Romer-Lee and Whittingham unveil consultancy business

Richard Romer-Lee and Nigel Whittingham have revealed details of their new consultancy business, nearly a year after the pair left Morningstar OBSR.

Set to officially open in January 2014, Square Mile Investment Research and Consulting 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 (pictured) 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 Ireland. Both left the compa...