Mercer Private Portfolios

Simplifying portfolio management in a complicated world

Mercer Private Portfolios is a specialised investment management service for wholesale investors that delivers a tailored investment portfolio based on your specific objectives, liquidity requirements, investment horizon and risk sensitivity.

Why use Mercer Private Portfolios?

Dedicated Portfolio Manager

All clients work with a dedicated portfolio manager who has extensive investment market knowledge and professional qualifications.
A tailored, diversified portfolio

Wholesale investors can select an investment portfolio, incorporating a range of asset classes, that suits their risk appetite and investment needs. This can be made up of direct investments as well as unlisted managed funds.
Access to expert investment professionals

Wholesale investors can benefit from the long-term investment expertise and skill of Mercer’s experienced team of investment professionals.
Comprehensive portfolio administration and online reporting

Mercer Private Portfolios provides advisers and wholesale investors with complete portfolio administration and online reporting services, including a range of daily, quarterly and annual reports online.

See our Important Notices.

This information has been issued by Mercer Investments (Australia) Limited ABN 66 008 612 397 AFSL 244385. 'MERCER' is an Australian registered trade mark of Mercer (Australia) Pty Ltd ABN 32 005 315 917. © 2023 Mercer LLC. All rights reserved.

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Mercer Private Portfolios

Simplifying portfolio management in a complicated world

Why use Mercer Private Portfolios?

Benefits for wholesale investors

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Swing state

Speak with Mercer