Discretionary fund management with a difference.
At Mercantile Invest we pride ourselves on providing an unrivalled professional, transparent and cost effective service to all of our professional clients. Our dedicated discretionary fund management team have over 30 years’ experience and whose strength is founded on the personal, lasting relationships they build with advisers and their clients.
Outsourcing the day-to-day management of your clients’ investments will enable you to meet regulatory responsibilities without the administrative burden, whilst providing access to the extensive resources of Mercantile Invest delivered by a Portfolio Manager. Our convenient low-maintenance solution will free up your time to focus on your clients’ financial planning requirements.
why choose Mercantile Invest?
why use a discretionary fund manager?
Many professional intermediaries are finding that managing their clients’ investments, both at the initial recommendation stage and in the ongoing monitoring of portfolios, is becoming increasingly difficult and time consuming.
Furthermore organisations need to have the ability to respond swiftly to new developments and market conditions, which not only takes time but an extensive amount of expertise and resource. There is a plethora of funds to choose from in the marketplace as well as more complex investments, which my not be available to the retail market.
By working with a DFM such as Mercantile Invest, advisers will benefit from effectively outsourcing the day-to-day management of their clients’ portfolios and investments, freeing up their time to focus on developing client relationships and growing their business.