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At Square Mile we have designed a range of bespoke services to provide you with the best support to meet the outcomes, aspirations and needs of your clients.

By working with Square Mile you will benefit from a tailor-made service that allows you to focus more on your business and clients.

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At Square Mile we are committed to working in partnership with you to provide tailored support for your marketing campaigns, as well as independent endorsement of funds through our ratings and research.

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We will work with you to understand your business needs, and how we can support them. We have a number of consultancy services, along our Marketing Licence, that offer an independent insight of the market.

Take a look at some of the ways we have been able to help businesses like yours. We would welcome a conversation on how we can work with you in any capacity.

Working with you

Consultancy

We recognise that different businesses have different needs. This is why our consultancy service provides bespoke support based on those needs whether regulatory or investment. Working with Square Mile will allow you to tailor the exact service that you require.

Our consultancy service is specifically designed with financial intermediaries and wholesalers in mind. This means when partnering with Square Mile, you will be able to draw upon and utilise our wide range of knowledge and information sourced by our experienced research and consultancy team. We work together to provide bespoke services tailored to your business’s individual needs. These range from investment governance and oversight, the design, maintenance and review of recommended fund panels and architecture, as well as sample portfolios designed to meet different risk profiles. At Square Mile we strive to add value to your business and provide you with the solutions you need to achieve your objectives.

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Advisory Portfolio Service

Our Advisory Portfolio Service is designed to assist you with the day-to-day conversations you have with your clients, to build stronger relationships and ultimately help you achieve the best outcomes and aspirations suited to your client’s individual needs.

Our Advisory Portfolio Service is specifically designed to complement the discussions you have on a day-to-day basis with your clients to achieve the best outcomes suited to their individual needs. Whether these are Capital Accumulation, Income, Inflation Protection or Capital Preservation, we construct a range of portfolio templates tailored to achieve these outcomes. We will work with a number of providers allowing you to utilise a platform of your choice and provide a highly personalised level of service that can sit alongside your existing business model, systems and processes. This flexible approach allows you to retain the control of your service, enhance your client relationships and ultimately achieve the best aspirations of your clients.

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Sub-Advisory

Our Sub-Advisory service is aimed at businesses who already have their own investment management permissions. We provide advice and support on all or part of the investment process in the ever-changing investment marketplace.

Working with Square Mile in a sub-advisory capacity will enable you to utilise the knowledge and expertise of our investment professionals who have completed extensive research on asset allocation approaches across the UK. The team are unanimous that this is the most important part of any portfolio construction process. We have designed the service to provide tailored support and advice on all or part of the investment process ranging from strategic asset allocation, portfolio construction, fund selection and blending. We work with you to help you deliver the best outcomes for your private investors and provide the best support to fit with your centralised investment proposition.

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Managed Portfolio Service

Our bespoke Managed Portfolio Service is designed to meet the specific needs of your business to allow you to differentiate yourself and de-risk your business from both an operational and regulatory perspective. We will work together to identify suitable investment mandates that will deliver the desired outcomes.

Our Managed Portfolio Service is designed specifically for financial adviser firms to work in partnership with Square Mile to meet the aspirations, outcomes and attitude to risk of their clients whether this is capital accumulation, income, capital preservation or inflation protection.

Working with Square Mile will enable you to form a truly independent partnership that not only reduces your operational and regulatory risk but allows you to enhance the service and efficiency that you provide to your clients. We work with you to agree your mandates to produce a range of portfolios that have been put together using carefully selected funds from our Academy of Funds. Our promise to you is to provide the best support that fits with your business while you retain control of client relationships and central investment proposition.

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  • Sustainable and Impact Portfolios

    Launched in December 2020, Square Mile’s Sustainable and Impact Portfolios have been designed to meet the needs of investors seeking to do good with their money, whilst also meeting their financial goals. These diversified, multi-asset portfolios are available in three risk profiles.

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    Sustainable and Impact Portfolios

A partnership approach

A Marketing Licence goes beyond just providing ratings logos. We will work with you to understand your marketing campaigns and objectives, and how we can support them.

Take a look at some examples of how we have worked with our clients.

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TALKING FACTSHEETS

We look to bring your rated funds to life through our Talking Factsheets. These short videos featuring our analysts provide an independent account designed to help advisers understand exactly what their clients can expect from a fund.

"A high conviction approach to investing into the sterling corporate bond markets.”
Artemis Corporate Bond Talking Factsheet with Tom Archer, Investment Research Analyst
"The fund benefits from a stable, credible and experienced multi-asset team."
Baillie Gifford Multi Asset Growth Talking Factsheet with Alex Farlow, Head of Risk Based Solutions Research
"We consider this fund to be a compelling UK equity income strategy."
Schroder Income Talking Factsheet with Paul Angell, Investment Research Analyst

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what our clients say

"Engaging with Square Mile has freed us up substantially to spend more time providing financial planning advice to clients"

Matthew Smith, Managing Director, Buckingham Gate

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what our clients say

"Professional, connected, independent – a real collaboration."

Lynette Scanlon, Head of UK Wholesale Marketing, Aviva Investors

SQUARE MILE RESEARCH

Our research is at the heart of everything we do, fuelled by a qualitative process to deliver the very best investment funds to empower you to meet your client’s needs.

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Let's talk

Interested in finding out more about how we can work with you?

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