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.
Jake brings over 20 years’ investment industry experience and joins Square Mile from Refinitiv where he was Head of Lipper UK and Ireland Research, responsible for mutual fund analysis across all major asset classes. He also compiled topical investment research for Lipper clients and maintained and reviewed Lipper fund classifications. Additionally, he organised and hosted investment conferences for the firm and was a trustee director of its pension plan. Prior to this, Jake was a Senior Manager, Fund Assessment for Lloyds Banking Group focussing on fund research and selection.
Jake was previously Head of Investment Research at Alico, the life subsidiary of AIG. Earlier roles include investment research manager, first at Commonwealth Bank of Australia and later at Towry.
Richard Romer-Lee, Square Mile’s Managing Director, said, “We are excited to announce that Jake will be joining Square Mile. Jake is a highly regarded investment professional and, with his deep experience of fund analysis, portfolio construction and client consulting spanning two decades, he will be an excellent addition to our team.
“We have seen strong growth across Square Mile and have enhanced our research capabilities with the launch of initiatives such as the ESG Integration assessments and responsible ratings. Jake’s appointment underlines our commitment to ensuring that, as we continue to grow, we are able to offer our clients access to the very best consultancy talent, market insight and fund analysis.”
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