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 – May 2021

US pension briefing – May ...

Article June 4, 2021

After four months of significant activity, pension plans took a breather in May of 2021,…

3 min read

Monthly macro update: May 2021

Monthly macro update: May 2021

Article May 28, 2021

Company earnings growth is materializing better than expected, particularly within cyclical sectors. Almost one in…

3 min read

COVID-19 and annuity providers

COVID-19 and annuity providers

Article May 26, 2021

Plan sponsors embarking on an annuity purchase should understand the impact COVID-19 has had on…

6 min read

US pension briefing – April 2021

US pension briefing – April ...

Article May 7, 2021

Equity market returns continued to increase as the global economy continued to improve and generally…

3 min read

Contact us

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

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