Free marketing & business support,
exclusively for UK financial advisers

Adviser Hub UK Partner Legg Mason Global Asset Management

 

Why Square Mile?

Square Mile is an independent investment research business that focuses first and foremost on in depth, qualitative fund research. We focus on identifying “best-in-class” funds and gaining the fullest possible knowledge and understanding of those funds. Rather than just explaining what a fund does and how it is constructed, we seek to understand how a fund behaves, whether it will consistently deliver on its objectives, and whether it represents good value for investors.

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Free Research

Our research is truly objective and impartial. Our independence of thought and process underpins our research and, ultimately, supports the best interests of our clients and the end investor.

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Broomer’s Blog

Jason Broomer, Head of Investment shares his latest market insights.

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Talking Factsheets

We are committed to publishing our research, views and opinions in ways that Advisers find both informative and accessible and we deliver content in short video formats where we believe this to be of value.

Click here to watch our latest Talking Factsheets


Fidelity Special Situations Fund

John Monaghan discusses Fidelity Special Situations Fund.

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Fidelity Multi Asset Income Fund

Alex Farlow discusses Fidelity Multi Asset Income Fund.

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Baillie Gifford Japanese Fund

Alex Farlow discusses Baillie Gifford's Japanese Fund.

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Baillie Gifford High Yield Bond

Victoria Hasler discusses Baillie Gifford's High Yield Bond.

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Baillie Gifford Corporate Bond

Victoria Hasler discusses Baillie Gifford's Corporate Bond.

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Our services

Bespoke managed portfolios

  • Risk-targeted portfolios constructed to achieve specific outcomes
  • Consistent with advisers' risks grading tools
  • Operate across a range of administrative platforms

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Governance and oversight support

  • Consultancy service bespoke to each client
  • Drawing from our knowledge bank of 14 independent researchers
  • We can design and review recommended fund panels

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Tailored investment process advice

  • Sub-advisory support for authorised investment managers on their investment process
  • Strategic asset allocation through to portfolio construction, fund selection and blending
  • Taliored service for support on all or part of the investment process

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  • AXA Investmnent Managers
  • Baillie Gifford
  • BlackRock
  • BNY Mellon
  • Fidelity International
  • First State Investments
  • Goldman Sachs Asset Management
  • Investec Asset Management
  • Invesco Perpetual
  • Janus Henderson Global Investors
  • J.P. Morgan Asset Management
  • Jupiter Asset Management
  • Legal & General Invesment Management
  • M&G Investments
  • Schroders
  • Square Mile Investment Consulting & Research
  • Neptune Real World Investors