The appointment of Mercer and Macquarie Private Wealth was the result of an extensive market review.

“With Funds under Advice of more than $6bn WHK is focused on providing clients with the best possible advice. We have undertaken an extensive review of our investment research over the last six months with a view to increasing our research capability in alignment with our investment philosophy. The investment consulting offered by Mercer and share execution capabilities offered by Macquarie Private Wealth was found to be an excellent fit for WHK and is consistent with our focus on finding ‘best of breed’ suppliers to assist us,” said John Cowan, WHK’s Head of Financial Services. 

WHK also undertook an extensive market review to appoint a new Head of Research.  This review has resulted in the appointment of Jeremy McPhail as Head of Research. Jeremy was the incumbent, and it is very pleasing to confirm our talent with WHK more than meets the market benchmark.

 “I am very pleased to be appointed to the role after a rigorous process and I am excited about coordinating our use of Mercer’s expertise for research throughout WHK accompanied by Macquarie Private Wealth’s services to help put that research into practice for our clients. Mercer is a leading investment consulting and research house with deep expertise in asset allocation and managed funds while Macquarie Private Wealth is the number one ranked full service retail broker by market share. Their expertise when combined with our existing internal capabilities will provide a greater depth of expertise for our growing base of advisers and diverse needs of our clients,” said Jeremy McPhail, Head of Research at WHK.

 “With our global network of qualitative researchers, consultants and asset class specialists, Mercer will bring innovative investment strategy and portfolio construction ideas to WHK,” said Brian Long, Mercer’s Head of Wealth Management in Australia and New Zealand.

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