Background
Cheshire based Mercater Capital Management is an independent
Discretionary Fund Management firm.
Mercater offers its Discretionary Fund Management services to
corporate and private clients, charities, trusts and pension funds,
and has been working with a variety of IFAs and professional
connections since 2003.
Mercater's services through Novia
Mercater is delighted to partner Novia and to offer IFAs and
their clients a discretionary management solution through the Novia
Wrap platform.
The Mercater Managed Portfolio Service invests in a wide range
of carefully selected collective investments.
This multi manager approach means that we can construct an
investment portfolio which is well diversified both in terms of its
multi-asset basis and its geographical spread. Our highly
experienced investment team constantly monitors each of the
portfolios to ensure that the holdings remain appropriate for your
clients' risk profile.
Mercater will offer five managed portfolios via the
Novia wrap:
- Balanced Growth
- Balanced Income
- Growth
- Income
- Specialist Growth
Key Benefits of using Mercater's services via
Novia
As an IFA you retain full control over your client's financial
planning safe in the knowledge that a vastly experienced investment
management team is rigorously monitoring their investments.
Mercater provides a cost effective, well diversified portfolio
to match specific investment objectives and risk profiles.
This service can be accessed for those clients for whom a fully
bespoke discretionary managed service may not be appropriate.
Mercater is committed to the IFA market - we have no financial
planning arm and therefore offer no conflict of interest to our IFA
clients.
Contact
Tim Haynes, Business Development Manager
Tel: 0161 9267150
Mob: 07894 935240
Email: tim.haynes@mercater.com
