Our Services - Sub Advisory

 

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.

We can act in a sub-advisory capacity for authorised investment managers who want advice and support on the investment process. This ranges from strategic asset allocation, through portfolio construction, to fund selection and blending. This service is tailored to the needs of the client, who can choose to receive support for all or part of the investment process.

To find out more about our sub advisory services please contact mark.james@squaremileresearch.com.

Latest Insights

Baillie Gifford Credit Team Changes

Following the announcement today that Donald Phillips has left Baillie Gifford, we have taken the action to suspend our A rating on the Baillie Gifford...

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Sale of Old Mutual Wealth’s single strategy business to TA Associates

In December 2017, the parent firm of Old Mutual Global Investors (OMGI), Old Mutual Wealth, announced that it had agreed to sell its Single Strategy asset...

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