Challenges       |       Solutions          |       Q&A       |       Podcast       

Wealth managers, family offices and other financial intermediaries face a broad range of challenges as they prepare their businesses to adapt to life after the immediate impact of the pandemic. The culmination of equity and bond market bull runs, a barrage of new regulation, squeezed profit margins – as well as the pressing need to become more sustainable – has led many firms to seek new solutions that can lay the foundation of profitable growth while delivering good outcomes for clients.  We work with these clients to create custom solutions that are aligned to their priorities. We help them retain control over their investment proposition, mitigate risks, reduce costs wherever possible and improve their clients’ overall experience.


Common investment challenges


  • Access to private markets
  • Complex regulatory environment
  • Fee compression
  • Increasing operational demands and costs
  • New investment strategies
  • Integrating ESG

Addressing these challenges

Do your research

Do your research


Investment research required to create portfolios designed to perform requires significant depth and breadth with enhanced investment and operational oversight. Find the latest insights and manager research at your fingertips through our solutions:

Get some advice

Get some advice


Speaking to a specialist can help you build a strategy that is aligned to your firms’ and your clients’ needs, allowing you to establish a framework for today and evolve for tomorrow. We advise on asset allocation, portfolio construction, manager selection and oversight, risk oversight and ESG.


explore solutions

Explore solutions


Single and multi-asset class investment strategies, using managers highly rated by Mercer,[SD1]  could help you reduce costs, manage your risk and build resilient portfolios. You can delegate as much or as little to us as you like.


How we can help you

Find the best opportunities

Do your research

Our 200 manager research specialists based around the world connect you to the managers we rate highly. Our global footprint enables us to uncover new and noteworthy managers and investment strategies designed to deliver consistent returns for your clients.

Build custom portfolios

Get some advice

Asset allocation is the most important decision for an investor. Our team of specialists can provide our standard reference portfolios or work with you to build a customized suite of portfolios across the risk spectrum that reflect the unique circumstances of your client base.

Investing for the future

explore solutions

We can help improve your efficiency and competitiveness with your clients. Our multi-manager strategies provide a range of fund options across asset classes and risk profiles. Branding alternative funds under your own name can also help you differentiate your offerings and provide more value to your clients.

Addressing current trends, risks and opportunities facing wealth managers

Top considerations for private markets in 2022


Findings from the 2022 Global Wealth Management Investment Survey


Top considerations for financial intermediaries
in 2022


Top considerations for financial intermediaries in 2023


Client case study

Learn how we help wealth managers and family offices


Strategic and dynamic asset allocation

Access to research and intellectual capital

Access to lower fees through our global scale

Access to expertise outside of internal team

The issue


Despite having USD $15 billion in investable assets and USD $10 billion in liquid assets, a universal bank with three internal distribution channels had restricted investment research capabilities, poor access to private markets and limited access to high quality managers. It wanted to consolidate third-party manager relationships, reduce asset management costs, and tighten up its investment and operational due diligence. It also was looking for a platform partner to source and implement funds through third-party managers.

The solution


We developed a bespoke solution with strategic and dynamic asset allocation and fund selection, supported by our research and intellectual capital. The client benefits from net cost savings of around 30%, including Mercer fees, which amounts to explicit asset management cost savings of USD $3 to $5 million a year. The client also expects to make implicit savings through legal, research, outsourced implementation, by using Mercer as extension of their internal team for certain resourcing requirements.

Catch up on events you may have missed out on

Meet our specialists

Luke Fitzgerald 

Luke Fitzgerald

Head of Wealth Management, Australia

Gregg Sommer 

Gregg Sommer

US Financial Intermediaries Segment Leader

Yaser Abushaban 

Yaser AbuShaban

Principal Consultant and Senior Investment Advisor

Janet Li 

Janet Li

Head of Wealth, Asia

Amit Popat 

Amit Popat

Head of Wealth Management - Europe & IMETA

Marieke de Roo 

Marieke de Roo

Principal, Wealth Management Europe

Mythbusters / Q&A

  • Mercer is known as a trusted adviser –

    Mercer is known as a trusted adviser – how can you help a wealth management business?



    Mercer has been advising a wide range of organisations on their many varied needs for more than 75 years. We are primarily a people business and our focus is on working with clients to achieve their own specific goals. We also provide our clients with investment strategy design and operational expertise, offered by  specialist teams around the world. This enables our financial services clients to benefit from our scale and experience to add value within their own organisations.


    As a people business, our first job is to take the time to listen to what you need. We strive to understand the specific issues each client faces, both now and in the future, partnering with them to create a tailored solution that focuses on their long-term goals and shorter-term pressures. We also recognise that things can change quickly, so draw on our experience to build a solution that can flex with them over time.

    Secondly, we are impartial, with no ties to any particular provider. Thanks to our heritage as an institutional investment consultant, we have built a research capability that covers a wide global range of managers spanning every asset class, including private and illiquid portfolios. We select managers solely on quality and monitor them for shifts in strategy and operational failings.


    This allows us to construct and implement portfolios, designed by our strategy and asset allocation specialists, which are based on diversification, risk management and have the nimbleness to try to exploit opportunities as they arise. Our scale helps us to negotiate potential discounts on manager fees, which are passed directly to our clients.


    Finally, our strong operational platform and tested continuity plans help our clients to function in times of crisis and help ensure their own clients continue to receive the service they expect.


  • What are Investment Solutions

    What are Investment Solutions and how can they help wealth managers serve their clients better?



    Across our wide range of clients, we know keeping on track to achieve investment goals is a priority, and through our Investment Solutions products and services, we have helped them to reassure their own clients over the last few turbulent months. Our Investment Solutions product suite contains a range of core building blocks that wealth managers and private banks can employ to help deliver quality service to their clients. These building blocks start at institutional level strategy design and full market manager research, and stretch through to portfolio monitoring and communication, covering every step of your client’s investment journey.


    Using our sophisticated operational platform, our dedicated, experienced teams can also support wealth managers on timely implementation and oversight tasks. We can help get you to market quickly with new ideas and execute investors’ wishes fast, meaning your assets get to work quickly.


    Our Investment Solutions platform brings the power, reach and efficiency of Mercer’s global footprint to wealth managers of any size and sophistication around the world.


  • Does everyone get the same package?

    Does everyone get the same package?



    From large, global banks to small, independent advisory firms, we help many businesses increase efficiency, pursue reduced cost, and seek better outcomes for their clients. But we understand that every business is different, which is why Investment Solutions offers a suite of products and services, and we invite you to select only the ones you need to deliver the most value for your clients.


    Within Investment Solutions, we have designated four key function areas that each contain a range of options that can flex according to your changing needs.


    These include strategy and proposition design, oversight and governance, manager selection and client communication – all of which we can seek at an institutional standard. However, many of our clients rely on our skill in blending asset classes and highly-rated managers to create a portfolio combination that is in line with your objectives. We can also implement these allocation decisions quickly, through our own internal platforms, enabling your clients’ assets to start working. By outsourcing these key elements, wealth managers of any size around the world can benefit from our experience, skills and vast, global market coverage – all while keeping their costs down. We work with each client individually to help ensure everything we provide is in line with their outlook and needs, allowing them to move swiftly and serve their own clients well.


  • Clients are asking about ESG –

    Clients are asking about ESG – how can you help me with that?



    Environmental, social and governance investing is an important theme for investors, and there are several ways we support wealth managers to help them to allocate in this way. Mercer was one of the first consultants to explore and implement ESG factors into our investment research and decisions, a pioneering position we are proud to continue to hold. We have advised the UN Principles for Responsible Investment and continue to support other leading global organisations to find solutions to developing, international concerns.


    Thanks to our background of pioneering on ESG, clients using our Investment Solutions products and services can benefit from our expertise to help their own investor base.


    We boast a research team that is dedicated to exploring and developing ESG themes, including risks and opportunities that could significantly impact client portfolios. This team is backed up by our global manager research group, who analyse and rank the managers who Mercer believes are the best in this field.


    From designing an investment portfolio that focuses on how ESG themes are likely to influence the global economy helping to ensure managers are sticking to their claims, our team can help shape how you serve your investors to meet their evolving ESG needs.


Important notices

Not all services mentioned are available in all jurisdictions. Please contact your Mercer representative for more information.

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