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

Following a review of the Neptune range of funds within our Academy, we have taken the very difficult decision of removing the A ratings of the Neptune...

read more

Rating reinstated for Standard Life Investments Global Index Linked Bond and the Standard Life Investments Short Duration Global Index Linked Bond funds

Having now met with the new management team on the Standard Life Investments Global Index Linked Bond and the Standard Life Investments Short Duration...

read more