ADVISORY SERVICES

We are trusted advisors to all of our clients by helping them make more informed decisions about how they can strategically manage their capital.

 

Our advice largely depends on global focuses and that allows us to provide a full range of integrated services that are associated with individual objectives.

 

It is also a time intensive process that requires a careful balancing of the portfolio to satisfy clients' requirements and by investing in the various asset classes and products this allows us to tailor investment solutions to suit their needs.

 

But first we need to fully understand a client's goals so that one of our advisors can implement a plan to match their requirements. We are enabled with access to a range of products across many asset classes and our clients are offered recommended products that have been thoroughly researched and analysed by sophisticated models and tools.

 

We take care to offer flexibility so that when circumstances change, a client's portfolio can be easily adjusted to come in line with the new environment, whether personal or external.

OUR SERVICES

WEALTH MANAGEMENT

At Ferguson Mercer Capital Partners we take advantage of efficiencies in the capital markets by creating a strategic combination of tax-efficient portfolios and expert asset allocation.

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Advisory Services

We are trusted advisors to all of our clients by helping them make more informed decisions about how they can strategically manage their capital with a full range of integrated services that are associated with individual objectives.

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ASSET MANAGEMENT

We provide asset management, investment advisory services and advanced research-based portfolio management, dealing with both growth- and income-oriented portfolios.

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Risk Management

Cost growth, squeezed margins and the requirement for greater scale has been a feature of our industry over the last few years, which has challenged asset managers to innovate to protect profits.

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Investment Planning

At Ferguson Mercer Capital Partners our philosophy is a proven cash flow approach, enhanced by sophisticated investment planning to deliver tax efficiency and profitable risk-adjusted returns.

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Investment Strategies

We offer a unique approach to financial planning services, providing a depth of resources, attention to detail when it comes to client relationships and access to a broad and proven selection of financial strategies.

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