Helen Leung, Mercer FundWatch Solutions Leader
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Mercer Hires Helen Leung as Mercer FundWatch Solutions Leader, Kevin Jeffrey as Investment Solutions Client Director

19th November 2021 | Hong Kong

Mercer, with $400 billion of assets under delegated management, has made 2 senior regional hires with Helen Leung as Mercer FundWatch Solutions Leader, Asia and Kevin Jeffrey as Investment Solutions Client Director.  Helen Leung, who was the Managing Director Head of Greater China Institutional Business at Ninety One, will be responsible for leading the strategic expansion of the proposition and driving growth for Mercer FundWatch, an investment ratings platform for individual investors and financial advisors.  Kevin Jeffrey, who was Willis Towers Watson’s Investment Director, will oversees and manages key client relationships across Asia, providing proactive advice, recommendations and updates on fund structures and investment solutions. 

“ Helen Leung as Mercer FundWatch Solutions Leader, Kevin Jeffrey as Investment Solutions Client Director “

 


Helen Leung, Mercer FundWatch Solutions Leader

Helen Leung Mercer FundWatch Solutions Leader Headshot
Helen Leung, Mercer FundWatch Solutions Leader

Helen Leung is responsible for leading the strategic expansion of the proposition and driving growth for Mercer FundWatch, an investment ratings platform for individual investors and financial advisors, in established markets like Singapore and Hong Kong, as well as in new markets such as Taiwan.

She has close to 30 years of experience in the finance industry and was most recently the Managing Director Head of Greater China Institutional Business at Ninety One Hong Kong Limited. 

 

Kevin Jeffrey, Mercer Investment Solutions Client Director

Kevin Jeffrey Mercer Investment Solutions Client Director Headshot
Kevin Jeffrey, Mercer Investment Solutions Client Director

Jeffrey oversees and manages key client relationships across Asia, providing proactive advice, recommendations and updates on fund structures and investment solutions.

With 14 years of actuarial and institutional investment experience in London and Hong Kong, he was previously Willis Towers Watson’s Investment Director, spearheading the development of global portfolio and investment solutions in Asia Pacific. 

 

Barbara Marder, Mercer Global Wealth Product Leader:

“Mercer FundWatch is an important product for our business and we are committed to its success in Asia. With Helen on board, we can scale up and deliver our forward-looking research to more clients to make informed data-driven decisions on investment portfolios swiftly and digitally, to create a more vibrant and quality investment environment in the region.” 

 

Eamonn Liddy, Mercer International Head of Client Experience, Investment Solutions:

“We are excited about the continued growth of our Investment Solutions business in Asia. With more investors pursuing a more holistic and agile approach to their investments, Kevin’s appointment strengthens our capabilities and leadership in this space as we expect demand to ramp up in the region.” 

 

Janet Li, Mercer Asia Wealth Business Leader:

“The complexities, nuances and dependencies that factor into every investment decision compound each year. The growth in our Investment Solutions business over the years demonstrates the trust clients have in our capabilities and our dedicated team of Investments experts. These new appointments add rigor and specialization to ensure that we deliver a first-class client experience on our investment and research capabilities across the institutional and private wealth client segments in the region.

Private wealth has exhibited a strong appreciation in assets under management. At the same time that assets have continued to grow, however, information asymmetry and adverse selection have impaired the ability for investors and their advisors to grow investment portfolios successfully. Since the launch of Mercer FundWatch in 2019, we have consistently made available sophisticated, qualitative and differentiated research to balance the scales.”

 

These new hires augment Mercer’s expertise in key growth areas of investment solutions and private wealth, strengthening the capabilities of a team with more than 160 professionals across Asia. With nearly US$400 billion of assets under delegated management as of 30 September 2021 and a global team of  1,200 investment professionals worldwide, Mercer continues to provide the latest tools and research, specialist advice to convert insights into achievable outcomes and build bespoke solutions tailored to deliver overall investment objectives for clients. 

 

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About Mercer

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 81,000 colleagues and annual revenue of over US$19 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. 



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