Investment solutions focused on improving investors’ outcomes

Committed to excellence in advising on, and managing, client assets

Specialist investment and pensions expertise combined with insightful market knowledge.

We are dedicated to improving investment outcomes for a range of investors, offering flexible solutions determined by your needs. Through investment strategies, fiduciary management, investment consulting and derivatives management our clients get the benefit of our deep industry expertise.

Homepage_ Philosophy

A commitment to investment excellence and a focus on client needs lie at the core of everything we do.


Investors are best served through solutions tailored to their needs. That’s why we take time and care in getting to know the needs of our clients and client groups, to help them reach their objectives in a considered way.


We serve a wide range of investors through intermediaries, investment consultants and institutional investors who make decisions on behalf of and advise end investors.

River and Mercantile is an investment group specialising in fiduciary management, investment consulting, derivatives management and investment management.

Through a flexible approach guided by our clients’ needs, we serve a range of institutional investors and investment intermediaries with tailored solutions and investment strategies, covering equities and alternative investments.

"Understanding clients’ complex investment
requirements is the key to our success. We work with our clients as partners in designing, building, and managing specialist investment products designed to meet specific client needs."

James Barham, Group Chief Executive

Latest perspectives

Case Study: Buying out with R&M

Case Study: Buying out with ...

Article 6 December, 2021

River and Mercantile (“R&M”) has a long track record in guiding its fiduciary clients to…

4 min read

Case Study: Getting “buy-in” ready

Case Study: Getting “buy-in” ready

Article 3 December, 2021

Preparing for a transaction with an insurer (whether buy-in or buyout) is an area where…

4 min read

Dan Hanbury on… the current opportunity for UK smaller companies

Dan Hanbury on… the current ...

Video 25 November, 2021

Dan discusses how his fund looks to exploit the current opportunities in UK small caps.

Learn more

Dan Hanbury on… IPOs and M&As in smaller companies

Dan Hanbury on… IPOs and ...

Video 24 November, 2021

Dan Hanbury discusses how M&A activity and IPOs have impacted his ES R&M UK Smaller…

Learn more

Contact us

Connect with our team for more information on any of our services or investments.