Luke Fitzgerald
Head of Wealth Management, Pacific
Investors look to their wealth managers and financial intermediaries to help them build well-diversified portfolios, source and access high-quality asset managers and strategies, invest in a sustainable manner, monitor risks and manage overall investment costs.
Building and managing investment portfolios takes time, precision and focus. For wealth managers and financial intermediaries, there are a range of additional challenges that limit their time to providing exceptional service to clients. These include sourcing and selecting traditional and private market opportunities from a global universe, managing operational demands and costs, competitor differentiation and navigating complex regulatory environments.
Leveraging our extensive, research, advice and implementation services and range of investment solutions, we can help you build portfolios that are designed to deliver future growth. Below are five benefits of working with us to help you achieve your investment goals.
We understand that wealth managers and financial intermediaries have a wide range of challenges and priorities and are well equipped to support you through the breath of our capabilities and our flexible operating model.
US $16.2 trillion in global assets under advisement1
US $548 billion in global assets under management2
More than 11,900 investment strategies rated3
More than 3,000 asset managers rated4
Head of Wealth Management, Pacific
Head of Wealth Management Investment Solutions
National Sales Leader, Wealth Management
State Manager VIC, SA, TAS
State Manager QLD, WA
This content on this website is provided for informational purposes only and should not be taken as advice or recommendation to buy or sell any specific investment product or services, including Mercer’s investment management services, or to enter into any portfolio management mandate with Mercer.
Any investment carries inherent risks and you should carefully consider your own investment objectives, financial situation, and needs before making any investment decision.
Past performance is not an indication of future performance.