Lisa Holden, Marketing Assistant
Lisa is Marketing Assistant at Square Mile, supporting the day-to-day delivery of a variety of marketing initiatives. 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 joined Square Mile in August 2017 as a Portfolio Manager. Charles brings hedge fund analysis expertise to Square Mile and will also apply this skillset to other absolute return strategies, as well as providing input to the managed portfolio service and research team. Charles has been investing in hedge funds since 1993 and will continue to manage Absolute Focus fund, a fund of equity long/short term hedge funds, on a sub-advisory basis. Prior to joining Square Mile, Charles was Head of Investments at Rasini Fairway Capital and before that 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 works very closely with our existing and potential clients to build strong and lasting relationships with them. He is a member of the Executive Management Team which provides input into the strategic direction of the business. Mark joined the UK retail financial services market in 1980 with L&G. He has held a number of roles within Life Companies including the Management of a team of Investment Development Managers at General Accident & Norwich Union with responsibility for the sales relationship between the Life Company and Asset Management house. In 2002 Mark joined Investec Asset Management where he progressed to become Sales Director of the UK operation and where he established a strategic alliance focus on Life Assurance Companies and Platforms. In 2010 he established a consultancy business where he advised a range of clients.
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 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 finance, compliance, marketing, media output 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
Mat joined Square Mile's Quantitative Research Team in 2017 as a Research Analyst. He has over 6 years of extensive cross-discipline experience of data analysis and modelling within both the scientific and financial services industries. Mat is responsible for quantitatively assessing investment products, specifically passive trackers and quantitative funds. He is also 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. 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 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 joined Square Mile in January 2017 as Operations Manager. Prior to joining Square Mile Jan worked for Butterfield Private Bank from 2003 to 2016 in a number of roles including Head of Investment Operations. Previously Jan worked at Fuji Investment Management Company for 17 years and before that Friends Provident Life Office for 5 years.
John Lester, Business Development Director
John is responsible for developing our research consulting services and managed portfolio services within the financial adviser, life and asset management communities and platforms, as well as managing client relationships. John joined Square Mile from Investec Asset Management where he held the position of Sales Director, Strategic Partnerships. He has over 24 years experience in financial services having started his career in banking before running sales teams within various Life Investment and Asset Management firms. He has held the positions of Head of Strategic Partners at Neptune Investment Management and Associate Director, Financial Institutions at HSBC Asset Management and has worked extensively with financial advisers and life companies in 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 PFS and the IoD.
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. Prior to this, Anna was a Relationship Executive at Last Word, focussing on the Portfolio Adviser and International Adviser audience development. Anna holds a 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 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.
John Monaghan MCSI, Research Manager
John is a senior member of the research team with a focus on UK and US equity funds. He works closely with a number of our consulting clients, drawing input from the wider team. John started his investment career in 1995 as an analyst at Bank of Bermuda's London office. Following HSBC's acquisition of Bank of Bermuda in 2004, he spent 2 years with the HSBC Multi-manager team before moving to Origen as a discretionary portfolio manager. Prior to joining Square Mile John spent 6 years as an equity fund analyst with S&P Fund Research where he was lead analyst for GEM, Asia ex Japan, EMEA and Latin American funds. 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 is a member of the research team with a focus on UK, North American and Global equity funds. Having joined Square Mile in 2014, Daniel has been involved in a number of areas including quantitative analysis, the launch of the Model Portfolio Service and supporting the dealing process. Prior to this, Daniel was an intern at Morningstar OBSR working on a number of projects including the transition into using RDR compliant share classes for client model portfolios. Daniel holds a Bachelor of Science degree with Honours in Mathematics from Queen Mary University of London as well as the Investment Management Certificate (IMC).
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 with 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, Artworker
George joined Square Mile in June 2018 as an Artworker within the Marketing Team and he is responsible for the design and layout of marketing materials. George holds a BA (Hons) degree in Multimedia from Nottingham Trent University. Prior to joining Square Mile, George worked within the promotional merchandise industry, with clients such as BP & Castrol, providing suitable promotional material solutions to support their marketing campaigns globally.
Tom Poulter CFA, Head of Quantitative Research
Tom 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 from both a return and risk perspective. Tom also conducts research on the risk targeted and passive sectors. 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.