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 Comgest Growth Japan Fund and Legg Mason IF RARE Global Infrastructure Income Fund to the Academy of Funds

We are pleased to introduce the Comgest Growth Japan fund into the Academy of Funds with an A rating and also the Legg Mason IF RARE Global Infrastructure...

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Fund Rating Suspension

In light of the proposed merger of the Standard Life UK Real Estate Fund into the Aberdeen UK Property Fund we have taken the decision to suspend our recommendation...

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