Client Benefits

 

At Square Mile Asset Management we use state of the art technology enabling us to meet all of our client's financial needs both personally and corporately and achieve their objectives in the most cost-effective way.

 

Key benefits of being a Square Mile Asset Management client include:

 

Wide range of investment options available to meet your needs.

 

We can help you invest your capital within innovative risk-based strategies from several leading investment managers or help you construct a bespoke plan using the more than 5,000 mutual funds, 1,000 Exchange Traded Funds, or 5,000 equities available to us.

 

We also have access to a range of exclusive tax-wrappers to ensure that your investments are as tax efficient as possible.

 

We make it easy for you to control your finances.

 

Square Mile Asset Management is a partner of the True Potential Wealth Management Platform.

 

Our Wealth Management Platform is a tool that allows you to have a holistic view of your investments. For the first time, you'll be able to see all financial legacy and portfolio information in one location.

 

Here's just a few of the advantages of our Wealth Management Platform:

 

The ability to have a holistic view of your financial affairs on your own personal website.

 

A simple, easy-to-understand tool that's designed to help you best understand what your holdings are, how they
are performing against your goals and how much they are costing you.

 

Convenient access on a range of devices including web, iPhone, iPad, Google Android and Blackberry.

 

Direct and secure communication with your adviser through the Platform

 

Click the Icons below to download the latest App

 

 

 

 

 

 

 

 

 

 

Our unique planning tools ensure your investment goals
are realistic.

 

By correctly understanding your appetite for risk, we can make certain that the goals you set are realistic and the investment strategies recommended are the most suitable.

 

We ascertain your risk profile through a number of methods and display these in a way that is easily understood. Square Mile Asset Management also interrogates the risk profile of your legacy products, to ensure that they are correctly invested and, if not, look at where they would better suit your individual needs.

 

Our exclusive relationships help you get the best pricing possible.

 

Through partnering with investment experts, Square Mile Asset Management provides strategic options designed to achieve your goals.

 

These investment strategies look to diversify risk, meet your investment goals and seek to create wealth through innovative thinking within the right charging structure.

 

We offer a flexible and alternative approach to wealth management.

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Square Mile Asset Management Limited is authorised and regulated by the Financial Conduct Authority (FCA). Reference Number 585160. Square Mile Asset Management Ltd is registered as a private limited company in England No. 5279520.Registered office: 22 The Quadrant, Richmond, Surrey, TW9 1BP.

 

© Square Mile Asset Management 2012. The material on the site is the copyright material of Square Mile Asset Management Limited. You may not copy, reproduce, republish, disassemble, decompile, reverse engineer, download, post, broadcast, transmit, make available to the public, or otherwise use Square Mile Asset Management Limited content in any way except for your own personal, non-commercial use. This includes but is not limited to all individual fund manager data such as rankings of fund managers and ratings of fund managers. Square Mile Asset Management Limited does not accept any liability for your reliance upon, or any errors or omissions. Any other use of Square Mile Asset Management Limited content requires the prior written permission of Square Mile Asset Management.© 2012 Square Mile Asset Management Limited.

 

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