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.

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Philosophy

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

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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.

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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 ...

Article 7 January, 2022

James Sym, Head of European Equities at River and Mercantile says that 2022 will be…

3 min read

Macro update: December 2021 – Pandemic, Policy and Prices: 2021 in review

Macro update: December 2021 – ...

Article 15 December, 2021

After another busy year, we can now reflect on how our macro views fared and…

6 min read

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

Contact us

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

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