Measured, intelligent and
At Mercantile Invest we understand that each of your clients is different, which is why our dedicated team of portfolio managers will work in partnership with you to ensure we are in alignment with your clients’ financial goals, suitability needs and risk appetite.
By following a well-established investment approach via three defined strategies, it is our aim to both preserve and grow the wealth of your clients’ in a tax and cost-efficient manner. We offer three risk rated portfolios: Cautious, Balanced and Adventurous across three strategies that are outlined in further detail below.
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.