Investment and actuarial solutions focused on improving outcomes

Committed to excellence in providing consulting and investment management services

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 OCIO services, investment strategies, actuarial and investment consulting and derivatives management our clients get the benefit of our deep industry expertise.

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Philosophy

A commitment to investment and actuarial 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 actuarial firm and investment group. We specialize in pension actuarial and administrative services including annuity buyouts and plan terminations.

Our investment group specializes in OCIO services, investment consulting, derivatives management, and investment management.

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

James Barham, Group Chief Executive

Latest perspectives

US pension briefing – December 2020

US pension briefing – December ...

Article January 7, 2021

While many around the world were quite keen to put 2020 in the rearview mirror,…

4 min read

FOURcast: December 2020

FOURcast: December 2020

Article December 14, 2020

Welcome to our monthly macro update, the FOURcast. Much like a weather forecast, it provides…

4 min read

Pension plan LDI

Pension plan LDI

Article December 10, 2020

Pension sponsors have struggled for decades with the difficult tradeoffs that come from hedging potential…

4 min read

Retirement update – December 2020

Retirement update – December 2020

Article December 4, 2020

Optimism abounds in the global financial markets as investors welcomed an end to uncertainty surrounding…

3 min read

Contact us

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

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