Equiniti hires Square Mile for online fund service

Model portfolio service

Tom Eckett
clock • 1 min read

Financial service solutions provider Equiniti has selected Square Mile Investment Consulting and Research as the provider of funds due diligence for the launch of its online execution-only service.

The service will see Square Mile select ten funds from the list of 350 available on its 'Academy of Funds' to go into Equiniti's cautious, balanced and growth mandates. In addition, Square Mile will offer Equiniti ongoing fund selection, due diligence and quarterly reporting and has aided the firm in refining its customer user journey on the new online service by incorporating risk profiles and timeframes and refining the fund recommendation process. Selftrade launches ETF comparison site with ITI Group Mark Taylor, chief customer officer at Equiniti said: "Square Mile has demonstr...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Managed solutions

Chris Justham: To wrap or not to wrap?

Chris Justham: To wrap or not to wrap?

In the words of Wu-Tang: 'Listen. The money's all that matters.'

Chris Justham
clock 19 November 2024 • 3 min read
Reliance on others: The key to reducing risk and improving compliance

Reliance on others: The key to reducing risk and improving compliance

Key differences between reliance on others and agent as client

Nick Walker
clock 01 August 2024 • 3 min read
The top recommended MPS investments so far this year

The top recommended MPS investments so far this year

Defaqto data shows change in the top ten

Jen Frost
clock 23 July 2024 • 2 min read