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.
Philosophy
A commitment to investment excellence and a focus on client needs lie at the core of everything we do.
Clients
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.
Approach
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
Outlook: Will 2022 be the year the industry stops playing at ESG, and starts doing it properly?
Outlook: Will 2022 be the ...
James Sym, Head of European Equities at River and Mercantile says that 2022 will be…
3 min readMacro update: December 2021 – Pandemic, Policy and Prices: 2021 in review
Macro update: December 2021 – ...
After another busy year, we can now reflect on how our macro views fared and…
6 min readCase Study: Buying out with R&M
Case Study: Buying out with ...
River and Mercantile (“R&M”) has a long track record in guiding its fiduciary clients to…
4 min readCase Study: Getting “buy-in” ready
Case Study: Getting “buy-in” ready
Preparing for a transaction with an insurer (whether buy-in or buyout) is an area where…
4 min readContact us
Connect with our team for more information on any of our services or investments.

