Direct Investment Opportunities
Curated access to private markets – private equity, private credit, real assets and co-investments, historically reserved for very large single-family offices.
Some of the most compelling long-term opportunities sit outside listed markets, in private assets that have traditionally been the preserve of institutions and the largest family offices. We curate access to these opportunities for the families we serve and, just as importantly, bring institutional discipline to how they are selected and how they fit within a portfolio.
Who this is for
Discipline, not just access
Opportunities are assessed through our investment process, drawing on Mercer's research and our Investment Committee. Access alone is never the reason to invest. That’s why private-market exposure is blended into your portfolio as a structural allocation under your Investment Policy Statement, with illiquidity and concentration managed deliberately. Implementation and custody also sit with independent parties, consistent with the four-party separation of duties that governs every Family Office engagement.
Built for patience
Private assets reward patient capital. These opportunities suit families investing across a multi-decade horizon, who can commit capital for longer periods in exchange for the potential return and diversification benefits – with the customised treasury strategy meeting shorter-term needs.
Note: Available to wholesale clients only (Corporations Act 2001 (Cth), ss 761G and 761GA). Wholesale-client status must be established before any specific advice is given. Private-market investments carry additional risks, including illiquidity and longer investment horizons. General information only – not personal financial product advice. Past performance is not a reliable indicator of future performance.
