Our insights: Your outcomes
We recognise that different businesses have different needs. Our consultancy service, delivered by Titan Square Mile, is specifically designed to provide tailored support based on your needs. By partnering with us, we work together to build solutions designed to add value to your business operations and help you achieve your business objectives.
Whatever your business needs, our independent, tailored approach can help, including:
Fund panels & buy-lists
We can leverage our Academy of Funds to build or validate a buy-list for you, ensuring alignment with your latest objectives.
Fund fitness testing
In-depth review of funds, combining targeted analyst qualitative input with quantitative screens. It’s a scalable, risk-aware approach to identify processes and any drift that helps businesses assess fund suitability.
Enhanced due diligence and governance
Our independent, in-depth analysis supports robust due diligence - helping you meet internal standards and regulatory expectations. Our team’s rigorous reviews ensure your investment decisions stand up to scrutiny and deliver confidence to both clients and stakeholders.
Operational support
Whether through suitability reviews, quarterly reporting or ongoing oversight, our independent services help you demonstrate compliance with regulatory requirements and adhere to industry best practice.
Adding value to your business
Working with us can help you mitigate the risk of the unknown. We identify and provide the key insights you need to offer the best service to your clients and help deliver on your business ambitions.
Our consultancy service is bespoke to your needs, aligning with your business priorities, and as such you only pay for what you need. Powered by our highly qualified and well-resourced research team, you can benefit from our expertise in markets, sectors and funds.
Get in Touch
To see how Titan Square Mile consulting can help drive your business forward, get in touch today.
Please note this link will take you to the Titan Square Mile website. The Titan Square Mile research and consulting services are 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 SMICR. SMICR is a wholly owned subsidiary of Titan Wealth Holdings Limited.
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Tax Efficient Solutions
Specialist, tax efficient schemes to enhance and diversify a portfolio.
Investment solutions
A full range of investment and wealth solutions, backed by expert research, tailored to your mandate.
About Titan Wealth
Our integrated approach is structured to offer more choice, support and flexibility for your business.
Academy of Funds
Academy of Funds provides independent research to help inform your decisions.
