Square Mile is an investment research and fund ratings firm, dedicated to discovering the investment funds that they believe have the best prospects to make your money work hard for a secure future.
Whilst everything Square Mile do is focused on helping their clients and individuals invest their money wisely and all of their services are designed to continually improve investor outcomes, they do not provide these services directly to private investors. They work, and are contracted directly with us at Dentons Wealth, and we relay their recommendations to our clients.
Watch the quarterly reviews - Q3 2021.
LGT Vestra's Model Portfolio Service (MPS) team review the last quarter, give an update on the current investment landscape and what they think may lie ahead. The team will cover how the Model Portfolios and the Volare Funds are positioned in relation to these views.
Phoebe Stone, Head of Sustainable Investing, review the last quarter, provide an update on the current investment landscape and what the team think may lie ahead. Phoebe will cover how the LGT Vestra's Sustainable Model Portfolios and teh Verus Sustainable Balanced Fund are positioned in relation to these views.
Dentons Wealth still remain responsible for client's financial plans; determining which portfolio is best for clients according to their investment goals, within their agreed risk tolerance; and for all aspects of managing the relationship. It is also the responsibility of Dentons Wealth to continue to carry out continuous due diligence on Square Mile and to withdraw clients from this service, if we feel it is appropriate.