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Investment governance

Enhance is an independent investment governance specialist for trustees. We Monitor and Select investments for trust companies and their clients on our Connect platform.

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$95bn+

Assets under reporting

$5bn+

Assets under advice

7,000+

Accounts on Connect

Independent and integrated investment governance

Connecting the dots in today’s complex financial world requires investment expertise and technology. Enhance has both.

Enhance provides portfolio monitoring and manager selection on a platform purpose-built for trustees. Our people, services, and tech combine to deliver a robust, easy-to-implement investment governance solution. No industry jargon or complexity, we help to cut through the noise.   

our clients

The world’s best trust companies trust Enhance

  • alex-picot
  • baccata
  • belasko
  • bond-trust
  • cibc
  • clairmont
  • crowe
  • csc-group
  • efg-bank
  • hawksford
  • hoares
  • imperium
  • julius-baer
  • jtc
  • nsm-trustees
  • osiris
  • rbc
  • saffery
  • scotiabank
  • standard-bank
  • trident-trust
  • whitmill
OUR SERVICES
 
Service 🟢-2

Portfolio monitoring

A comprehensive investment review service that provides trustees with actionable insights on every portfolio.

Star 🟢

Enhance rating

Policy 🟢

Mandate compliance

Add 🟢

Benchmark stats

Checklist 🟢

Action points

Donut Small 🟢

Allocation X-rays

Monitor
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Service 🟢-3

Manager selection

CFA and CISI-accredited investment experts delivering an independent manager selection service to trustees and their clients. 

Radar 🟢

Objectives evaluation

Business Center 🟢

Portfolio structuring

Psychiatry 🟢

Investment policy

Handshake 🟢

Review meetings

Adjust 🟢

Manager selection

Select
Service 🟢-4

Governance platform

A purpose-built digital governance hub to help trustees monitor and manage their investment responsibilities.

Dashboard 🟢

Interactive dashboards

Table Convert 🟢

Bookkeeping data

Note Stack 🟢

Flexible reporting

Merge 🟢

Integrated admin

Automation 🟢

Workflow tools

Connect
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Support that fits your needs

Crystal-clear portfolio monitoring and independent manager selection for trustees. Delivered by investment experts on the Connect platform.

Service 🟢

Investment governance platform

Built for trustees, Connect is a digital hub for Monitor and Select that delivers interactive dashboards, flexible reporting, workflow tools, bookkeeping data, and integrated admin.

Service 🟢-2

Portfolio monitoring

Key features
Person 🟢

Governance Manager

Check 🟢

Enhance rating

Check 🟢

Valuation tracker

Check 🟢

Mandate compliance

Check 🟢

Independent benchmarking

Fixed fee

Volume-based pricing

Monitor
Service 🟢-3

Manager selection

Arrow Back 🟢 Everything in Monitor, plus
Person 🟢-1

Investment Consultant

Check 🟢-1

Objectives evaluation

Check 🟢-1

Investment policy

Check 🟢-1

Manager selection

Check 🟢-1

Portfolio structuring

Percentage fee

AUM-based pricing

Select
Award Star 🟢

All Enhance fee tariffs reward scale.

  • Service 🟢-1 Butterfield logo test-3
    Requirement

    Monitoring portfolios across multiple counterparties and regions

    "Butterfield has leveraged Enhance Group’s proprietary technology to comprehensively review our clients’ portfolios across a global network of investment counterparties."

    Senior Manager, Fiduciary Investment, Butterfield
    250+

    Portfolios

    50+

    Providers

    5

    Jurisdictions

  • Service 🟢-1 Untitled design - 2026-04-16T102714.291
    Requirement

    A common investment governance framework and platform

    “Enhance’s focus on mandate compliance and clear, concise reporting designed for fiduciaries plays a vital role in supporting Ocorian’s robust governance of external investment managers and banks.”

    Global Head of Private Clients, Ocorian
    200+

    Portfolios

    50+

    Providers

    8

    Jurisdictions

  • Service 🟢-1 hawksford
    Requirement

    Supporting the investment governance function of a leading fiduciary company

    "Enhance has provided Hawksford with independent and objective assessment of our client's investment portfolios for over a decade and forms a central pillar of our investment governance function."

    Director, Private Client, Hawksford
    100+

    Portfolios

    25+

    Providers

    1

    Jurisdictions

why enhance?

Independent by structure. Integrated by design.

Independent

Enhance is owner-managed with high staff equity participation. We are independent and don’t receive any fees from investment managers. We have no conflicts of interest and always act in our clients’ best interests.

Integrated

Connect integrates with hundreds of investment managers and banks, and leading admin and accounting systems, giving you unbiased oversight and a single source of truth for all your investment data.

 

Independent services. Integrated platform. No conflicts.

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Accreditation 🟢

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