About us.

Based in the heart of the city, Mercantile Invest is a discretionary fund management service with a difference.

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.

Our attitude to managing your clients’ wealth is both measured and intelligent and we’ll work in partnership with you to deliver tailored investment strategies that offer risk-adjusted returns, whilst maintaining a consistent focus on preserving wealth. The range of portfolios we provide include, but are not limited to – performance, diversification, market volatility and risk. Our portfolios are available through a range of products wrappers and investment strategies.

Whatever the market conditions, we provide constant oversight and decision-making with a view to ensuring your clients’ portfolio is always in the right place at the right time*. We’ll also keep you fully updated with regular statements and reports.


why choose Mercantile Invest?

diversified portfolios

We offer offer a highly diversified portfolio that can be used across a range of product wrappers – aligned to individual clients’ financial requirements and attitude to risk.

dedicated portfolio managers

You and your clients’ will have direct access to a portfolio manager, as well as a dedicated support team who are on hand to answer any queries you may have.

time saving services

By outsourcing the day-to-day management of your clients investments, you’ll have more time to focus on their financial planning requirements.

investment expertise and research

Through our team of highly experienced portfolio managers we are able to bring to bear the best of our global research and investment capabilities on your behalf.

range of product wrappers

Our diversified portfolios are accessible through a range of product wrappers including Individual Savings Accounts (ISAs), General Investment Accounts (GIAs) and UK and Overseas pensions.

unrivalled transparent service

Regular reporting ensures you and your clients’ remain fully informed about the status of their portfolios and investments. Our team are also on hand to explain in further detail.

Opportunities Strategy

Our opportunities strategy comprises a range of portfolio options that can be tailored to both first time and experienced investors looking to invest their savings via an Individual Savings Account (ISA) or General Investment Account (GIA) wrapper.


Diversified Strategy

Our diversified strategy is most suited to investors planning their retirement fund. It comprises a range of portfolio options tailored to varying risk profiles and is predominantly used within Self Invested Personal Pension (SIPP) wrappers. 


Global Strategy

Our global strategy is designed to support international investors in achieving their financial goals. With a range of portfolio options tailored to varying risk profiles, the strategy can be used across a variety of international pension wrappers.


“our aim is simple – to put you and your clients’ first, so we’ll work closely with you to ensure our portfolios meet your clients’ needs”


Please read the following before proceeding

Mercantile Invest Disclaimer

This site is provided by Mercantile Invest (hereafter “Mercantile”) as a reference service to institutional and professional investors. No investment advice is offered or given by “Mercantile” to any persons accessing information on this site; consequently, prospective investors should take advice from their own professional advisers before making any investment decision. The following information applies to every page on this website, whether or not such pages individually contain a disclaimer notification. You agree that you have to read and understand the information contained on this page and confirm that you are eligible to read the documents posted on the website before you enter it. Any information featuring on this website has been thoroughly researched by “Mercantile”. However, “Mercantile” does not in any way guarantee or warrant, either implicitly or explicitly, the completeness or accuracy of the information posted on this site.

Registration: This website should not be regarded as an offer or solicitation to invest in any jurisdiction where such activity is unlawful. This website is not directed at you if the service is prohibited by any law of any jurisdiction from making the information on this site available to you and is not intended for any use which would be contrary to local law or regulation. You should proceed into this site only if you have satisfied yourself that the country in which you are based imposes no prohibitions or restrictions on the distribution of the promotional material on this site.

General: The information on this website is issued by “Mercantile”. Before investing, all relevant documents, such as reports and accounts and terms and conditions should be read, which specify the particular risks associated with investing, together with any specific restrictions applying and the basis of dealing. The information herein is not an offer to sell, or to solicit an offer to purchase any securities, anyone in any jurisdiction in which such offer or solicitation is not authorized, or in which the person making such an offer is not qualified to do so, or to anyone to whom it is unlawful to make such an offer or solicitation, or to anyone in any jurisdiction inside of the United States. The value of any investments and any income generated may go down as well as up and is not guaranteed. Past performance is not a guide to future performance.

Privacy Policy & Data Protection: Any personal information you provide to “Mercantile”, which is the data controller, through any of the contact facilities on this site or by any other means whatsoever will be held in accordance with our Data Protection Policy set out below. Whilst we take reasonable steps to ensure the security of personal data transmitted through this website, by accepting these terms and conditions you accept that the Internet is not a totally secure medium of communication of information and that such transmission will be at your own risk. Data Protection Policy: the relevant companies within the “Mercantile” process and store personal data in accordance with the requirements of the Data Protection Law. Any personal information you supply will be used primarily to answer your inquiry or to fulfil any of our contractual obligations to you. Personal data will not be held longer that is reasonably necessary. Consequent upon the way we organize our business, personal data may also be used for: operational and administrative purposes, and may be shared with companies within the “Mercantile”. Personal information supplied by you may on occasion be used for research and analysis purposes but it will not be released to non-associated third parties unless there is a legal or regulatory reason to do so or unless the third party fulfils a service on our behalf. Personal information will not be used for marketing purposes.

You have the right to access your personal data and may ask for a rectification thereof in cases where such personal data is inaccurate and/or incomplete. In this regard, you may contact us via email info@mercantileinvest.com. Whenever you supply personal data to “Mercantile” concerning a third party you must ensure that the supply is in accordance with the applicable data protection laws, that where necessary, you have that persons consent to supply the information, and that this Policy has been brought to their attention. By agreeing to these Terms and Conditions, you consent to the processing of the personal data you supply “Mercantile” with in accordance with our data protection policy.

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