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

Annuity purchases and Guaranteed Separate Accounts

Annuity purchases and Guaranteed Separate ...

Article January 11, 2022

Article January 11, 2022 Annuity purchases and Guaranteed Separate Accounts Written by James Walton Share…

7 min read

Pandemic, policy, and prices: 2021 in review

Pandemic, policy, and prices: 2021 ...

Article January 10, 2022

Article January 10, 2022 Pandemic, policy, and prices: 2021 in review Written by River and…

5 min read

US pension briefing – December 2021

US pension briefing – December ...

Article January 7, 2022

Article January 7, 2022 US pension briefing – December 2021 Written by River and Mercantile…

3 min read

Navigating a Frozen Plan to Termination

Navigating a Frozen Plan to ...

Article January 5, 2022

Article January 5, 2022 Navigating a Frozen Plan to Termination Written by Michael Clark Share…

8 min read

Contact us

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

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