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.
Watch the Square Mile talking factsheet on the Prufund range
Nov 26, 2019
Seeking to provide smoother investment returns more...
Square Mile Research: Does ESG really affect performance?
Nov 22, 2019
The investment industryís interest in ESG (Environmental, Social and Governance) has grown steadily over the past few years and an increasing focus on wider societal issues like climate change and plastic pollution has spurred on the idea of conscious consumerism. more...
Square Mile Research: Future of Advice Survey results
Nov 18, 2019
Square Mile recently surveyed a number of UK Financial Advisers to ascertain more information on how they run their businesses, spend their time, construct their investment proposition and where they see most growth in the future. more...
Square Mile Research: Schroder Strategic Credit
Nov 11, 2019
This is essentially a flexible, short-dated corporate bond fund, with the manager asset allocating between investment grade and high yield credit as he sees fit more...
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Managed Portfolio Service
Through our Managed Portfolio Service, we offer bespoke discretionary investment services to authorised advisory companies.