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.


Philosophy
A commitment to investment and actuarial 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 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.”
Alex Hoctor-Duncan, Group Chief Executive
Latest perspectives
Managing your pension LDI strategy through a down market: Don’t let your strategy blow up
Managing your pension LDI strategy ...
Article May 26, 2022 Managing your LDI strategy through a down market: Don’t let your…
4 min readUS pension briefing – April 2022
US pension briefing – April ...
Article May 5, 2022 US pension briefing – April 2022 Written by River and Mercantile…
3 min readUS pension briefing – March 2022
US pension briefing – March ...
Article April 6, 2022 US pension briefing – March 2022 Written by River and Mercantile…
3 min readPension plan annuity purchase update – Q4 2021
Pension plan annuity purchase update ...
Pension buyout sales totaled $13.7 billion in Q4 2020, which represents the highest quarterly sales…
2 min readContact us
Connect with our team for more information on any of our services or investments.
