Our Services - Consulting

 

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.

We provide consultancy services to financial intermediaries and wholesalers. These services include the design, maintenance, and review of recommended fund panels, guided architecture, and sample portfolios designed to meet different risk profiles. We also offer investment governance and oversight – for example, by attending client investment committee meetings to provide information and guidance on funds and managers. These services are bespoke, and therefore our consulting clients can draw whatever they need from our knowledge bank to help them to achieve their goals.

To find out more about our consulting services please contact mark.james@squaremileresearch.com.

Latest Insights

Square Mile introduces the HSBC Global Strategy Adventurous and Conservative Portfolios to the Square Mile Academy of Funds

We are pleased to announce the addition of the HSBC Global Strategy Adventurous and Conservative Portfolios to the Square Mile Academy of Funds and have...

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Changes to the Fidelity Special Situations fund

We are pleased to announce the upgrade of the Fidelity Special Situations fund from Positive Prospect to an A rating. This is a reflection of the fact...

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