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Mercer has been appointed by Investec Specialist Private Bank to support its high-net-worth client investment proposition. Investec will access Mercer’s Global Investment Manager Database and its Manager Performance Analytics tool in selecting funds and constructing client portfolios.
The head of wealth management at Investec, Robert Gottlieb, said the wealth management team is focused on creating customised global investment solutions for individual clients.
“Mercer’s resources will help us underpin these solutions with sound, expert research that seeks to challenge conventional banking ideas in constructing bespoke portfolios,” Gottlieb said.
Hansi Mehrotra, head of Asia Pacific wealth management for Mercer’s Investment Consulting business, said demand for comprehensive global research capabilities was on the rise.
“Following the global financial crisis we have seen an increasing trend for private banks to seek comprehensive, unbiased and forward-looking manager research from a compliance perspective. By seeking expert advice via smart sourcing solutions, such as accessing Mercer’s deep-level skills in manager research, private banks are better able to refocus on core strengths,” she said.
Globally, Mercer employs over 70 manager research professionals who maintain ratings on over 5,500 investment strategies.
