Tailored Managed Portfolio Service (MPS)
Our tailored MPS portfolios are actively managed and 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