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. He is a member of a number of internal committees which provide governance and oversight of all areas of the business. 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 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 25 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 research coverage spans fixed income, financials, money market and passive funds. Prior to joining Square Mile, Paul spent 5 years at Morgan Stanley, predominantly working in the European Corporate Treasury team focusing on capital, liquidity and recovery planning solutions. Previously Paul worked in Hong Kong as part of the bank's Equity Sales and Trading division. Paul holds a BA in Economics with Chinese Studies from the University of Nottingham, he also holds the Investment Management Certificate.


Amaya Assan, Research Manager

Amaya Assan, Senior Investment Research Analyst

Amaya is a senior member of the research team with a focus on Europe, Asia including Japan, Emerging Markets and Absolute Return and other specialist strategies. Prior to this, she was a senior investment research analyst for Morningstar OBSR where she helped lead the firm's coverage of long-only equity funds in a number of sectors, and she also provided consultancy services to Morningstar OBSR's clients. Prior to joining OBSR in August 2002, she worked for Greig Middleton. Amaya holds the Investment Management Certificate (IMC) and has over 17 years of experience in fund manager research and selection.


Jason Broomer ASIP, Head of Investment

Jason Broomer ASIP, Head of Investment

Jason is responsible for our managed portfolio service as well as contributing to and supporting our research capability. He is a member of the Executive Management Team which provides input into the strategy and direction of the business. Jason commenced his financial services career in 1995 at Bentley Reid. He has extensive experience in fund research and running portfolios for private clients. Between 2008 and 2013 Jason worked at Butterfield Private Bank, heading up the London based fund research team and he was a senior member of the Asset Allocation Committee. Jason holds the ASIP qualification and he is an Associate of the CFA Society of the UK.


Diane Earnshaw, Head of Client Relationships

Diane Earnshaw, Head of Client Relationships

Diane joined Square Mile in June 2017 as Head of Client Relationships and as a senior member of the research team. Diane has responsibility for a number of our investment consultancy clients as well as being a member of the Research Management Team. Prior to joining Square Mile she was Co-head of Manager Selection within the Portfolio Management team at Morningstar and also led on the team's multi-asset research and analysis. She also led on some key Portfolio Management clients. Prior to this, Diane worked at OBSR leading on multi-asset research as well as working with consultancy clients. She was previously Head of Research and 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 and covers multi-asset funds, heading up risk targeted research. 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 our Managed Portfolio Service. He is a member of the Executive Management Team which provides input into the strategic direction of the business. Jamie joined Square Mile from JPMorgan Asset Management where he was Head of Strategic Relationships. He has more than 25 years industry experience, starting at F&C Asset Management in 1987 where he became Head of UK Retail. Jamie was also Head of Investments at Bankhall Investment Associates, part of the Skandia group and Head of Investment Proposition at Aviva Wrap.


Victoria Hasler CFA, CAIA, Head of Research

Victoria Hasler CFA, CAIA, Head of ResearchVictoria became Head of Research in December 2014 after joining Square Mile as Senior Investment Research Analyst. She is a member of the Executive Management Team which provides input into the strategic direction of the business. Victoria is responsible for managing and developing the research team, in addition to focusing on fixed income fund research and looking after clients. Before joining Square Mile Victoria worked for Brewin Dolphin as a fund analyst. Prior to this Victoria was a Fixed Income Investment Manager at Rothschild Private Bank and a Fixed Income Analyst at Merrill Lynch. Victoria holds a BA (Hons) in Economics with French from the University of Durham, the Investment Management Certificate and in addition is a CFA and CAIA charterholder.


Lisa Holden, Personal Assistant/Administrator

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 Hunter, Investment Research AnalystLynn 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 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 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 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 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 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 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 Monaghan MCSI, Senior Investment Research AnalystJohn 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 Pereira, Investment Research AnalystDaniel 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 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 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 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.    


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