Our best advocates are the people we work for. We like to think that our IFAs find it a relief leaving the investment side of things to Mercater. And that their clients can sleep easily at night knowing that their investment is in safe hands.
IFA Testimonial 1
IFA Testimonial 2
IFA Testimonial 3
IFA Testimonial 4
IFA Testimonial 1
"Like most IFAs, the ability to outsource part of my business to a reliable third
party is good practice and at the same time is appropriate for a number of my
clients.
I have been advising suitable clients to consider a discretionary portfolio
management service for many years and have found the Mercater service to
be first class, whilst the active fund management has been well received by
my clients as well as delivering strong investment performance.
During the last 12 months, two specific investment decisions have improved
returns for my clients - retaining a high level of cash and remaining
underweight on commercial property - both of which have demonstrated
Mercater's understanding of the market and their ability to add value."
Ian Rankin
Chartered Financial Planner
IFA Testimonial 2
"I have had a working relationship with Kevin Bright at Mercater since the
birth of the company and before. Kevin has always provided a first class
personal approach to my clients' investment needs."
Sue Farrington
Harold Sharp
IFA Testimonial 3
"Mercater provided great assistance to Buckles in the early days of managing
clients' assets. Buckles decided to move to a model of out-sourced fund
management which enhanced both the customer offering and the robustness
of our compliance procedures.
Alaric and his team greatly assisted us in those early days of putting this
proposal together."
Nigel Speirs
Chief Executive of Buckles Investment Services Ltd
IFA Testimonial 4
"Like many IFA's, in the current turbulent investment markets, at the
Whitehead Group we feel that more and more of our time is taken up in
researching funds and markets in order to provide appropriate investment
advice to our clients. Nevertheless, it is impossible to escape the feeling that
many asset classes currently seem to have an air of gloom and doom
about them.
The Whitehead Group have therefore taken the decision to turn to specialist
discretionary fund management to help our clients through the current
market turmoil. We have chosen to use Mercater Capital Management for a
large proportion of our clients to provide discretionary management services
and we have been delighted with both the fund performance achieved, and
the level of service offered to us and to our clients.
As a relatively small discretionary fund manager, Mercater can offer us
benefits above and beyond those available from the larger firms. We
particularly value the ability to introduce our clients to their fund managers
so that the fund manager always has an insight into our clients' needs. Their
managers work along side us and agree with the client their investment
objectives and risk profile. Our clients are reassured that their portfolios are
being regularly monitored and assessed to ensure they reflect the changing
market conditions and also their own evolving circumstances and
requirements.
Where Mercater have made a difference is not necessarily in achieving the
highest return possible, but achieving the desired outcome. Managing Director
of The Whitehead Group, Peter Harrison, says "at the heart of the service we
receive from Mercater Capital Management there is a flexible, responsive and
active investment process using multiple asset classes. Based on a detailed
understanding of the client's circumstances and objectives they construct
what they consider to be the lower risk portfolio likely to achieve required
returns."
Peter Harrison
Managing Director - The Whitehead Group