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Our private client investment consulting team specializes in the formation and implementation of financial strategies meeting the unique objectives of each family. We work with clients to establish family investment plans and processes to effectively manage inter-generational family wealth. Our global assets under advisement for this segment are $20 billion.
Mercer’s solutions for private wealth include:
Investment Strategy
Strategic Asset Allocation
Dynamic Asset Allocation
Best-in-class manager research
Seat on the Investment Committee
Solutions
Investment Solutions
Outsourced Chief Investment Officer
Access to world’s best fund managers (MercerInsight)
Operations
Policy statement design
Global best practices
Operating Structure and security consulting
Mercer has global experience of solving local issues in the private wealth space.
Services for the India market:
Investment advisory services for domestic investment portfolios, supported by Mercer’s forward looking approach to fund manager research:
Analysis of Manager Managed Portfolio (Mutual Fund, PMS, AIF)
Study the existing Investment Policy document & suggest changes
Global best practices
Investment policy & governance design
Investment advisory services for international investments (ex-India):
Asset allocation advice based on Mercer’s Capital Market Assumptions
Portfolio construction
Investment policy & governance design
Fund Manager Selection & Monitoring across asset classes in developed markets
Investment Solutions to help implement/ execute investment strategies in different geographies – customizing portfolios with blended solutions, operationalizing fund-of-fund structures (subject to compliance, fund size and geography)
Access to Responsible Investing approaches and integration of ESG factors
Subscription to MercerInsight, a cloud based platform to gain access to Investment Insights and Analytics of global fund managers across asset classes
Risk Consulting for Family Offices: revisiting the risk management framework of family offices with focus on investment risk and also undertaking operational risk assessment of fund managers on behalf of investors
Africa