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

Rating Removal: Legg Mason Brandywine Global Fixed Income Absolute Return

We have taken the decision to remove the rating from the Legg Mason Brandywine Global Fixed Income Absolute Return fund. After a period of disappointing...

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Job Opportunity: Team Assistant

We're expanding the distribution team at Square Mile! An exciting new opportunity for a Team Assistant to join a small and dynamic business based in the...

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