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

Square Mile introduces the Liontrust Strategic Bond, Old Mutual Asia Pacific and Old Mutual Global Equity Income funds to the Academy of Funds

We are delighted to announce the rating of three new funds to the Square Mile Academy of Funds. We have awarded the Liontrust Strategic Bond fund a 'P...

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New Baillie Gifford, Legal and General and Premier Talking Factsheets have been added to the Academy

We have added three new Talking Factsheets to the Square Mile Academy of Funds, featuring Head of Research, Victoria Hasler and Head of Risk Based Solutions...

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