Zurich teams with Romer-Lee's Square Mile to launch fund service

clock

Zurich has launched a range of outcome focused funds for advisers using its retail platform, with Richard Romer-Lee's new consultancy Square Mile proving the underlying investment choices.

The ‘Zurich Collection', first revealed last year, offers advisers using the platform four narrow ranges of funds for users, each aimed at a specific outcome. The group is offering funds designed to provide either capital accumulation, income, capital preservation or inflation protection. Square Mile - launched by ex-OBSR founders Richard Romer-Lee (pictured) and Nigel Whittingham - has provided the fund choices for the four categories, which advisers can then use to create portfolios. As well as active funds, the offering also includes ETFs to keep costs lower, with all the funds ...

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
member?

Login

More on Platforms

Trustpilot