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: Talking Factsheets - Investec UK Alpha I Acc GBP Fund
Oct 23, 2019
Looking to provide a consistent and reliable level of outperformance. more...
Square Mile: Talking Factsheets - Baillie Gifford Japanese Fund
Oct 22, 2019
Investing in Japanese companies with above average growth more...
Square Mile: Talking Factsheets - Matthews Pacific Tiger Fund
Oct 22, 2019
An all-cap portfolio with a focus on sustainable growing companies that can be held for the longer term. more...
Square Mile: Talking Factsheets - AXA Framlington UK Select Opportunities Fund
Oct 18, 2019
A fund invested in growing businesses, of all sizes, run by a highly experienced and impressive manager. more...
Square Mile: Future of Advice Survey
Sep 30, 2019
Professional advice is key to driving successful outcomes for your clients, and with so many changes in recent times and more to come Ė regulatory, technological, markets etc, it is important that advisers are prepared for the future. more...
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Managed Portfolio Service
Through our Managed Portfolio Service, we offer bespoke discretionary investment services to authorised advisory companies.