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From the category archives: Press Releases

Press Releases

Job Opportunity: Operations Manager

We have an exciting new opportunity for an Operations Manager to join a small and dynamic business based in the City of London - and we're looking for an equally dynamic person to join our journey.

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Sally Boyle joins Square Mile

Square Mile Investment Consulting and Research (Square Mile) has appointed Sally Boyle as Business Development Director. Reporting to Commercial Director Steve Kenny, Sally will provide senior-level support in developing and strengthening Square Mile’s relationships with IFA clients.

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Square Mile acquires Ethical Money Limited

Square Mile confirms the acquisition of Ethical Money Limited and its associated trading entity, 3D Investing, a specialist in the assessment of impact investing. This acquisition brings together two leading proponents of ESG and responsible investing: it further enhances Square Mile’s capabilities in the fields of ESG integration, responsible and impact investment services while extending the reach of 3D Investing’s proposition.

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Square Mile and FE fundinfo bring Fund Dashboard to the market

Square Mile Investment Consulting and Research (Square Mile) and FE fundinfo today launch the Fund Dashboard, an easy-to-interpret overview of core information designed to help advisers assess a fund's ability to meet clients’ investment objectives. Combining Square Mile's qualitative fund research with FE fundinfo's quantitative analysis, the Fund Dashboard aims to deliver a significant amount of fund data in a simple and intuitive format.

The Fund Dashboard provides an interactive interface offering a snapshot of five key fund elements that advisers consider when selecting investments. Advisers can then click on each of the five elements to gain deeper analysis and insight to help them make informed decisions. This initiative draws on a broad industry consultation to determine which elements should be included and references further market feedback gathered since the concept was announced in December 2019. The five pillars within the Fund Dashboard are opinion, performance, risks, costs and ESG credentials.

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Jake Moeller joins Square Mile

Square Mile Investment Consulting and Research (Square Mile) confirms the appointment of Jake Moeller as Senior Investment Consultant. In this new role, Jake will provide support to Diane Earnshaw, Square Mile’s Head of Consulting, in managing the company’s consulting output, as well as maintaining relationships with a number of investment consulting clients. Jake will also have a focus on research relating to ESG and responsible investing. In addition, he will be a lead media spokesperson.

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Job Opportunity: Team Assistant

We're expanding the distribution team at Square Mile! An exciting new opportunity for a Team Assistant to join a small and dynamic business based in the City of London - and we're looking for an equally dynamic person to join our journey.

The Square Mile team has a strong work ethic and puts the client's needs at the forefront of everything we do. We are looking for a like-minded individual to join our team to provide support to the distribution team in the provision of service to existing clients and the development of new business opportunities.

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Square Mile confirms two new board appointments

Square Mile Investment Consulting and Research (Square Mile) confirms two new board appointments with immediate effect. Tony Stenning and Steve Kenny join the board of Square Mile Investment Consulting and Research as Non-Executive Director and Executive Director respectively. Steve, who is Commercial Director at the firm, has also joined the board of Square Mile Investment Services.

In becoming board members, Tony and Steve will provide further expertise to support Square Mile’s growth ambitions. The business believes that strong and proper corporate governance is vitally important and these appointments will provide additional strength and depth to controls in this area, reflecting the continued success and expansion of the business. Both Tony and Steve bring a wealth of experience gained during the course of their careers across asset management distribution and executive management. 

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Eduardo Sánchez joins Square Mile

Square Mile Investment Consulting and Research (Square Mile) confirms a new appointment with Eduardo Sánchez joining the company as Senior Investment Research Analyst. Eduardo will be responsible for maintaining Square Mile’s universe of rated funds with a particular focus on the fixed income sector, while identifying and researching new ideas for consideration by the broader team. He will report to John Monaghan, Head of Research. This new role brings the total number of investment professionals at Square Mile to 18.

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Eleanor Tickle joins Square Mile

Square Mile Investment Consulting and Research (Square Mile) is delighted to announce the appointment of Eleanor Tickle as Marketing Manager. In this new role within the firm, Eleanor will be responsible for setting and implementing the company’s digital strategy as well as supporting the delivery of overall marketing initiatives, including PR. She will report to Stephanie Bone, Head of Marketing.

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Square Mile partners with FE fundinfo to launch fund dashboard

Square Mile and FE fundinfo are to assist financial advisers in their fund selection through the launch of a Fund Dashboard. The fund dashboard is an easy-to-interpret overview of core fund information designed to help advisers assess a fund’s ability to meet clients’ investment objectives. A joint venture between Square Mile and FE fundinfo, two leading specialists in fund analysis, the Fund Dashboard aims to deliver a significant amount of information in an easily understood format and is the result of a broad industry consultation to determine which aspects should be included. The resulting development aims to provide a comprehensive view of key fund characteristics to support informed fund selection based on five key elements: • Opinion: A combination of a qualitative and quantitative assessment of a fund’s ability to meet its objectives through Square Mile’s Fund Ratings and FE fundinfo’s Crown Fund Ratings respectively. • Performance: A representation o ...

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