Working With You

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At Square Mile we have designed a range of bespoke services to provide you with the best support to meet your clients’ goals and deliver consistent outcomes.

By working with Square Mile, you will benefit from bespoke services that allows you to focus more on your business and clients.

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At Square Mile we are committed to working in partnership with you to provide tailored support for your marketing campaigns, as well as independent endorsement of funds through our ratings and research.

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We will work with you to understand your business needs, and how we can support them. We have a number of consultancy services, along our Marketing Licence, that offer an independent insight of the market.

Take a look at some of the ways we have been able to help businesses like yours. We would welcome a conversation on how we can work with you in any capacity.

Consultancy

We recognise that different businesses have different needs. This is why our consultancy service provides bespoke support based on those needs whether regulatory or investment. Working with Square Mile will allow you to tailor the exact service that you require.

Our consultancy service is specifically designed with financial intermediaries and wholesalers in mind. This means when partnering with Square Mile, you will be able to draw upon and utilise our wide range of knowledge and information sourced by our experienced research and consultancy team. We work together to provide bespoke services tailored to your business’s individual needs. These range from investment governance and oversight, the design, maintenance and review of recommended fund panels and architecture, as well as sample portfolios designed to meet different risk profiles. At Square Mile we strive to add value to your business and provide you with the solutions you need to achieve your objectives.

Managed Portfolio Service (MPS)

Our tailored Managed Portfolio Service consists of actively managed portfolios built specifically for advisers, providing a collaborative approach that aligns with a broad range of financial objectives—whether it's capital growth, income generation, capital preservation, or inflation protection.

Designed to reflect the unique needs of your business, our MPS helps you stand out in a competitive market while reducing operational and regulatory risk. We work closely with you to define investment mandates that support your clients’ goals and deliver consistent outcomes.

Through long-established, trusted relationships with the fund management community, our research team engages with hundreds of fund managers annually to gain deeper insights into fund performance across different market conditions, going beyond the data to truly understand their behaviour.

Powered by our award-winning research and investment teams, and backed by award-winning client service, the portfolios draw from our unique Academy of Funds universe which only includes high-quality and highly rated investment options. It is this collaboration and partnership in portfolio construction that gives us a distinct competitive edge and sets Square Mile apart from most competitors.

Active Portfolios, click here

Income Portfolio, click here

Passive Portfolios, click here

Sustainable Portfolios, click here

Advisory Portfolio Service (APS)

Our Advisory Portfolio Service is designed to assist you with the day-to-day conversations you have with your clients, to build stronger relationships and ultimately help you achieve the best outcomes and aspirations suited to your client’s individual needs.

Our Advisory Portfolio Service is specifically designed to complement the discussions you have on a day-to-day basis with your clients to achieve the best outcomes suited to their individual needs. Whether these are Capital Accumulation, Income, Inflation Protection or Capital Preservation, we construct a range of portfolio templates tailored to achieve these outcomes. We will work with a number of providers allowing you to utilise a platform of your choice and provide a highly personalised level of service that can sit alongside your existing business model, systems and processes. This flexible approach allows you to retain the control of your service, enhance your client relationships and ultimately achieve the best aspirations of your clients.

Sub-Advisory

Our Sub-Advisory service is aimed at businesses who already have their own investment management permissions. We provide advice and support on all or part of the investment process in the ever-changing investment marketplace.

Working with Square Mile in a sub-advisory capacity will enable you to utilise the knowledge and expertise of our investment professionals who have completed extensive research on asset allocation approaches across the UK. The team are unanimous that this is the most important part of any portfolio construction process. We have designed the service to provide tailored support and advice on all or part of the investment process ranging from strategic asset allocation, portfolio construction, fund selection and blending. We work with you to help you deliver the best outcomes for your private investors and provide the best support to fit with your centralised investment proposition.

A partnership approach

A Marketing Licence goes beyond just providing ratings logos. We will work with you to understand your marketing campaigns and objectives, and how we can support them.

Take a look at some examples of how we have worked with our clients.

Find out more

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TALKING FACTSHEETS

We look to bring your rated funds to life through our Talking Factsheets. These short videos featuring our analysts provide an independent account designed to help advisers understand exactly what their clients can expect from a fund.

"Investing in Japanese companies with above average growth."

Baillie Gifford Japanese Talking Factsheet with Ajay Vaid, Senior Investment Research Analyst

WATCH NOW >

"A focused fund which is managed with a value approach."

Jupiter UK Special Situations Talking Factsheet with Alex Farlow, Associate Director - Multi Asset Research

WATCH NOW >

"A high-quality global fixed income fund that provides a positive social and environmental impact."

Wellington Global Impact Bond Talking Factsheet with Eduardo Sanchez, Associate Research Director - Fixed Income, Alternatives & Multi-Asset

WATCH NOW >

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what our clients say

"Engaging with Square Mile has freed us up substantially to spend more time providing financial planning advice to clients"

Matthew Smith, Managing Director, Buckingham Gate

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what our clients say

"Professional, connected, independent – a real collaboration."

Lynette Scanlon, Head of UK Wholesale Marketing, Aviva Investors

SQUARE MILE RESEARCH

Our research is at the heart of everything we do, fuelled by a qualitative process to deliver the very best investment funds to empower you to meet your client’s needs.

FIND OUT MORE

Let's talk

Interested in finding out more about how we can work with you?

SQUARE MILE RESEARCH

Our research is at the heart of everything we do, fuelled by a qualitative ratings process.

FIND OUT MORE

Let's talk

Interested in finding out more about how we can work with you?