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Bringing Efficiency into Modern Wealth Desks

Mercury Wealth consolidates multi-custodian portfolios, tracks drift daily, and carries every decision.

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Across the wealth industry,
the same problems trouble every manager

  • The full picture of your client The painClients diversify custodians to sharpen returns. Advisors are left reconciling four formats that agree on nothing. With Mercury WealthOne book, every custodian, multi-asset.
  • The Structured Product lifecycle The painThousands of variations, each with its own terms — every trade and every lifecycle event handled by hand. With Mercury WealthThe whole lifecycle in one place.
  • Personalised advice for every portfolio The painPersonalised advice means research, per client, per portfolio. There are never enough hours. With Mercury WealthEvery position tracked, every mandate scored, the advice ready to give.

Stay close to every client, every week

Mercury Wealth keeps track of what happened in each portfolio and brings only what needs your attention.

Every client gets the attention your best client gets.

Good morning, Audrey.
  • Chan Family Fixed income +11.2pp above its IPS band Review
  • Lim Family Office HK$2.3M uninvested at UBS for 72 days Propose
  • Rajan Family US$107k note likely to autocall in 17 days Open note
  • Everyone else 17 households within bands, nothing due On track

Every client, every custodian, every asset class in one view

Cash, funds, notes and private holdings — every asset class your clients own, wherever it sits, read as one book.

Book of Business Book US$183.7M Households 20 Open alerts 20 NNM MTD +US$1.3M
All households Open alerts Drift breaches Reviews due Not contacted in 90d
  • HouseholdAdvisorAUMYTDTrendDriftCustodiansContactAlerts
  • Lim Family OfficeUHNW Sean Donnelly S$56.5M −2.95% Breached JBBOHP 2d ago 6
  • Okonkwo FamilyUHNW Tan Wei-Jie US$28.5M −1.02% Breached UJB 1d ago 3
  • Zhang FamilyUHNW Lau Ka-Ming HK$206.8M −0.90% Breached UJB 3d ago 7
  • Cheung FamilyUHNW Chen Yu-Han US$20.7M −0.22% Breached UHP 10d ago 7
  • Tanaka FamilyHNW Sean Donnelly US$5.8M +6.00% Approaching JB 25d ago 6
  • Smith FamilyMass Affluent Tan Wei-Jie US$7.7M −4.69% Within JB 12d ago 1
20 households · 4 custodians · 5 currencies

From idea to trade, structured products in one system

Design, price, trade and monitor, all in one flow.

Design

Design it, then simulate it

Create the structure and simulate how it behaves before anyone quotes it.

Suitability

Checked against every constraint

Every proposal runs a full suitability check before it's sent.

Propose

Visualize before you trade

Turns complex structured product logic into a visual any client instantly understands.

Quote

One request, Every issuer

One request reaches every issuer, and the prices land aligned and comparable.

Monitoring

Watched from issue to maturity

From issuance to maturity, every note's lifecycle events are tracked automatically.

Reinvest

Decide before the capital lands

The maturity wall shows what each event releases and when, so the next structure is priced before the capital lands.

Operations that run quietly behind the desk

  • Audit trail

    Written as the work happens

    The evidence is already there when you need it.

    • Created PRP-2026-00012 Jun 09:10L. Koh
    • Draft → Sent3 Jun 08:30L. Koh
    • Version v2 added12 Jun 11:00M. Tan
    • Review date 2026 → 202719 Jun 09:14A. Rahim
    Full audit trail
  • Custodian

    Your custodians are already connected

    Wherever your clients hold assets, the positions land in one book overnight.

    4 banks · 10 custodians
  • Reporting

    From statements to filings, everything is covered

    From quarterly statements to regulatory returns, generated to the standard your regulator expects.

    Quarterly statementQ · PDFMonthly performance reportM · PDFDrift letterAd hocInvestment policy statementAnnual · PDFMAS reportQtrly · XBRLSFC reportSemi · XLSXAnnual review packAnnual · PackQuarterly statementQ · PDFMonthly performance reportM · PDFDrift letterAd hocInvestment policy statementAnnual · PDFMAS reportQtrly · XBRLSFC reportSemi · XLSXAnnual review packAnnual · Pack

  • Enterprise-grade security

    Mercury is built for the standards your regulator expects — how it runs, where your data sits, and who can reach it.

    Read the security page
    • On-prem or private cloud
    • Audit & traceable
    • TLS 1.3 · AES-256
    • Customer-managed keys

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