Mercer welcomes $1.9bn BT portfolio from Westpac
The investment manager has successfully transitioned BT’s Private Portfolio Management arm to Mercer from Westpac Group and announced its new name.
Source: moneymanagement.com.au
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Pengana appoints Mercer for private credit arm
Pengana Capital has appointed Mercer as an investment adviser on the portfolio construction for its new private credit arm.
Charles Finkelstein Russel Pillemer Simon Eagleton Jp Morgan Washingtonh Soul Pattinson Merrill Lynch
Source: moneymanagement.com.au
Marsh McLennans Mercer signs Management Transition Agreement for BT Private Portfolio Management
Mercer a business of Marsh McLennan NYSE MMC and a global leader in redefining the world of work reshaping retirement and investment outcomes and unlocking real health and wellbeing announced today that an agreement was reached with Westpac Group to transition BTs Private Portfolio Management PPM business to Mercer.
Source: businesswireindia.com
Mercer to own BT's $1.9bn portfolio management service
BT’s Private Portfolio Management business will transition to Mercer later this year, following the acquisition of Advance Asset Management and the transfer of BT Super.
Simon Eagleton Andrew Wallace Mercer Pacific Mercer Super Advance Asset Management Portfolio Management
Source: moneymanagement.com.au
Mercer scoops up third BT business unit
Mercer announced it will acquire BT Private Portfolio Management for an undisclosed amount after it finalised the transition of the superannuation and asset management units.
Source: financialstandard.com.au
Marsh McLennan's Mercer signs Management Transition Agreement for BT Private Portfolio Management
Mercer, a business of Marsh McLennan and a global leader in redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being, announced today that... | May 8, 2023
Source: marketscreener.com
Former BT investment head joins Mercer wealth team
John Allmey, former head of investment specialists at BT, will become a strategic relationship leader for wealth management at Mercer following the sale of BT Investment Solutions and Advance Asset Management.
Source: moneymanagement.com.au
Mercer names strategic relationships lead
Former BT head of investment specialists John Allmey is now Mercers strategic relationship leader within the investment business.
Source: financialstandard.com.au
Mercer nabs Lonsec consultant
Mercer has hired from Lonsec in support of its growing consulting and investment solutions business.
Source: financialstandard.com.au
Mercer appoints head of Sentinel | Money Management
“Tricia has already been taking the lead on Sentinel’s services behind the scenes as part of Peter’s succession planning, and I’m confident this will be a seamless transition. “Peter remains an integral part of the team, and will continue to provide his expertise in a part-time capacity.” Nguyen joined Mercer in 2015 and had been leading the team in assessing operational risk within investment management operations across all asset classes. She had more than 20 years’ experience i...
Source: moneymanagement.com.au