Our Services - Advisory Portfolio Service

 

All our services are designed to support our clients’ businesses and to deliver the right outcome to the end investor. Our independent, qualitative research and analysis can be utilised in numerous ways to provide different solutions that will help our clients achieve their objectives. We aim to help our clients to succeed within a rapidly changing investment marketplace, and to add value through the design and management of tailored investment propositions.

Square Mile’s Advisory Portfolio Service is specifically designed to complement the conversations that advisers have with their clients each and every day. Our portfolios are constructed to generate defined and consistent outcomes. We believe that more constructive discussions will lead to greater clarity and better, stronger relationships between advisers and clients.

Whether a client is looking for Capital Accumulation, Income Provision, Capital Preservation or Inflation Protection, there is a Portfolio Template to meet their needs. Our Portfolio Templates are managed to complement a variety of Attitude To Risk (ATR) tools and they can be implemented across a range of administrative platforms. We believe our approach not only provides advisers with a genuine opportunity to engage with their clients in a more meaningful way, but the service is also designed to sit neatly alongside established systems and processes.

For more information about the Advisory Portfolio Service please click here or contact jamie.farquhar@squaremileresearch.com.

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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