September 7, 2017

Fund Selector Chat: Richard Romer-Lee, founder of Square Mile Consulting

Jake Moeller

Founder of Square Mile Consulting, Richard Romer-Lee is one of the U.K.’s most influential and high profile fund gatekeepers having established two successful fund consulting businesses in the last 20 years.

In this podcast, Richard examines some of the key issues faced by the fund selectors in light of recent key regulatory initiatives. He discusses key influences affecting the evolution of the industry as the dynamics of the financial planning industry change and outlines what makes a good mutual fund.

Richard is speaking with Lipper’s Head of UK & Ireland Research, Jake Moeller in London on September 1, 2017.

Running Order

About Richard Romer-Lee

Richard is responsible for determining the strategy and focus of Square Mile in conjunction with the Board and the Executive Management Team. He is a member of a number of internal committees which provide governance and oversight of all areas of its business.

Richard Romer-Lee. Picture courtesy, Square Mile

Richard Romer-Lee. Picture courtesy, Square Mile

Prior to founding Square Mile he was Research Director and co-founder of Old Broad Street Research Limited (OBSR). Following the acquisition of OBSR by Morningstar he became joint Managing Director of Morningstar OBSR, then MD of European Investment Consulting at Morningstar Inc.

He has more than 25 years industry experience, starting at BMA Services in 1986 before becoming an analyst at Buck Consultants.

 


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This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Thomson Reuters cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice.

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