Keep checking this area of the site for updates on company and industry news.
Proud to announce our collaboration with Square Mile
From humble beginnings, Park Hall has grown over the past 35 years into a leading Nottinghamshire wealth management company that now has clients throughout the UK. Through this growth, we have always strived to provide a quality service to our clients to try to achieve the best possible returns from their investments. It is through this constant process of improvement and growth that we have selected Square Mile to be our collaborative partner in portfolio management.
An introduction to Square Mile
Square Mile is an investment research and fund rating firm, dedicated to discovering the investment funds that they believe have the best prospects to make your money work hard for a secure future.
Their research team capability is recognised as one of the strongest, most knowledgeable, experienced and effective in the UK retail investment market and the investment professionals at Square Mile have generated highly regarded fund research and ratings designed to help investors make the right choices.
About Square Mile
Square mile offers independent research across the investment market to enable them to choose the most appropriate funds. Their experienced team spend time researching, analysing, assessing funds and their managers to understand exactly what each fund is trying to achieve and they seek to establish how the funds meet their objectives through differing market and economic cycles.
They work in the heart of the fund management community; meeting with quality managers regularly throughout the year to ascertain how they believe their funds will perform. They do not expect that a fund will meet its objectives through all market and economic cycles, but that a manager will deliver over the longer term.
Working with Park Hall, Square Mile has created a range of model portfolios across a spectrum of risk profiles from cautious to adventurous.
The Investment Research Team
Real value comes from truly understanding fund managers and this can only be achieved through an in-depth knowledge of how they think and work.
To deliver such research they invest in professional, qualified and experienced people who meet the fund managers to understand how those managers work, how they think and how they react to markets. They listen, observe, test, challenge, discuss, deliberate and form opinions.
Building a successful portfolio
A crucial step in building a portfolio is to determine what exposure is required and specifically to which markets and to which asset classes. Square Mile determine what percentage of each portfolio should be held in Government Bonds, Corporate Bonds, UK Equities, International Equities, Commercial Property, Cash and Alternative asset classes. This allocation is based upon their expectations for market returns and assessment of how each asset class relates to the others in terms of risk. This is known as the Strategic Asset Allocation.
Shorter-term exposures within market cycles are then applied as a Tactical Asset Allocation overlay. This process takes into account current market views to supplement the long-term trends of the Strategic Asset Allocation
It is the role of the portfolio manager to constantly monitor the Strategic Asset Allocation and Tactical Asset Allocation of the portfolio, as well as the fund selection. This will ensure that they provide the opportunity to deliver investment returns within the risk tolerances agreed with Park Hall.
Running a Successful Portfolio
The Assets within your portfolios remain with the platform recommended by Park Hall. Square Mile’s role is to advise the platform of any changes to make to the portfolios. This means that where necessary changes need to be made to respond to market movements, they can be quickly and efficiently implemented.
Investors will see minor adjustments from time to time, as a result of changes in the Strategic Asset Allocation. They will also see changes of funds that relate to more tactical positioning of the portfolios. They do not aim to second-guess market activity. Instead, they manage portfolios with a long-term view and where the management of risk is paramount.
They will only make changes to portfolios that are relative to the investment risk that you are prepared to take and all changes and the rationale for such changes are communicated to you, by Park Hall, so you are aware of what is happening at all times.
Portfolios are continually monitored to make sure each fund is performing as it should and suits the current market conditions. This allows changes to be made in the best way to take advantage of current trends to deliver strong performance.
From humble beginnings, Park Hall Financial has grown into a leading Nottinghamshire wealth management company that now has clients across the UK and Europe. Through this growth, we have always strived to provide the finest products and services to our clients so they get a great return from their investments with us. It is through this constant process of improvement and growth that we have selected Square Mile to be our collaborative partner in portfolio management.