Lisa Holden, Marketing Assistant
Lisa is Marketing Assistant at Square Mile, she supports the day-to-day delivery of a variety of marketing initiatives including managing PR requests, maintaining the website and social media accounts, and assisting with events. 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 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. 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.
Mark James, Client Relationships Director
Mark is a co-founding director of Square Mile and is a member of the Executive Management Team which provides input into the strategic direction 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.
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 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.
Mateusz Kedzierski, PhD, Quantitative Research Analyst
Mateusz joined Square Mile's Quantitative Research Team in 2017 as a Quantitative Research Analyst. He 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, 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. She 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.
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, 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.
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, Head of Research
John 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 six 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.
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 and has lead responsibility for North American funds. He also looks after some 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 working on several 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).
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 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..
George Pickles, Graphic Designer
George is the Graphic Designer within the Marketing Team having joined Square Mile in June 2018. He 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.
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. Tom also conducts research on all of Square Mile's passive funds. 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.