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Marsh, the professional services firm providing insurance, risk management and advisory services, has agreed to acquire Wilshire, a global investment consulting, solutions, and analytics firm that serves institutional investors and financial intermediaries.
The acquisition marks a strategic expansion of Marsh’s investments platform into the advisor-led wealth sector, substantially bolstering its footprint across both institutional and retail intermediary channels.
In addition to deepening Marsh’s analytics, model portfolio, and alternative investment capabilities, the transaction enhances its core advisory offerings for institutional clients, including public and corporate retirement plans, endowments, and foundations.
The transaction is expected to close in the first quarter of 2027, subject to customary closing conditions, regulatory approvals, and client consents. Financial terms were not disclosed.
John Doyle, President and CEO of Marsh, commented: “The acquisition of Wilshire is an important step in growing Marsh’s investments business and strengthening our connection to the financial advisor ecosystem.
“By combining Wilshire’s capabilities with our global reach, open architecture, and expertise across public and private markets, we can help clients make better decisions and build resilient portfolios in an increasingly complex investment environment.”
Pat Tomlinson, President and CEO of Marsh People and Investments, said: “Over the past decade, we’ve built a comprehensive platform serving institutional investors and wealth clients with advice, products, and solutions Wilshire will expand our scale and capabilities, particularly in alternatives, model portfolios, and data and analytics, strengthening our platform for wealth advisors and asset managers. We look forward to welcoming Wilshire’s talented and experienced colleagues to Marsh.”
Wilshire is a diversified investment services firm that combines multi-asset advice and solutions, alternative investment capabilities, and indexes with proprietary data, technology, and analytics.
Since its founding in 1972, as an index and risk analytics provider, the company has reached $221 billion in assets under management and $1.6 trillion in assets under advisement.
Jason Schwarz, CEO of Wilshire, said, “Wilshire has spent more than five decades building innovative, institutional-quality investment capabilities and delivering them to clients across institutional, wealth, and retirement markets. Now is the time to join with Marsh, and through its global reach and resources, extend our platform, broaden our capabilities, and serve clients across the investment value chain.”
According to the announcement, Wilshire’s colleagues across offices in the United States, Europe, and Asia will join Marsh upon completion of the transaction.
The post Marsh to acquire investment consulting firm Wilshire appeared first on ReinsuranceNe.ws.
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