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
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