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. Mark Taylor, chief customer officer at Equiniti said: "Square Mile has demonstrated a keen understanding of our desire to make the user...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week