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

Fund Rating Removal

We have decided to remove the positive prospect rating on the BlackRock Global Multi-Asset Income fund. Whilst the fund has met its income target, its...

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New Investec and Royal London Talking Factsheets have been added to the Academy

We have added two new Talking Factsheets to the Square Mile Academy of Funds, featuring Research Manager, John Monaghan, reviewing the objectives and risks...

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