Mercer’s Private Wealth practice group consulting team has assembled a group of professionals with a depth of expertise. Our consultants possess both academic and industry credentials, coupled with professional experience in the asset management, private banking, and brokerage business. Most of our staff have advanced degrees, and many hold the Chartered Financial Analyst designation.

We specialize in the formation and implementation of investment strategies to meet the unique goals of each private wealth client. We begin by determining the financial objectives of each client or family unit. Next, we develop investment strategies to meet those objectives while matching tolerance for risk and liquidity needs. We implement our strategies in concert with the family office staff or individual client as needed. Lastly, we report results in an easy-to-read monthly performance report so effective decisions can be made on an ongoing basis. In an overarching sense, we assist each private wealth client in integrating investment strategy with family governance (vision, mission or values) and coordinate with outside advisors to help ensure integration with an overall wealth management plan.

IMPORTANT NOTICES

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Opinions – not guarantees
The findings, ratings and/or opinions expressed herein are the intellectual property of Mercer and are subject to change without notice. They are not intended to convey any guarantees as to the future performance of the investment products, asset classes or capital markets discussed. Past performance does not guarantee future results. Mercer’s ratings do not constitute individualized investment advice.
Not investment advice
This does not contain investment advice relating to your particular circumstances. No investment decision should be made based on this information without first obtaining appropriate professional advice and considering your circumstances.