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

Baillie Gifford Credit Team Changes

Following the announcement today that Donald Phillips has left Baillie Gifford, we have taken the action to suspend our A rating on the Baillie Gifford...

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Sale of Old Mutual Wealth’s single strategy business to TA Associates

In December 2017, the parent firm of Old Mutual Global Investors (OMGI), Old Mutual Wealth, announced that it had agreed to sell its Single Strategy asset...

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