Insights

Square Mile Investment Research announces strategic partnership with FE

FE to acquire minority interest in Square Mile

Square Mile Investment Research (Square Mile), the expanding research and consulting company, announces a strategic partnership with FE, the award-winning provider of ratings, investment research, data, software and performance analysis to the financial services industry.

The strategic partnership will provide Square Mile with access to FE’s quantitative data as well as creating mutual opportunities for both companies to increase the visibility of the qualitative and quantitative ratings provided by Square Mile and FE respectively. In addition, FE has agreed, in due course, to take a minority non-controlling stake in Square Mile.

Continue reading »

Square Mile Investment Research appoints head of investment and new analyst

Square Mile Investment Research (Square Mile), the expanding research and consulting company, announces the appointments of Jason Broomer, as Head of Investment and Marianne Weller, as an analyst.

Jason will work with Richard Romer-Lee and the team to build Square Mile’s research capability, and he will also be responsible for portfolio construction, fund manager selection and the blending of funds to meet individual client requirements.

Continue reading »

Square Mile appoints Simon Davies as chairman

Square Mile Investment Research announces the appointment of Simon Davies as a founding investor and chairman.

Simon joins Square Mile after a distinguished career in investment management spanning over 30 years.

Simon held the roles of chief investment officer, chief executive and Chairman at Threadneedle. Previous to that he held positions at Gartmore and NM Rothchild & Sons. Simon has also been chairman of Cofunds and the Investment Management Association (IMA). He is currently chairman of the JP Morgan Overseas Investment Trust, and a non-executive director of Grainger PLC, and Old Mutual Wealth Management.

Continue reading »

Square Mile Investment Research strengthens management team with appointment of Mark James

Square Mile Investment Research (Square Mile), the newly formed research and consulting company, announces the appointment of Mark James as a founding investor and director responsible for client relationships.

Mark will join the team at the beginning of January 2014, and will be responsible for Client Relationships and Business Development. He will oversee day-to-day client relationships with Zurich following the appointment of Square Mile to manage a new Zurich intermediary platform proposition, providing enhanced investment solutions for the intermediary market.

Continue reading »

Square Mile Investment Research announces first client win – Zurich UK Life

Square Mile Investment Consulting and Research (Square Mile), the newly formed research and consulting company, has won its first client; Zurich UK Life (Zurich).

Square Mile has been appointed by Zurich to provide investment consulting and guided architecture to support the development, launch and ongoing management of a new proposition for Zurich’s intermediary platform, leading into the 2014 ISA season and beyond.

Further information will be announced by Zurich in Q1 2014. Square Mile was appointed as it demonstrated a fresh approach and proposition to differentiate Zurich in the market and provide intermediaries with investment solutions that meet the evolving needs of their clients.

Continue reading »

Subscribe to Our Newsletter

*  Required field

Archive