Our investment team

We are delighted to be partnering with Square Mile Investment Services who we have selected to build and manage our portfolios.

Based in London, they provide Sustainable Wealth and our clients with investment knowledge and expertise.

They spend much of their time with fund managers, asking questions and figuring out how they will perform in the future.

We like their selective style. There are almost 3,000 funds available in the UK, only 10% of these pass Square Mile’s rigorous research and selection process. The successful funds are then used to build portfolios for our clients.

We’ve chosen to work with Square Mile for several key reasons:

Independence

Square Mile is not paid by fund managers to select or research their funds. That avoids potential conflicts of interest; aligning their objectives with those of our clients.

Experience

Their senior staff have over 200 years of financial services experience. They’ve seen stock market ups and downs, giving a vital long-term perspective.

Strong team

Square Mile has invested in its people to create one of the largest and most respected investment fund research teams in the UK. It’s a powerful resource we put to work for you.

Exclusivity

The services offered by Square Mile are only available through certain, hand-picked, financial advisers, who work to identify the right outcomes to meet your needs.

Building portfolios

A clear financial plan is crucial to your long-term financial security. Every plan is based on your requirements and personal objectives.

Therefore, carefully building investment portfolios, designed to match your required outcomes and ability to withstand risk, is a key part of their process. Here’s how their investment team approach that task:

Decide on the right mix: Firstly, they analyse the overall ratio of shares, bonds, property, cash and other investments that is right to help you meet your chosen outcome.

Get the right ingredients: They then research which funds should be used to fill in the share, bond, property and other sections of your portfolio.

Blend it together:  They then work out exactly how much should be invested in each individual fund and how to combine them to get the right outcome.

Continually check:  Their job is never finished. They keep checking everything is just as it should be and recommend changes to the portfolio as and when they are needed.

Richard is responsible for determining the strategy and focus for the business in conjunction with the Board and the Executive Management Team. Richard works closely with our clients and all members of the team as well as forging strong business relationships within the wider industry. Prior to founding Square Mile he was Research Director and co-founder of Old Broad Street Research Limited (OBSR). Following the acquisition of OBSR by Morningstar he became joint Managing Director of Morningstar OBSR, then MD of European Investment Consulting at Morningstar Inc. He has more than 25 years industry experience, starting at BMA Services in 1986 before becoming an analyst at Buck Consultants.
Victoria became Head of Research in December 2014 after joining Square Mile as Senior Investment Research Analyst. She is a member of the Executive Management Team which provides input into the strategic direction of the business. Victoria is responsible for managing and developing the research team, in addition to focusing on Fixed Income Fund research and looking after clients. Before joining Square Mile Victoria worked for Brewin Dolphin as a fund analyst. Prior to this, shewas a Fixed Income Investment Manager at Rothschild Private Bank and a Fixed Income Analyst at Merrill Lynch. Victoria holds a BA (Hons) in Economics with French from the University of Durham, the Investment Management Certificate and, in addition, is a CFA and CAIA charterholder.
Jason is responsible for our managed portfolio service as well as contributing to and supporting our research capability. He is a member of the Executive Management Team which provides input into the strategy and direction of the business. Jason commenced his financial services career in 1995 at Bentley Reid. He has extensive experience in fund research and running portfolios for private clients. Between 2008 and 2013 Jason worked at Butterfield Private Bank, heading up the London based fund research team and he was a senior member of the Asset Allocation Committee. Jason holds the ASIP qualification and he is an Associate of the CFA Society of the UK.
David is an executive director closely involved in determining the strategic direction of the business. He is responsible for a number of areas including finance, compliance, operations, marketing and HR. He is a member of a number of internal committees providing governance and oversight. David joined the UK retail financial services industry in 1977. His career started in the Advisory market where he worked with retail investors. He went on towork with Asset Management Companies including M&G and Henderson, where he held a number of senior positions in Distribution, Marketing and Operations. Between 2005 and joining Square Mile, David worked independently where he advised and managed major change programmes on behalf of UK and International Banks, Asset Managers and Life and Pension Companies.