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Why Mercer? Why Mercer?

Why Mercer?


As a leader in retirement and investment strategies, we offer a full spectrum of actuarial, administration and investment solutions and consulting services.

$15 trillion

in assets under advisement 1 and $304 billion in delegated assets under management 2

1,300+

investment professionals worldwide and 181 dedicated research analysts 3

23,000+

colleagues and 130 countries served worldwide 4

#1

consultant by global assets under advisement 5


Mercer Aspire: an innovative range of life wrapped investment solutions

 

Mercer Aspire is an innovative investment solution launched by Mercer in 2012. Mercer Aspire leverages Mercer’s global investment capability and is delivered through a partnership of Mercer and Zurich Life Assurance.6 The investment managers for all Mercer Aspire products are selected and monitored by Mercer Global Investments Europe Limited. Download the Mercer Aspire inforgraphic to find out more.


Mercer investment solutions: direct investment

 

Mercer investment solutions range from a single asset class portfolio based on Mercer’s Global Manager Research to the construction of diversified multi-asset portfolios spanning several asset classes and investment managers, to the full implementation and monitoring of a long-term strategic plan.

 

Mercer investment solutions combines strategic asset allocation advice tailored to specific investors’ needs and objectives, with a robust multi-manager structure.

 

The process begins with understanding where your client is today regarding their plan design and investment features, what their ultimate objectives are and how Mercer can develop a strategy and investment structure for you that helps meet their goals.


How your clients benefit

 

When it comes to investments, clients can benefit from our global scale and expertise through simple-to-understand yet effective solutions. Clients will have access to our global investment capabilities, exclusive investment solutions, and world-class governance. They can also leverage our scale to potentially access lower fees than they would get on their own and use our global research and intellectual capital to help them make more informed decisions.

 

 

Intermediary/financial adviser resources

 


Mercer Aspire individual products pre-sales documents

   •   AMRF/ARF
   •   Investment Bond
   •   PRB

 

Mercer Aspire investment bulletin for intermediaries and financial advisers

Request Mercer Aspire Investment Bulletin via the contact form below

 

Mercer Aspire quarterly investment reports

Request Mercer Aspire quarterly investment reports via the contact form below

 

Mercer investment solutions

www.conexim.ie

 

Broker Assist

   •   Brochure

 

 

Intermediary/financial adviser tools

 


Fund Focus

Fund Focus is an online fund analytics tool that enables intermediaries and financial advisers to measure and chart fund performance and volatility along with the ability to create and maintain portfolios.

 

Visit website
 

 

Zurich Life Assurance 6

Mercer partner with Zurich Life Assurance to deliver clients with high-class investment and pension solutions. You can visit the Zurich Life Assurance plc website to access fund prices, fund factsheets and a fund growth calculator to help you manage your portfolios. 

 

Visit website or log in to your account
 

 

Broker Assist

Broker Assist is an independent specialist platform service for intermediaries and financial advisers that offers unique outsourced services, including sales support and commission processing.

 

Visit website or log in to your account
 

 

Conexim investment platform

Retail investors can acccess Mercer Investment Solutions through this investment platform.

 

Visit website
 

 

Financial Express

Financial Express is an online tool that enables intermediaries and financial advisers to carry out investment research and analysis, portfolio construction, due diligence and ongoing monitoring.

 

Visit website

 

 

Mercer Intermediary Team

 

Paul Sutton

Paul Sutton, QFA, FLIA


Head of Intermediary Distribution
Paul is a highly experienced senior executive who has worked for several top international financial services organisations at the highest level. He successfully established his own business consultancy practice for Financial Advisors, The Trusted Advisor Group, which he later sold to Ireland’s largest stockbroking firm, Davy. Paul now leads our Intermediary Distribution Channel for Mercer Ireland Limited.

Michael Dempsey

Gillian Walsh, QFA, Grad Dip, CFP®


Sales Leader, Intermediary Distribution
Gillian is responsible for developing and growing Mercer’s Individual Investment Solutions for the intermediary marketplace. Gillian has almost two decades of industry experience, and prior to joining Mercer, she held senior sales and relationship management positions in Davy and Standard Life.

Gillian holds an honours degree in Insurance and European Studies from University of Limerick and a Graduate Diploma in Financial Planning from University College Dublin. She holds the Qualified Financial Adviser (QFA) designation and is a Certified Financial Planner (CFP®). Gillian also sits on the Board of the Society of Financial Planners Ireland (SFPI).

 

 

Useful contacts

 

Mercer Aspire Team — Zurich Life Assurance plc 6

 

Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin Ireland

 

+353 1 799 2941

aspire@zurich.com

 

Broker Assist Limited 7

 

Broker Assist, 97 Haddington Road, Dublin 4, D04 YK79 Ireland

 

+353 1 617 0313
aspire@brokerassist.ie

 

Conexim Advisors Limited 8

 

Conexim Advisors Limited, 97 Haddington Road, Dublin 4, D04 YK79 Ireland

 

+353 1 679 8080

contact@conexim.ie

 


Sources and footnotes

 

Please see important notices for regulatory information.

 

1 Information as of June 30, 2019.
2 Information as of November 30, 2019.
3 Information as of September 30, 2019.
4 Information as of December 31, 2018.
5 Pensions & Investments. Pensions & Investments Survey, June 30, 2019.
 

6 Zurich Life Assurance plc is registered in Ireland under number 58098. Registered office: Zurich Life Assurance plc, Zurich House, Frascati Road, Blackrock, Co. Dublin. Zurich Life Assurance plc is regulated by the Central Bank of Ireland.
 

7 Broker Assist Limited is a company registered in Ireland. Registration number: 222472. Registered Office: 97 Haddington Road, Dublin 4, D04 YK79, Ireland. Broker Assist Limited t/a Broker Assist is regulated by the Central Bank of Ireland.
 

8 Conexim Advisors Limited is a company registered in Ireland. Registration number: 485863. Registered Office 97 Haddington Road, Dublin 4, D04 YK79, Ireland. Conexim Advisors Limited (t/a Conexim Advisor Support & Services) is regulated by the Central Bank of Ireland under Regulation 11 (1) of the European Communities (Markets in Financial Instruments) Regulations 2007, and as an insurance intermediary under the European Communities (Insurance Mediation) Regulations, 2005 (as amended).

 

Figures used refer to Mercer’s business globally and are not specific to Mercer's business in Ireland.

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