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:
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.
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
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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.
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.