Tailored Managed Portfolio Service
At the heart of the Adviser/client relationship is the advice and time you give to your clients. However, with ever increasing pressures on Advisers, this often means less time to invest in your client relationships.
Our Tailored Managed Portfolio Service (MPS) is designed to take the pressure off. Delivered by Square Mile Investment Services, we can help to build robust investment solutions designed to meet your needs - supporting your business to deliver better client outcomes.
Defining your investment proposition, your way.
We know there is no-one-size-fits-all when it comes to investment management, which is why our Tailored MPS is truly custom-made to your needs. Whether you are looking for a complete managed portfolio service or simply advice and guidance on your investment process – we can help build centralised investment propositions to meet the outcomes, aspirations and needs of your business and your clients.
Committed to delivering on desired customer outcomes
Partnership approach with a high-touch service
Focused business strategy and governance oversight
Operational support and proposition continuity
Research driven with a highly experienced investment management team
Providing an edge to portfolio construction
Your requirements are at the centre of everything we do, with portfolio construction and management aligned with your desired client outcomes and within a suitable risk framework.
We are focused on delivering for the long-term, with an approach that builds investment propositions aiming for strong performance, expected returns and meeting customer outcomes.
Our investment principles:
- Choice: Tailored to you across active, passive, income or sustainable portfolios
- Long-term: A 5 year plus investment perspective
- Focus on quality: Using robust research to identify the best of breed funds
- Broadly diversified: Balanced across asset classes
- Outcome managed: delivering solutions aligned to your clients’ risk and return requirements
Powering your business
Through a partnership with us you can draw upon and utilise our wide range of knowledge and information sourced by our experienced research and investment team – this can help to mitigate regulatory risks and create execution and operational efficiencies. We provide regular client reporting to support your client conversations and you can also capitalise on our expertise in markets, funds and compliance.
Our aim is to add value to your business, providing you with solutions that meet your business objectives, aid your due diligence requirements and ultimately give you more time to spend with your clients.
Important Information
Titan Square Mile MPS is managed by Square Mile Investment Services Limited (SMIS) which is authorised and regulated by the Financial Conduct Authority. The independent research is provided by Square Mile Investment Consulting and Research Limited (SMICR) which is not authorised or regulated by the Financial Conduct Authority and does not undertake regulated activities. Titan Square Mile is a trading style of SMIS and SMICR. SMIS and SMICR are wholly owned subsidiaries of Titan Wealth Holdings Limited. The value of an investment may fall as well as rise. Past performance should not be seen as an indication of future performance.
Get in Touch
To find out how our Tailored MPS can help you reach your business ambitions, and provide better outcomes for your clients, get in touch today.
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Titan Square Mile MPS
Focused on client outcomes explore our range of risk rated MPS.
Tax-Efficient Investing
Specialist, tax efficient schemes to enhance and diversify a portfolio.
Consulting
Tailored solutions including research, governance and oversight, designed to add value to your operations.
Investment solutions
A full range of investment and wealth solutions, backed by expert research, tailored to your mandate.
