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 asked some of the fund managers they know
Jan 21, 2020
Square Mile asked some of the fund managers they know, one thing that will be different in 20 years, and this is what they said more...
Square Mile Research: Faces of the Future
Jan 17, 2020
Square Mile talked to some of the fund management faces of the future on their background, career path and what they like to do outside of work and this is what they more...
Square Mile partners with FE fundinfo to launch fund dashboard
Jan 15, 2020
Square Mile and FE fundinfo are to assist financial advisers in their fund selection through the launch of a Fund Dashboard. more...
Square Mile Research: Talking factsheet for the ASI MyFolio Managed Range
Jan 14, 2020
A range of multi-asset funds targeting a broad spectrum of risk and return objectives. View the talking factsheet for the ASI MyFolio Managed Range more...
Square Mile Research: Broomer's Blog - Outlook December 2019
Jan 9, 2020
Recession risk remains heightened though the odds of one forming have dropped as the economic data shows signs of stabilising. Read the latest thoughts from Jason Broomer, Head of Investment. more...
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Managed Portfolio Service
Through our Managed Portfolio Service, we offer bespoke discretionary investment services to authorised advisory companies.