Company Information

Get to know mercer wealth management

Mercer is a prominent global business of Marsh & McLennan (NYSE: MMC) that provides advice and technology-driven solutions to help organizations and individuals build healthier and more sustainable futures. Its Wealth business is a leading provider of investment consulting, retirement services, and financial wellness programs. For over 75 years, Mercer has been advising clients on managing investment risk, optimizing retirement plans, and improving the overall financial well-being of their constituents. The company serves a diverse client base, including corporations, pension funds, governments, and not-for-profit organizations, as well as high-net-worth individuals, by offering delegated investment solutions (OCIO), manager research, and strategic financial advice.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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mercer wealth management

United States

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.