Capital Markets & Portfolio Risk
Deep experience in equity, fixed income, and alternative assets — with a specific focus on risk-adjusted preservation strategies for private clients with concentrated or illiquid portfolios.
Our Team
Senior advisers with no product to sell.
Every client relationship at Riverside Mercer is handled by a principal-level adviser — not delegated to junior staff after the first meeting.
A small team structured around accountability.
Riverside Mercer operates with a deliberately small team of senior advisers. This is not a resource constraint — it is a deliberate model. Large advisory firms often use senior talent to win mandates and junior staff to service them. We do not. Every client engagement is led, managed, and delivered by a principal who holds direct accountability for the quality of the advice. Our team of six advisers covers capital markets, insurance regulation, EU legal structuring, and tax co-ordination across Slovak, Czech, and Austrian jurisdictions. Between them, they bring an average of nineteen years of professional experience in private capital advisory, drawn from backgrounds in private banking, legal practice, and institutional asset management.
The disciplines our team covers.
Breadth of competence without breadth of headcount.
EU Insurance Law
Specialist knowledge of insurance wrapper regulation across Slovak, Luxembourg, and Irish domiciles, with fluency in the EU Insurance Distribution Directive and its implications for private clients.
Legal Structuring
Practical knowledge of Slovak company law, EU cross-border structuring, and succession frameworks — enabling our advisory to bridge the gap between legal counsel and financial strategy without replacing either.
Tax Co-ordination
We work alongside clients' existing tax advisers to ensure that financial structures do not inadvertently create tax events or reporting obligations that the tax adviser was not aware of when giving their own advice.
“What sets Riverside Mercer apart is the continuity. I have worked with the same adviser for six years. She knows the full history of my capital structure, my family situation, and my long-term objectives. That depth of context produces advice that no newcomer could replicate, regardless of their technical competence.”
Richard B., Business Owner, Košice
Meet the adviser who will handle your engagement.
Introductory conversations at Riverside Mercer are conducted directly by a principal. You will know who you are working with from the first call.