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.”
James Barham, Group Chief Executive
Latest perspectives
It’s time to consider a deliberate pension plan funding policy
It’s time to consider a ...
Companies are obligated to contribute at least the minimum required contribution as required by law,…
4 min readMonthly macro update: February 2021
Monthly macro update: February 2021
We have been talking for some time about the benefits of low borrowing costs, and…
5 min readGetting your pension plan off autopilot
Getting your pension plan off ...
Take a look at any pension funded status index over the last two decades and…
6 min readEmerging markets redux
Emerging markets redux
Alfred Bryant and Sudin Poddar discuss changes to the landscape of the Emerging Markets equities…
Learn moreContact us
Connect with our team for more information on any of our services or investments.
