Our Services - Managed 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.

Through our Managed Portfolio Service, we offer discretionary investment services to authorised advisory companies. We have created a range of risk-targeted portfolios that are constructed to achieve specific outcomes, from capital accumulation and income provision to capital preservation and inflation protection. Our portfolios are consistent with advisers’ risk grading tools, and operate across a range of administrative platforms.

To find out more about the Managed Portfolio Service, please click here or contact jamie.farquhar@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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