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

Allianz Strategic Bond Awarded an AA Rating

We are delighted to award an AA rating to the Allianz Strategic Bond fund. Using the discretionary global macro approach which they created, this fund...

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Polar Capital Global Technology to soft close

Following our update meeting with Nick Evans, the manager of the Polar Capital Global Technology fund, we can confirm that the fund will be soft closed...

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