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 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.


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, 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 18 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 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

Amaya Assan, Senior Investment Research Analyst

Stephanie joined Square Mile in October 2017 as Head of Marketing with a focus on developing the marketing strategy, in conjunction with the Executive Management Team. Prior to joining, Stephanie was Marketing Manager at Cazenove Capital, where she focused on marketing to advisers and private clients. She was also Marketing Manager at BlackRock, where her role centred on creating and developing marketing campaigns for financial advisers and strategic clients. Stephanie 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 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 30 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.


Chris Fleming, Investment Services Director

Chris Fleming, Investment Services DirectorChris joined Square Mile in March 2018 as Investment Services Director and is responsible for enhancing Square Mile's consulting services. Chris began his career within the financial services market in 1999 as a Business Analyst with Deutsche Asset Management and then spent 7 years with Aon (formerly Hewitt) as a Senior Investment Consultant. Chris joins from Distribution Technology where he was the Financial Analytics Director for 6 years heading up their Strategic Asset Allocation and Fund Risk profiling services. Chris holds a degree in Mathematics from the University of Canterbury, New Zealand and also holds the Investment Management Certificate in addition to being a CFA Charterholder.


James Glover, Director, Research and Consulting Operations

Director, Research and Consulting OperationsPrior to joining Square Mile, James was a Managing Director at J.P. Morgan Asset Management, where he worked in the Investment Trust business 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. James is a Chartered Fellow of the Securities & Investment Institute and holds the SFA Registered Securities qualification.


Victoria Hasler CFA, Head of Research

Victoria Hasler CFA, CAIA, Head of Research

Victoria 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, has passed the CAIA exams and in addition is a CFA charterholder.


Lisa Holden, Marketing Assistant

Lisa Holden, Personal Assistant/Administrator

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

Lynn Hunter, Investment Research Analyst

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 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 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 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

Mateusz Kedzierski, Quantitative Research Analysts

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 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 Monaghan MCSI, Senior Investment Research Analyst

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

Grant Mitchinson, Client Relationship Manager

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

Grant Mitchinson, Client Relationship ManagerThomas 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 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 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

John Monaghan MCSI, Senior 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. 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

Tom Poulter CFA, Head of Quantitative ResearchGeorge 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 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.    


Latest Insights

Square Mile introduces Comgest Growth Japan Fund and Legg Mason IF RARE Global Infrastructure Income Fund to the Academy of Funds

We are pleased to introduce the Comgest Growth Japan fund into the Academy of Funds with an A rating and also the Legg Mason IF RARE Global Infrastructure...

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Fund Rating Suspension

In light of the proposed merger of the Standard Life UK Real Estate Fund into the Aberdeen UK Property Fund we have taken the decision to suspend our recommendation...

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