At SquareGo, we leverage our expertise, knowledge, and technology to assist investors and their advisors in gaining a clear understanding of their investments
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For financial advisors who delegate investment responsibilities to
a panel of portfolio managers, overseeing numerous client
portfolios can be challenging. Our solution addresses this issue by
offering comprehensive, independent, and factual reporting on
manager performance. We analyse the actual returns of all
relevant client portfolios, ensuring accurate oversight across
multiple strategies and asset managers.
We also cater to individual investors with complex investments,
including ultra-high net worth families and institutions with
portfolios managed by multiple discretionary investment managers.
Through our in-depth reporting, we can provide a thorough
understanding of performance and risk at both the individual and
aggregate portfolio levels.
John is an experienced investment research analyst with over a decade of experience working in financial services. John graduated from the University of Oxford with a BA honours degree in Physics and was awarded an MSc with Merit in Astronomy from the University of Sussex. Subsequently John trained and qualified as a Certified Chartered Accountant, earning the ACCA credential. John then moved into investment research and consultancy, joining Asset Risk Consultants (ARC) in 2014. Whilst at ARC John earned the CFA designation and carried out manager selection processes for circa £1bn of UHNW private client and charity assets. John joined AFH Wealth Management as a Senior Research Analyst in 2018, gaining valuable experience in portfolio management, carrying out manager selection processes for circa £0.5bn in equity, fixed income and responsible investing mandates. From September 2021 to early 2022, John was a Trust Research Analyst at Kepler Partners, writing and publishing research notes on UK listed investment trusts.
Lynn is an accomplished Investment Consultant with over 35 years' experience working in financial services. Lynn has a Bachelor's Degree in Mathematics and Statistics and is a Chartered Management Accountant with both ACMA and CGMA credentials. She began her career in the UK Life and Pensions industry working for a range of reputable organisations including Royal Life, Prudential Holborn, and Sun Life Broker Services in Liverpool. Lynn gained over 10 years' experience working in the finance department of large charity Notre Dame Trustee Company which encompassed numerous Higher Education Institutions where she gained invaluable expertise in running and monitoring endowment funds, cash-flow planning and the appointment and monitoring of external investment managers. Prior to accepting a role as Director, Lynn established a positive reputation in the sector for her work with the Private Client Indices research team at Asset Risk Consultants (ARC). As Director, Lynn was responsible for initiating, developing, and leading the ARC charity services and she established the Charity Indices for peer group analysis on discretionary portfolios and Charity Multi Asset Fund Report.
