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Mercer acquires Pavilion’s alternatives consulting and wealth management operations


Mercer has completed its acquisition of the investment consulting, alternatives consulting and wealth management operations of Pavilion Financial Corporation (Pavilion).

“Pavilion’s strength in the healthcare, insurance and endowment and foundation segments, coupled with Mercer’s global intellectual capital, will support the delivery of customised, holistic solutions to our clients. We look forward to integrating Pavilion’s not-for-profit consulting capabilities and its specialised alternatives advisory platform with our current client offerings,” says Rich Nuzum, President of Mercer’s global wealth business. “Our priority and focus through the integration will continue to be on helping clients achieve their goals.”
Daniel Friedman, the President and CEO of Pavilion Financial Corporation, says: “In Mercer, we have found the right partner to accelerate our clients’ access to tools, research and investment programs. The Pavilion name will represent Mercer’s US not-for-profit and insurance offerings. Our alternatives platform will feature the customised consulting offering of a full-spectrum alternatives boutique, and the implementation and research capabilities of a truly global firm. Finally, wealth management clients will have expanded advice and access to tools and products, including Mercer’s retirement savings investment solutions.”

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