Meet The Team

 

Square Mile was established in January 2014 to meet the evolving needs of financial advisers, wholesale businesses, and asset managers in the wake of the Retail Distribution Review (RDR).

Our leadership team focuses on creating a culture and operating environment that allows us to concentrate on understanding the demands and challenges faced by our clients, and to work in partnership with them to develop relevant investment services.

Square Mile's Research and Investment Team is made up of experienced fund analysts drawn from a variety of different backgrounds. This array of experience – gained at different businesses serving a wide range of clients - provides a valuable diversity of perspective. Examining funds from many different angles helps us to identify those funds that are truly best in class.

 

Richard Romer-Lee, Managing Director

Richard Romer-Lee, Managing Director

Richard is responsible for determining the strategy and focus for the business in conjunction with the Board and the Executive Management Team. Richard works closely with our clients and all members of the team as well as forging strong business relationships within the wider industry. Prior to co-founding Square Mile he was Research Director and co-founder of Old Broad Street Research Limited (OBSR). Following the acquisition of OBSR by Morningstar he became joint Managing Director of Morningstar OBSR, then MD of European Investment Consulting at Morningstar Inc. He has more than 30 years industry experience, starting at BMA Services in 1986 before becoming an analyst at Buck Consultants.


Paul Angell, Investment Research Analyst

Paul Angell, Investment Research Analyst

Paul's investment fund research coverage spans fixed income, UK equity income, risk targeted, specialist and money market funds. He also supports a number of consultancy clients with quarterly market and fund reporting, as well as working on more bespoke consultancy projects. Prior to joining Square Mile in May 2016, Paul spent 5 years at Morgan Stanley, predominantly working in the European corporate treasury team helping execute the firm’s funding strategy. Paul holds a BA in Economics with Chinese Studies from the University of Nottingham; he also holds the Investment Management Certificate.


Tom Archer, Research Assistant

Tom Archer, Research Assistant

Tom joined Square Mile's Investment Research Team in October 2018 as a Research Assistant covering fixed-income, multi-asset, specialist and property funds. Prior to this, Tom completed an internship with Square Mile working within both the qualitative and quantitative fund research process. Tom holds a First-Class degree in BSc Economics from Cardiff University and an MSc in Economics and Finance from the University of Bath.


Amaya Assan, Research Manager

Amaya Assan, Research Manager

Amaya is a senior member of the research team. As part of her role, she is responsible for leading the firm's equity coverage of Europe, Asia including Japan and the Global Emerging Markets as well as the research into specialist funds. She is also a member of the Research & Consulting Management Team , helping in the management of the firm's research process and output. Prior to this, she was a senior investment research analyst for Morningstar OBSR. Amaya holds the Investment Management Certificate and has over 20 years of experience in fund manager research and selection.


Billie Begley, Client Operations Manager

Billie is Client Operations Manager, having joined Square Mile in May 2015 as an Operations Assistant. Billie provides support to the Client Relationship team in managing the take on of new clients and the client reporting cycle. She is a primary dealer across platforms, supports internal systems development and manages the administration of video production. Prior to this Billie worked at S&P Fund Research for 3 years where she provided support to and coordinated the activities of the S&P analytical team, comprising 14 analysts.


Nick Bennett, Quantitative Research Analyst

Nick Bennett, Quantitative Research Analyst

Nick joined Square Mile in 2018 as a Quantitative Research Analyst. He conducts research across all sectors, with a particular focus on risk targeted and passive funds. He also assists with the performance and risk monitoring of the Model Portfolio Service, providing updates to clients. Nick holds a Masters degree in Maths from the University of Bath and is currently studying towards the Investment Management Certificate.


Stephanie Bone, Head of Marketing

Stephanie Bone, Head of Marketing

Steph joined Square Mile in October 2017 as Head of Marketing. She is responsible for building the marketing strategy for Square Mile and implementing this with her team across a number of areas including digital, PR, literature and video. Steph works with our clients, supporting them in their marketing plans, as well as developing bespoke marketing to suit their needs. Prior to joining, Steph was Marketing Manager at Cazenove Capital, and before this Marketing Manager at BlackRock. Steph holds a BA (Hons) first class degree in Marketing from the University of Portsmouth.


Jason Broomer ASIP, Head of Investment

Jason Broomer ASIP, Head of Investment

Jason is a co-founder of Square Mile and a member of the Executive Management Team which provides input into the strategy and direction of the business. He is directly responsible for overseeing our Managed Portfolio Service and chairs the tactical asset allocation committee. He also contributes to and supports our research capability. Jason has 25 years financial service experience and has previously worked at Bentley Reid, a Hong Kong based wealth manager and Butterfield Private Bank. He is a regular commentator in the financial press on financial markets and investment funds. Jason holds the ASIP qualification and he is an Associate of the CFA Society of the UK.


Diane Earnshaw, Head of Consultancy

Diane Earnshaw, Head of Client Relationships

Diane joined Square Mile in June 2017 and has responsibility for managing the consulting process and output as well as looking after a number of investment consulting clients. As part of this role, she regularly attends external investment and governance committees providing strategic and fund oversight to many different clients. She is also a member of Square Mile's Research and Consulting Management team. As a senior member of the research team, Diane also co-leads our multi-asset research and is a regular press commentator on the multi-asset sector. Prior to joining Square Mile she was Co-Head of Manager Selection within the Portfolio Management team at Morningstar, a multi-asset research lead at OBSR and Head of Research at Investment at Origen Financial Services. Diane has a degree in Economics and Politics from Exeter University and also holds the Investment Management Certificate (IMC).


Alex Farlow, Head of Risk Based Solutions Research

Alex Farlow, Head of Risk Based Solutions Research

Alex is a senior member of the investment research team. He heads up the risk targeted/volatility managed research and co-leads on multi-asset fund research. Other research responsibilities included Asia and emerging market equities. Alex is involved in producing our Adviser Insight reports as well as our comprehensive risk targeted fund reports. He regularly comments in the financial press and produces articles on topics within his specialist research areas. Prior to joining Square Mile, Alex worked at Morningstar OBSR (previously OBSR) between 2005 to February 2014, predominantly working with IFAs building and servicing investment and product best advice panels. Prior to this he worked for Marsh/Mercer for 5 years as part of its Investment Research Team. Alex holds a BSc (Hons) in Biochemistry from the University of East London, the Level 4 Diploma in Financial Planning and the Investment Management Certificate.


Jamie Farquhar, Business Development Director

Jamie Farquhar, Business Development DirectorJamie is responsible for business development, with a particular focus on the adviser community. He is a member of the Executive Management Team, which provides input into the strategic direction of the business and has more than 30 years of industry experience across investment management, platforms and model portfolio services. Starting at F&C Asset Management in 1987, Jamie became Head of UK Retail. He was also Head of Investments at Bankhall Investment Associates, part of the Skandia Group and Head of Investment Proposition at Aviva Wrap. Prior to joining Square Mile, Jamie spent four years at JP Morgan, building a platform and model portfolio service with JP Morgan Private Bank.


Chris Fleming, Investment Services Director

Chris Fleming, Investment Services DirectorChris joined Square Mile in March 2018 as Investment Services Director with 20 years of investment experience across the retail and institutional market. He is a member of the Portfolio Management Team, sits on the Tactical Asset Allocation committee and is a specialist in strategic asset allocation models. Chris holds a degree in Mathematics from the University of Canterbury, New Zealand and is a CFA Charterholder.


James (Jock) Glover, COO, Research and Consulting

James Glover, Director, Research and Consulting OperationsJock is responsible for the development and delivery of strategy across both research and consulting functions as well as team and project management. Prior to joining Square Mile, Jock was a Managing Director at JP Morgan Asset Management, where he worked in the Investment Trust business for 7 years and the European Equities team for 6 years. He was previously sales director of investment trusts at Close Finsbury Asset Management and before that was a private client investment manager at Rathbones. Jock is a Chartered Fellow of the Securities & Investment Institute and holds the SFA Registered Securities qualification.


Victoria Hasler CFA, Director, Research and Consulting

Victoria Hasler CFA, CAIA, Head of Research

Victoria joined Square Mile in April 2014 as a senior investment analyst and subsequently held the role of Head of Research. Victoria is a member of the Executive Management Team which provides input into the strategic direction on the business, and is responsible for the long term strategy and direction of research and consulting within Square Mile. In addition, Victoria heads up the fixed income research, helps with the absolute return fund research and looks after a number of our consulting clients. Victoria previously worked at Brewin Dolphin, Rothschild Private Bank and Merrill Lynch Investment Managers Victoria holds a BA (Hons) in Economics with French from the University of Durham, the IMC, CAIA and is a CFA chartholder.


Lisa Holden, Marketing Assistant

Lisa Holden, Personal Assistant

Lisa is Marketing Assistant at Square Mile, she supports the day-to-day delivery of a variety of marketing initiatives including managing PR requests, maintaining the website and social media accounts, and assisting with events. Lisa joined Square Mile in March 2014 as a Personal Assistant/Administrator, predominantly supporting the Directors and the Operations Team. Prior to this, Lisa was an Investment Team Assistant at Morningstar OBSR, where her role involved managing the diaries of 15 Investment Research Analysts.

 


Charles Hovenden, Portfolio Manager

Charles Hovenden, Portfolio Manager

Charles joined Square Mile in August 2017 as a Portfolio Manager. Charles has been investing in hedge funds since 1993 and manages the Absolute Focus Fund, a fund of equity long/short term hedge funds, on a sub-advisory basis. Drawing on his hedge fund analysis expertise, Charles is also responsible for Capital Preservation portfolios within Square Mile’s Managed Portfolio Service and is an analyst for absolute return strategies in Square Mile’s research team. Prior to joining Square Mile, Charles was Chief Investment Officer and co-founder of Absolute Fund Management. Charles began his career in 1984 as a private client portfolio manager and equity analyst at Rothschild Asset Management. Charles has a 1st class honours degree in Chemistry from Oxford University.


Mark James, Client Relationships Director

Mark James, Client Relationships Director

Mark is a co-founding director of Square Mile and is a member of the Executive Management Team which provides input into the strategic direction of the business. He is responsible for servicing our existing clients, including Financial Advisers, Life Companies, Platforms and Asset Managers as well as talking to potential new clients about the services that we offer and establishing whether we are able to help their business. Mark has been in Financial Services since 1980 in a number of roles for Life Companies and Asset Managers but immediately before Square Mile he was running his own consultancy business where he worked closely with a number of Financial Services businesses.


Andrew Johnston CFA, Portfolio Manager

Andrew Johnston CFA, Portfolio Manager

Andrew works closely with the Head of Investment in delivering our managed portfolio service and looking after our clients. Prior to this he was a senior member of the research team, with a focus on equity fund research. Before joining Square Mile in 2014 he was a fund analyst at Brewin Dolphin, responsible for open and closed-ended coverage of the UK, European, Asian and Japanese regions; he also previously covered the environmental and technology sectors. Andrew holds an MSc in Finance from Heriot-Watt University, an MA in history from the University of Aberdeen, the Investment Management Certificate and is a CFA charterholder.


Lisa Juniper, Head of Operations

Lisa Juniper, Head of Operations

Lisa is Head of Operations, having joined Square Mile as a Senior Administrator in December 2013. She is responsible for the day-to-day management of the Operations Team and works closely on the operational aspects of our Managed Portfolio Service, client take on, finance, compliance and general office management. Prior to joining Square Mile, Lisa worked at Morningstar OBSR (previously OBSR) between 2002 and 2013, where she moved through a variety of roles, the most recent being the administration of client reporting and model portfolios and the management of a small investment research support team.


Mateusz Kedzierski, PhD, Quantitative Research Analyst

Mateusz Kedzierski, PhD, Quantitative Research Analyst

Mateusz joined Square Mile's Quantitative Research Team in 2017 as a Quantitative Research Analyst. He is responsible for quantitatively assessing investment products, specifically passive trackers and quantitative funds. Also he is involved in Strategic Asset Allocation and monitoring Square Mile's Academy of Funds and Managed Portfolio Service, as well as working with consultancy clients, providing technological solutions to client projects. He has over 6 years of extensive cross-discipline experience of data analysis and modelling within both the scientific and financial services industries. Mat holds a BSc (Hons) in Pharmacology from the University of Manchester, as well as PhD from King's College London.


Steve Kenny, Commercial Director

Steve Kenny, Commercial Director

Steve Kenny joined Square Mile in April 2019 as Commercial Director. Steve has overall responsibility for distribution and along with his fellow Directors is tasked with the development and implementation of the company strategy. Steve worked at Kames Capital for 17 years for the company's expansion in the UK and Continental Europe. He has over 30 years experience in Financial Services having worked in the asset management industry, an employee benefit consultancy and a major life company.


Jan Laugharne, Operations Manager

Jan Laugharne, Operations Manager

Jan joined Square Mile in January 2017 as Operations Manager. She is involved in a variety of operational processes including dealing across platforms, communication with clients, administration for the Absolute Focus Fund, and banking and finance. Jan previously worked in a variety of investment operations based roles at Butterfield Private Bank, Fuji Investment Management Company and Friends Provident Life Office.


John Lester, Business Development Director

John Lester, Business Development Director

John is responsible for developing and servicing our client's who include financial advisers, life companies and asset managers. He brings over 24 year of experience in financial services having started his career in finance before running sales teams for various Life Investment and Asset Management firms operating across the UK, Europe, the Middle East, Far East and Southern Africa. John holds a BSc (Open) degree in Strategy and Economics from the Open University, the Certificate in Financial Planning (CII) and is a member of the Professional Finance Society and the Institute of Directors.


Kuchi Liywalii, Operations Assistant

Kuchi joined the team in August 2019 as an Operations Assistant. Her role primarily focuses on Portfolio Management processes across all platforms and databases, Client Reporting with a focus on the Managed Portfolio Service, and leading annual Due Diligence processes. Prior to joining Square Mile Kuchi worked in the Asset Finance industry for 3 years providing support to the Credit & Sales departments. Kuchi is current doing her MSc in Finance & Risk Management at the University of West London.


Anna Mercer, Investment Research Assistant

Anna Mercer, Investment Research Assistant

Anna joined Square Mile in 2018 as an Investment Research Assistant with a focus on UK and Japanese equity Funds, strategic bond funds and ESG research. Prior to this, Anna was a Relationship Executive at Last Word focussing on the Portfolio Adviser and International Adviser audience development. Anna holds a First-Class BA Hons degree in History and Italian from the University of Warwick and is working towards the Investment Management Certificate.


Thomas Milburn, Operations Assistant

Thomas Milburn, Operations AssistantThomas joined Square Mile in February 2019 as Operations Assistant, supporting the operations team in client take on, financials, compliance, dealing across platforms and internal systems development. Prior to joining Square Mile, he was Syndicate Accountant at Coverys Managing Agency for 3 years where he attained the Certificate in Insurance. Tom also holds a Bachelor of Arts degree with Honours in Economics from Hull University.


Jade Mison, Team Assistant

Jade Mison, Team AssistantJade joined Square Mile in August 2019 as Team Assistant supporting the Research & Consulting Management Team. Jade helps to deliver various initiatives and works to support the teams processes. Prior to this Jade has gained experience working in administration and compliance.


John Monaghan MCSI, Head of Research

John Monaghan MCSI, Head of Research

John became Head of Research in May 2019 having initially joined Square Mile as Senior Investment Research Analyst in 2014. In addition to working with some of our consulting clients, he is a member of the Research & Consultancy Management Team, which ensures the consistent delivery of our research output across our client channels and the development of the research team. John is also lead analyst for UK and global equity funds. John started his investment career in 1995 and has previously worked for Bank of Bermuda, HSBC Multimanager and Origen. Prior to joining Square Mile John spent 6 years as an Associate Director with S&P Fund Research. John holds the investment management certificate and is a member of the Chartered Institute for Securities and Investment.


Sharmin Nessa, Executive Assistant

Sharmin joined Square Mile in June 2018 as Executive Assistant supporting the Directors and the Operations Team. Sharmin is assistant to the Managing Director and the wider Executive Management team and also assists with the administration of all internal committees. Prior to this Sharmin worked at M&G Investments for 5 years as a Team PA for both the Sales and Marketing teams.


Daniel Pereira, Investment Research Analyst

Daniel Pereira, Investment Research AnalystDaniel is a member of the research team and has lead responsibility for North American funds. He also looks after some of our consultancy clients and supports the coverage of Global, European and UK smaller company equity funds. Prior to joining Square Mile, Daniel was an intern at Morningstar OBSR working on several projects. Daniel holds a Bachelor of Science degree with Honours in Mathematics from Queen Mary University of London as well as the Investment Management Certificate.


David Pickles, Operations Director

David Pickles, Operations Director

David is an executive director closely involved in determining the strategic direction of the business. He is responsible for a number of areas including finance, compliance, operations, marketing and HR. He is a member of a number of internal committees providing governance and oversight. David joined the UK retail financial services industry in 1977. His career started in the Advisory market where he worked with retail investors before working with Asset Management Companies including M&G and Henderson where he held a number of senior positions in Distribution, Marketing and Operations. From 2005, and prior to helping establish Square Mile, David worked independently where he advised and managed major change programmes on behalf of UK and International Banks, Asset Managers and Life and Pension Companies.


George Pickles, Graphic Designer

George Pickles, ArtworkerGeorge is the Graphic Designer within the Marketing Team having joined Square Mile in June 2018. He is primarily responsible for the design and layout of bespoke marketing materials and reports for our clients. George is also involved in the production of video content, evolving the Square Mile brand and a variety of other marketing initiatives. He holds a BA (Hons) degree in Multimedia from Nottingham Trent University and prior to joining Square Mile he worked within the promotional merchandise industry.


Tom Poulter CFA, Head of Quantitative Research

Tom Poulter CFA, Head of Quantitative ResearchTom Poulter is Head of Quantitative Research having joined in March 2014 as an Investment Research Analyst. He leads the team who quantifiably assess the funds researched by Square Mile's Investment Research Team as well as monitoring Square Mile's model portfolios. Tom also conducts research on all of Square Mile's passive funds. Prior to this, he was an Investment Analyst at Aon Hewitt, where he assisted with providing investment advice to defined benefit pension schemes. Tom holds a First-Class Bachelor of Science degree in Maths with Finance from the University of Manchester, is a CFA charterholder and in addition holds the Investment Management Certificate.


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