What to expect

A flexible and alternative approach to wealth management.

Square Mile Asset Management believes that by helping you understand your goals, aspirations and attitude to risk, you become more confident and empowered. By having a plan that you can relate to and the ability to check its progress at any time, you feel even more in control.

1. Understanding your situation
2. Analysis and design of your strategy
3. Presentation of your recommendation
4. Ongoing service and information

1. Understanding your situation

Before any bespoke investment strategies can be recommended, we seek to understand your situation fully. We do this before and during our first meeting with you.  

We will look to gather details on your personal and financial circumstances, taking into account your existing assets and resources.  

From there, we'll discuss your goals and aspirations, your attitude to risk and your capacity for loss. What we learn from you will form the foundation for our future analysis and recommendations.  

By taking the time to get to know you and what's important to you, we can deliver better outcomes. We think this approach not only makes sense but is often an essential first step overlooked by many.

2. Analysis and design of your strategy

After gathering all the necessary details from you, we'll turn our attention to analysing this information.

We use the latest analytical tools to understand the breakdown of your existing assets and how these are performing against your set objectives.

We believe that a critical part of the design ensures a match between your goals, aspirations, attitude to risk and the eventual asset allocation of your bespoke investment plan.

Once we have completed our analysis, we'll design a recommended strategy using the most appropriate investment options.

As part of this, we'll also consider your tax situation, ensuring your assets are placed in the best tax treatments allowed in the UK.

3. Presentation of your recommendation

We start from the premise that there's no point in recommending a strategy that we can't explain easily or that our clients won't understand.

So, we will always present our recommendations in a simple and straight- forward way. You will also get a written explanation of all our recommendations in a language designed to be understood. These recommendations can be provided to you by email or hard copy, whichever format you prefer.

4. Ongoing service, advice and information

Our client's funds can be invested in two ways, either by the client as a self-investor or by Square Mile Asset Management on a bespoke ongoing advisory basis.

Many of our clients are investment professionals, and therefore we don’t insist that our clients take an ongoing investment advice service for us.

Our minimum portfolio size for our bespoke ongoing advisory service is £500,000, and our ongoing investment advice fees are 100% performance-based.

We can offer you face-to-face, phone or video meetings when required. These can be arranged at a time, location and frequency that best suits your needs.

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