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

Fund Rating Removal

We have decided to remove the positive prospect rating on the BlackRock Global Multi-Asset Income fund. Whilst the fund has met its income target, its...

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New Investec and Royal London Talking Factsheets have been added to the Academy

We have added two new Talking Factsheets to the Square Mile Academy of Funds, featuring Research Manager, John Monaghan, reviewing the objectives and risks...

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