About Us

 

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
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.

For Wholesalers (Life Companies and Savings Platforms).
We provide strategic consulting as well as governance and support in the design and maintenance of centralised investment propositions for wholesalers operating in the adviser and the direct-to-consumer markets. This includes current propositions, legacy business and the design of future offerings.

For Asset Managers
We provide services to asset managers. Asset managers can license the output of our research by subscribing to a marketing licence. This enables them to reproduce our ratings and factsheets in their marketing, sales and information provision. Asset managers are not obliged to subscribe to marketing licences. We research funds from across the open-ended fund universe. As at the end of 2016, Square Mile had assessed funds from 125 asset managers active in the UK. Less than 40 asset managers subscribe to a marketing licence.

Our Research
For us there is only one way to deliver rigorous and insightful qualitative research and that is to invest in professional, qualified and experienced people. For this reason alone we have built one of the strongest and most respected qualitative investment research teams in the UK. Our analysts focus on investment research and meet regularly with fund managers to understand how those managers work, how they think and how they react to markets. We listen, we observe, we test, we challenge, we discuss, we deliberate and we form opinions. Finally, we publish our research and our views. These are based on clearly articulated outcomes and objectives, from which adviser firms can identify suitable funds to meet the needs of their clients.

We hope the result of this work is evident in our Academy of Funds. The Academy includes active and passive open-ended funds drawn from across the whole market, which are regulated or recognised by the FCA and available for sale to UK retail investors. The Academy is free to access for adviser firms and if you have not yet registered we would invite you to do so by clicking here.

Meeting the challenges of an evolving world

Regulatory pressures and demographic changes continue to present fresh challenges to companies in the financial services arena. Square Mile was set up in January 2014 by founding partners Richard Romer-Lee, Nigel Whittingham, David Pickles, Mark James and Jason Broomer, to meet the evolving needs of financial advisers, wholesale businesses, and asset managers in the wake of the Retail Distribution Review (RDR).

Changes in regulation and the resulting transferral of responsibility have created a seismic shift within the industry: people are being forced to take control of their own financial futures. The RDR has increased the need for advice; however, intensifying regulatory pressures have put additional pressure on financial advisers. New regulation has – rightly – placed the interests of the client at the forefront. At Square Mile, we firmly believe in “client first”; at the same time, we know and understand the market, and we can use that knowledge and understanding to relieve the pressure on our clients.

The financial services industry does not stand still, and changes in regulation continue to transform the environment. Square Mile’s client-focused business model and outcome-driven approach provide us with the capability and flexibility to continue to evolve and keep pace with long-term regulatory and industry changes.

Client first: now and always

We aim to help our clients with their businesses and to support them in meeting their clients’ objectives. We believe it is important to acknowledge that every client has different needs, and therefore our service is tailored to meet those individual needs. We aim to establish partnerships with financial advisers, financial services institutions and asset managers, and to help them build their investment propositions.

We believe that by conducting in depth qualitative research, supported by quantitative analysis, we can identify best-in-class funds that meet a wide range of needs. Our clients can trust Square Mile to research and select funds, freeing them to concentrate on their own client relationships.

Further information on Square Mile:

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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.

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