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.”

Alex Hoctor-Duncan, Group Chief Executive

Latest perspectives

Pooled employer plan fee arrangements

Pooled employer plan fee arrangements

Article June 16, 2022

Article June 16, 2022 Pooled employer plan fee arrangements Written by Tom Cassara Mike Lynch…

4 min read

US pension briefing – May 2022

US pension briefing – May ...

Article June 8, 2022

Article June 8, 2022 US pension briefing – May 2022 Written by River and Mercantile…

3 min read

Pension plan annuity purchase update – Q1 2022

Pension plan annuity purchase update ...

Article June 6, 2022

Pension buyout sales totaled $13.7 billion in Q4 2020, which represents the highest quarterly sales…

2 min read

Why you need to know and understand pooled employer plans

Why you need to know ...

Article May 31, 2022

Article May 31, 2022 Why you need to know and understand pooled employer plans Written…

3 min read

Contact us

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

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