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?
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.
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.
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”