Lisa Holden, Personal Assistant/Administrator
Lisa joined Square Mile in March 2014 as a Personal Assistant/Administrator. Initially her focus was on the Directors and the Investment Research Team but due to company expansion she now focuses on 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.
Lynn Hunter, Investment Research Analyst
Lynn joined Square Mile in June 2015 as an Investment Research Analyst with a focus on qualitative fund research. Her research responsibilities include GEM, Asian, and European equity funds, and coverage of Specialist and Property strategies. In addition, Lynn assists with other areas of the business, such as the Square Mile Managed Portfolio Service. She holds a first-class BA (Hons) degree in Finance, Investment and Risk from Glasgow Caledonian University, the Investment Management Certificate (IMC), and has passed CFA Level 1.
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, Senior Investment Research Analyst
Andrew is a senior member of the research team with a focus on equity funds. He works closely with the Head of Investment in delivering our managed portfolio service and looks after our clients. Prior to this 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 and an MA in history from the University of Aberdeen. He also holds 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.
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.
Billie Lawrence, Operations Assistant
Billie joined Square Mile in May 2015 as an Operations Assistant with a focus on the Investment Research Team. She looks after many aspects of the team including diary management, client reporting and administration of video output. 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.
Grant Mitchinson, Client Relationship Manager
Grant joined Square Mile in February 2016 and is responsible for building adviser relationships and promoting Square Mile's services in Scotland, Northern Ireland and North East England. Grant joined from Aviva PLC where he was Regional Sales Manager for Scotland, Northern Ireland and North East England, responsible for adviser sales across the Aviva Platform and Aviva Investor funds. He has more than 36 years’ financial services experience, a wealth of industry knowledge and a wide network of contacts within the sector.
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 two years with the HSBC Multimanager team before moving to Origen as a discretionary portfolio manager. Prior to joining Square Mile John spent six 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.
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. Between 2005 and joining 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.
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.