Meet the Team

  • Executive Management
  • Board
  • Research & Consulting
  • Investment Management
  • Distribution
  • Marketing
  • Operations

Executive Management Team

Richard Romer-Lee, Managing Director

Richard Romer-Lee, Managing Director

Richard is a co-founder of Square Mile and 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.


David Pickles, Operations Director

David Pickles, Operations Director

David is a co-founder of Square Mile and is an executive director closely involved in determining the strategy and focus of the business in conjunction with the Executive Management Team. 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.


Steve Kenny, Commercial Director

Steve Kenny, Commercial Director

Steve has overall responsibility for distribution and in conjunction with the Executive Management Team 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.


Stephanie Bone, Head of Marketing

Stephanie Bone, Head of Marketing

Steph is responsible for building the marketing strategy for Square Mile in conjunction with the Executive Management Team, 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, Investment Director

Jason Broomer ASIP, Head of Investment

Jason is a co-founder of Square Mile and 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 Consulting

Diane Earnshaw, Head of Consulting

Diane is responsible 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 the Research & 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).


James (Jock) Glover, COO, Research and Consulting

James Glover, COO, Research and ConsultingJock 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.


Mark James, Client Relationships Director

Mark James, Client Relationships Director

Mark is a co-founder of Square Mile and 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.


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.

The Board

Andy Pomfret, Chairman

Andy Pomfret, Chairman

Andy has extensive experience of working in the financial services sector and with listed companies both as an executive and non-executive director. He qualified as an accountant with KPMG and then spent 13 years with Kleinwort Benson in corporate finance, private equity and then as the CFO of the Investment Management and Private Banking division. In 1999 he joined Rathbones (a FTSE250 company) as their CFO, and then served as CEO from 2004 to 2014. During that time he also started his non-executive career with Beazley in 2002 where he also chaired the Audit Committee. Since leaving Rathbones in 2014 he has taken several non-executive roles with both private and public companies. He was also a founder member of the PRA Practitioner Panel and holds an MA from Queens’ College, Cambridge.


Richard Romer-Lee, Managing Director

Richard Romer-Lee, Managing Director

Richard is a co-founder of Square Mile and 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.


David Pickles, Operations Director

David Pickles, Operations Director

David is a co-founder of Square Mile and is an executive director closely involved in determining the strategy and focus of the business in conjunction with the Executive Management Team and board. 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.


Steve Kenny, Commercial Director

Steve Kenny, Commercial Director

Steve became a board member in January 2020. He has overall responsibility for distribution and in conjunction with the Executive Management Team is tasked with the development and implementation of the company strategy. Steve worked at Kames Capital for 17 years leading 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.


Nigel Whittingham, Non-Executive Director

Nigel Whittingham

Nigel has worked in the financial services industry since 1977 having held leadership roles at several Life Companies and Fund Management firms. He has served as Director of Edinburgh Unit Trust Managers Ltd, Edinburgh Fund Manager’s PLC and Edinburgh Portfolio Ltd. He was Sales & Marketing Director of Edinburgh Fund Managers, where he established and managed the company’s multi manager business. Subsequent to that he was Managing Director of Insight’s Multi-Manager business and in 2007 became Director at OBSR and subsequently Managing Director at Morningstar OBSR. He is a co-founder of Square Mile Investment Consulting and Research.


Research and Consulting

James (Jock) Glover, COO, Research and Consulting

James Glover, COO, Research and ConsultingJock is responsible for the development and delivery of strategy across both research and consulting functions as well as team and project management. Jock is a member of the Executive Management Team and the Research & Consultancy Management Team. 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.


Diane Earnshaw, Head of Consulting

Diane Earnshaw, Head of Consulting

Diane is responsible 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 the Executive Management Team and the Research & 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).


John Monaghan MCSI, Head of Research

John Monaghan MCSI, Head of ResearchJohn 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.


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

Tom joined Square Mile's Investment Research Team in October 2018 as a Research Assistant covering fixed income, multi asset, property and absolute return 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, a Distinction in MSc Economics and Finance from the University of Bath, and has completed the Investment Management Certificate.


Amaya Assan, Research Manager

Amaya Assan, Research Manager

Amaya 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.


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.


Alex Farlow, Head of Risk Based Solutions Research

Alex Farlow, Head of Risk Based Solutions Research

Alex heads up the risk targeted/volatility managed research and co-leads on multi-asset fund research. Other research responsibilities include Asia and emerging market equities. Alex also looks after a number of consulting clients, which involves attending investment committees and providing strategic and fund oversight. He is also 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 between 2005 to February 2014, predominantly working with IFAs building and servicing investment and product best advice panels. 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.


John Fleetwood, Director of Responsible and Sustainable Investing

John Fleetwood, Director or Responsible and Sustainable Investing

John is responsible for Responsible and Sustainable Investing, having founded 3D Investing which was acquired by Square Mile in June 2020. After a career as an ethical specialist IFA dating back to 1991, John worked with private client manager, King & Shaxson, both conducting ethical screening and developing a personalised ethical portfolio service. He launched 3D investing in 2015 to rate responsible investment funds, and to enable IFAs and asset managers to develop model portfolios with a high social impact. John is the editor of the Good Investment Review and 3D Investing is a founding partner of the Big Exchange.


Mateusz Kedzierski PhD, Quantitative Research Analyst

Mateusz Kedzierski, Quantitative Research Analysts

Mateusz 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, a PhD from King's College London, and the Investment Management Certificate.


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.


Jade Mison, Team Assistant

Anna Mercer, Investment Research Assistant

Jade 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 experience working in administration and compliance.


Jake Moeller, Senior Investment Consultant

Jake Moeller, Senior Investment ConsultantJake is involved in managing the company’s consulting output, as well as maintaining relationships with a number of investment consulting clients. He also has a focus on research relating to ESG and responsible investing and is a lead media spokesperson for Square Mile. Jake joins from Refinitiv where he headed up the Lipper research proposition for the UK and Ireland and was a trustee of the Refinitiv pension plan. Since 1998, he has specialised in mutual fund research & selection, fund-of-funds portfolio management and asset allocation strategies. Jake is a Chartered Member of the Chartered Institute of Securities & Investment (CISI) and a Senior Fellow of the Financial Services Institute of Australasia (Finsia).


Daniel Pereira, Investment Research Analyst

Daniel Pereira, Investment Research AnalystDaniel is a member of the Investment Research and Consulting Team and has lead responsibility for North American equity funds. He also looks after several 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 where he worked on various 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 (IMC).


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 the research team as well as monitoring Square Mile's managed portfolios. In addition, Tom conducts research on all of the passive funds in Square Mile's Academy of Funds and the analysis for Square Mile’s Value for Money Assessments. He 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, he was an Investment Analyst at Aon Hewitt for 3 years. 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.


Eduardo Sánchez CFA, CAIA, Senior Investment Research Analyst

Eduardo Sánchez CFA CAIA, Senior Investment Research AnalystEduardo has research responsibilities across the fixed income spectrum. Prior to joining Square Mile in early 2020 he spent over 7 years at Santander Asset Management with responsibility for the selection of Fixed Income funds for the Asset Management and Private Banking units of the group, as well as their institutional clients. Before coming to London in 2014, he was a portfolio manager for International equities, fixed income and absolute return funds of funds for Caja Laboral and Inverseguros in Spain. Eduardo holds a bachelor degree in Economics for the Universidad Autónoma de Madrid, is a CFA and CAIA charterholder and also holds the Investment Management Certificate.


Investment Management

Jason Broomer ASIP, Investment Director

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 focus 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.


Chris Fleming, Investment Services Director

Chris Fleming, Investment Services DirectorChris is 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.


Charles Hovenden, Portfolio Manager

Charles

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.


Andrew Johnston CFA, Portfolio Manager

Andrew Johnston CFA, Portfolio Manager

Andrew is a member of the Investment Management Team which is responsible for delivering Square Mile’s Managed Portfolio Service and prior to this he was a senior research analyst, 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.


Distribution

Steve Kenny, Commercial Director

Steve Kenny, Commercial Director

Steve has overall responsibility for distribution and in conjunction with the Executive Management Team 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.


Jamie Farquhar, Business Development Director

Jamie Farquhar, Business Development DirectorJamie is responsible for business development, with a particular focus on the adviser community. He 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.


Mark James, Client Relationships Director

Mark James, Client Relationships Director

Mark is a co-founder of Square Mile and a member of the Executive Management Team which provides input into the strategy and focus 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.


John Lester, Business Development Director

John is responsible for business development, with a particular focus on the UK and cross border adviser and life communities. John joined Square Mile from Investec Asset Management where he held the position of Sales Director, Strategic Partnerships. He has over 25 years’ experience in financial services having started his career in banking before leading sales teams within various Life Investment and Asset Management firms. He has worked extensively with financial advisers and life companies in the UK, Europe, the Middle East, Far East and South Africa and is included in the IA100 list of influencers in the international wealth and advisory sector. John holds a BSc (Open) degree in Strategy and Economics from the Open University, the Certificate in Financial Planning (CII), he is a member of the PFS and the Institute of Directors.


Sophie Martin, Business Development Consultant

Sophie works closely with the Client Relationship Director & Business Development team. Sophie is responsible for supporting the team as they develop the company strategy as well as servicing existing clients. Sophie began her career working in operations within a European Hedge Fund followed by  6 years at Investec Asset Management. Her first 4 years were within the Business Management team before transitioning into a Sales Associate role within the Strategic Partners team.


Marketing

Stephanie Bone, Head of Marketing

Stephanie Bone, Head of Marketing

Steph is responsible for building the marketing strategy for Square Mile in conjunction with the Executive Management Team, 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.


George Pickles, Graphic Designer

George Pickles, ArtworkerGeorge 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.


Eleanor Tickle, Marketing Manager

Eleanor Tickle, Marketing ManagerEleanor's role primarily focuses on setting and implementing the digital strategy for Square Mile, including managing email communications, the website and social media. Eleanor is also responsible for supporting the delivery of overall marketing activities and initiatives, with a focus on PR. Prior to joining Square Mile, Eleanor worked at M&G Investments as a Marketing Executive assisting in the development and execution of marketing strategy across the UK intermediary channel. Eleanor holds a BSc (Hons) degree in Geography from Loughborough University and CIM Level 4 Professional Certificate in Marketing from Oxford College of Marketing.


Operations

Lisa Juniper, Head of Operations

Lisa Juniper, Head of Operations

Lisa is a member of the Executive Management Team which provides input into the strategy and focus of the business. 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.


Billie Begley, Client Operations Manager

Billie Begley, Client Operations Manager

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.


Anne Clancey, Operations Assistant

Anne is a member of the Operations team with a focus on the client reporting cycle, production of reports and factsheets, compliance monitoring, credit control and being a primary dealer across platforms. She also supports systems development and new client take-on. She has worked in the investment industry for over 30 years primarily in the administration of asset registers. She joined us from Northern Trust but has also worked at Man Group, Jupiter, Aviva and NatWest.


Jan Laugharne, Operations Manager

Jan Laugharne, Operations Manager

Jan 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.


Sharmin Nessa, Executive Assistant

Sharmin Nessa, Executive AssistantSharmin 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.


Kuchi Liywalii, Operations Assistant

Kuchi is a member of the Operations team working primarily on Portfolio Management processes, client reporting and client take-on, with a focus on the Managed Portfolio Service. She is also a primary dealer across platforms. 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.