{"id":1019642,"date":"2026-11-10T16:04:31","date_gmt":"2026-11-10T21:04:31","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/marsh-to-acquire-wilshire\/"},"modified":"2026-11-10T16:04:31","modified_gmt":"2026-11-10T21:04:31","slug":"marsh-to-acquire-wilshire","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/marsh-to-acquire-wilshire\/","title":{"rendered":"Marsh to Acquire Wilshire"},"content":{"rendered":"

<\/p>\n

Marsh to Acquire Wilshire<\/b><\/p>\n

NEW YORK–(BUSINESS WIRE<\/a>)–
\nMarsh (NYSE: MRSH), the leading professional services firm in risk, strategy, people, and investments, today announced that it has agreed to acquire Wilshire, a global investment consulting, solutions, and analytics firm that serves institutional investors and financial intermediaries. 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.<\/p>\n

\nThis acquisition expands the reach of Marsh\u2019s investments business into the advisor-led wealth segment and adds analytics and alternative investment capabilities, while strengthening Marsh\u2019s offering to institutional investors across public and private retirement plans, endowments, and foundations.<\/p>\n

\n\u201cThe acquisition of Wilshire is an important step in growing Marsh\u2019s investments business and strengthening our connection to the financial advisor ecosystem. By combining Wilshire\u2019s 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,\u201d said John Doyle, President and CEO of Marsh.<\/p>\n

\n\u201cOver the past decade, we\u2019ve built a comprehensive platform serving institutional investors and wealth clients with advice, products, and solutions,\u201d said Pat Tomlinson, President and CEO of Marsh People and Investments. \u201cWilshire 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\u2019s talented and experienced colleagues to Marsh.\u201d<\/p>\n

\nFounded in 1972 as an index and risk analytics provider, 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. It has $221 billion in assets under management1<\/sup> and $1.6 trillion in assets under advisement.2<\/sup><\/p>\n

\nJason Schwarz, CEO of Wilshire, said, \u201cWilshire 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.\u201d<\/p>\n

\nWilshire\u2019s colleagues across offices in the United States, Europe, and Asia will join Marsh upon completion of the transaction.<\/p>\n

About Marsh
\n
<\/b>Marsh<\/a> (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com<\/a>, or follow us on LinkedIn<\/a> and X<\/a>.<\/p>\n

About Wilshire
\n
<\/b>Wilshire is a global investment advisory, solutions and analytics firm and partner to a diverse range of institutional investors and financial intermediaries. Wilshire advises on over $1.6 trillion in assets and manages $221 billion in assets as of June 30, 2026. Wilshire is headquartered in the United States with offices worldwide. More information on Wilshire can be found at wilshire.com<\/a>.<\/p>\n\n\n\n\n\n\n
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\u00a0<\/td>\n<\/tr>\n
\n

1<\/sup> The AUM is presented as of June 30, 2026, and was provided independently by Wilshire. This figure refers to the amount of assets attributable to securities portfolios for which Wilshire provides discretionary and non-discretionary asset management services and may be different from Regulatory Assets Under Management as presented in the firm’s ADV.<\/p>\n<\/td>\n<\/tr>\n

\u00a0<\/td>\n<\/tr>\n
2<\/sup> This AUA is presented as of June 30, 2026, and was provided independently by Wilshire. It refers to the total amount of assets (inclusive of assets under management) attributable to all of Wilshire\u2019s advisory relationships, including various consulting and advisory relationships for which Wilshire provides investment advisory services without engaging, on either a discretionary or non-discretionary basis, in the direct management of a client\u2019s portfolio.<\/td>\n<\/tr>\n<\/table>\n

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View source version on businesswire.com: <\/span>https:\/\/www.businesswire.com\/news\/home\/20261110561979\/en\/<\/a><\/span><\/p>\n

Media contacts:<\/b><\/p>\n

\nAmelia Woltering
\n
Marsh
\n
+1 212 345 08564
\n
Amelia.woltering@marsh.com<\/a><\/p>\n

\nKiki Tarkhan
\n
For Wilshire
\n
+203 915 4936
\n
ktarkhan@prosek.com<\/a><\/p>\n

KEYWORDS:<\/b> United States North America New York<\/p>\n

INDUSTRY KEYWORDS:<\/b> Insurance Human Resources Finance Consulting Banking Accounting Professional Services Data Analytics Asset Management<\/p>\n

MEDIA:<\/b><\/p>\n\n\n\n\n
Logo<\/b><\/font><\/td>\n<\/tr>\n
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Marsh to Acquire Wilshire NEW YORK–(BUSINESS WIRE)– Marsh (NYSE: MRSH), the leading professional services firm in risk, strategy, people, and investments, today announced that it has agreed to acquire Wilshire, a global investment consulting, solutions, and analytics firm that serves institutional investors and financial intermediaries. 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. This acquisition expands the reach of Marsh\u2019s investments business into the advisor-led wealth segment and adds analytics and alternative investment capabilities, while strengthening Marsh\u2019s offering to institutional investors across public and private retirement plans, endowments, and foundations. \u201cThe acquisition of Wilshire is an important step in growing Marsh\u2019s … <\/p>\n

Continue reading “Marsh to Acquire Wilshire”<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-1019642","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"\nMarsh to Acquire Wilshire - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/marsh-to-acquire-wilshire\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Marsh to Acquire Wilshire - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Marsh to Acquire Wilshire NEW YORK–(BUSINESS WIRE)– Marsh (NYSE: MRSH), the leading professional services firm in risk, strategy, people, and investments, today announced that it has agreed to acquire Wilshire, a global investment consulting, solutions, and analytics firm that serves institutional investors and financial intermediaries. 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. This acquisition expands the reach of Marsh\u2019s investments business into the advisor-led wealth segment and adds analytics and alternative investment capabilities, while strengthening Marsh\u2019s offering to institutional investors across public and private retirement plans, endowments, and foundations. \u201cThe acquisition of Wilshire is an important step in growing Marsh\u2019s … Continue reading "Marsh to Acquire Wilshire"\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/marsh-to-acquire-wilshire\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2026-11-10T21:04:31+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&sty=20261110561979r1&sid=flmnd&distro=nx&lang=en\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/marsh-to-acquire-wilshire\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/marsh-to-acquire-wilshire\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"Marsh to Acquire Wilshire\",\"datePublished\":\"2026-11-10T21:04:31+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/marsh-to-acquire-wilshire\\\/\"},\"wordCount\":662,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/marsh-to-acquire-wilshire\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cts.businesswire.com\\\/ct\\\/CT?id=bwnews&sty=20261110561979r1&sid=flmnd&distro=nx&lang=en\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/marsh-to-acquire-wilshire\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/marsh-to-acquire-wilshire\\\/\",\"name\":\"Marsh to Acquire Wilshire - 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