Mercer Advisors Taps Platform Veteran Cynthia Loh as Chief Platform Officer
Event summary
- Mercer Advisors appointed Cynthia Loh as Chief Platform Officer on September 22, 2026, a newly created role overseeing technology, digital product, design, and operations.
- Loh brings over two decades of experience in building advice platforms at firms like Goldman Sachs, Charles Schwab, and Betterment.
- The firm's platform integrates people, processes, and technology to deliver family office services, supporting 10%+ organic growth and record-high client excellence.
- Mercer Advisors manages $111 billion in client assets as of July 31, 2026, with 1,730 employees across 110 locations.
The big picture
Mercer Advisors' appointment of Cynthia Loh underscores its commitment to scaling its technology platform to support its rapid growth and maintain a competitive edge in the wealth management industry. The move comes as the firm continues to invest in its executive team and technology infrastructure to deliver a consistent, elevated experience for clients and advisors. With $111 billion in assets under management, Mercer Advisors is positioning itself to lead the integration of AI and technology in wealth management while preserving the human relationship at the core of its service.
What we're watching
- Platform Scalability
- How Mercer Advisors will leverage Loh's expertise to enhance its platform's scalability while maintaining personalized client relationships.
- AI Integration
- The pace at which AI capabilities will be integrated into advisor and client workflows to improve efficiency and client experience.
- Talent Attraction
- Whether Mercer Advisors can sustain its position as the destination of choice for leading fiduciary talent amid competitive hiring.