Square Mile is an independent investment research business that works in partnership with regulated professional financial services firms. We help advisers to develop informed investment recommendations so that, with their support, their clients can make the decisions that are right for them.
Focusing first and foremost on in depth, qualitative fund research, we provide tailored support and investment services for financial advisers, institutions and asset managers.
For Financial Advisers we offer governance and support in the design and maintenance of centralised investment propositions. We also offer model portfolios either on an advisory basis or on a discretionary basis through our regulated subsidiary Square Mile Investment Services Limited. We are able to provide support on a sub-advisory basis to organisations that have their own discretionary permissions.
Jason Broomer, Head of Investment shares his latest views on the markets in his short and snappy blogs
Our latest informative content including regulatory guides, sector reports, market updates and thematic papers
Talking factsheets, talking points and fund snapshots - all the latest thinking from Square Mile research analysts
A look at the industry's leading heads, talking candidly on their experiences and mentors. Find out how they started, what a typical day is like and what they do to relax.
Square Mile Research: Understanding how your risk tool is calibrated
Aug 20, 2019
As your business models evolve in the post-RDR world,and your financial planning processes continue to undergoimprovement, Square Mileobserves that many centralisedinvestment propositions rely onthe use of third-party strategic asset allocation tools. more...
Square Mile Research: Managing an effective investment committee
Aug 19, 2019
Running an investment committee effectively The purpose of an investment committee is to oversee the group investment strategy from a number of perspectives and to ensure that the best interests of both the business and its clients are at the core of all investment activity. This might range from the selection of suitable attitude to risk and stochastic modelling tools to strategic and tactical asset allocation and fund selection. more...
Square Mile Research teams up with Panacea Adviser
Aug 12, 2019
We are delighted to announce that we are working with Square Mile Investment Consulting & Research (Square Mile) as a partner to offer our community greater access to independent research. more...
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We provide consultancy services to financial intermediaries and wholesalers.
Managed Portfolio Service
Through our Managed Portfolio Service, we offer bespoke discretionary investment services to authorised advisory companies.