on our high conviction list," said Jeff Miller, Managing Director WMA Head of Advice and Platforms.

“By partnering with such an esteemed, global wealth management franchise such as UBS, we aim to further demonstrate our deep, longstanding commitment to providing wealth management services to our client base,” said Phil de Cristo, Global Head of Investments at Mercer. 

Ray Joseph, WMA Head of Investment Management Research said, "Mercer's research will serve as valuable addition, augmenting the Investment Management Research team's existing investment process.  Importantly, WMA advisors and clients will continue to have access to the insights of our growing in-house manager research team but will also now benefit from the breadth and depth of Mercer's global manager research offering across a full range of asset classes and product types."

UBS Investment Management Research will continue to be a strategic complement to the industry leading asset allocation guidance and investment research of UBS CIO Wealth Management Research.

Notes for Editors

About UBS Wealth Management Americas

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered investment adviser and broker-dealer offering securities, trading, brokerage and related

products and services. Member FINRA. Member SIPC. Wealth Management Americas provides advice-based solutions and banking services through financial advisors who deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high net worth individuals and families. It includes the domestic US business, the domestic Canadian business and international business booked in the US.

About UBS AG

UBS draws on its over 150-year heritage to serve private, institutional and corporate clients worldwide, as well as retail clients in Switzerland. Its business strategy is centered on its pre-eminent global wealth management businesses and its leading universal bank in Switzerland, complemented by its Global Asset Management business and its Investment Bank, with a focus on capital efficiency and businesses that offer a superior structural growth and profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in more than 50 countries, with about 35% of its employees working in the Americas, 36% in Switzerland, 17% in the rest of Europe, the Middle East and Africa and 12% in Asia Pacific. UBS Group AG employs about 60,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

About Mercer

Mercer is a global consulting leader in talent, health, retirement and investments. Mercer helps clients around the world advance the health, wealth and performance of their most vital asset – their people. Mercer’s more than 20,000 employees are based in 43 countries and the firm operates in over 140 countries. Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), a global team of professional services companies offering clients advice and solutions in the areas of risk, strategy and human capital. With 57,000 employees worldwide and annual revenue exceeding $13 billion, Marsh & McLennan Companies is also the parent company of Marsh, a global leader in insurance broking and risk management; Guy Carpenter, a global leader in providing risk and reinsurance intermediary services; and Oliver Wyman, a global leader in management consulting. For more information, visit