Enhancing your efficiency and competitiveness with your clients is critically important. You require a range of fund options across asset classes and risk profiles. Even branding alternative funds under your own name can help you differentiate your offerings and provide more value to your clients.
As a wealth manager, you face increasing pressure to comply with regulatory and operational demands while still providing a broad range of high-quality investment products for your clients. Our multi-manager portfolios and our partnership with you may be the answer. We can help you:
A multi-manager fund will allow your investment advisor to select highly rated managed funds for each portion of an allocation. In fact, you can replace sub-scale funds with alternative funds branded as your own product.
Working with Mercer Wealth Manager Solutions means you can leverage our extensive global institutional advisory services and purchasing power that creates substantial cost savings. We offer:
Delegate part of your manager selection and fund management responsibilities to us to reduce key man risk.
With our multi-manager expertise across all major asset categories and a large advisory business, we provide substantial buying power and access to funds with limited capacity.
Benefit from our global resources to create a solution that achieves business efficiencies by minimizing the number of partners you need to consult.
Please See Important Notices For Further Information.
1 As of December 31, 2015
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