Richard Romer-Lee and Nigel Whittingham have revealed details of their new consultancy business, nearly a year after the pair left Morningstar OBSR last October.
Their new business, set to officially open in January 2014, will be called Square Mile Investment Research and Consulting. It will target three groups of clients - advisers, wholesale and asset managers. The business will include a fund ratings service and the team will also help clients put together investment propositions and model portfolios. Romer-Lee was a founding member of OBSR and became managing director of Morningstar's investment consulting operations in Europe, after Morningstar acquired OBSR in 2010. Whittingham was managing director of Morningstar OBSR in the UK and I...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
