Investment governance
Enhance is an independent investment governance specialist. We Monitor and Select investments for fiduciaries, family offices and charities, on our Connect platform.
our clients
The world’s best trust companies trust Enhance
Portfolio monitoring
A comprehensive investment review service that provides fiduciaries with actionable insights on every portfolio.
Enhance rating
Mandate compliance
Benchmark stats
Action points
Allocation X-rays
Manager selection
CFA and CISI-accredited investment experts delivering a best-in-class manager selection service to fiduciaries and their clients.
Objectives evaluation
Portfolio structuring
Investment policy
Review meetings
Manager selection
Governance platform
A purpose-built digital governance hub to help fiduciaries monitor and manage their investment responsibilities.
Interactive dashboards
Bookkeeping data
Flexible reporting
Integrated admin
Workflow tools
Support that fits your needs
Crystal-clear portfolio monitoring and independent manager selection. Delivered by investment experts on the Connect platform.
Investment governance platform
Built for fiduciaries, Connect is a digital hub for Monitor and Select that delivers interactive dashboards, flexible reporting, workflow tools, bookkeeping data, and integrated admin.
Portfolio monitoring
Key features
Governance Manager
Enhance rating
Valuation tracker
Mandate compliance
Independent benchmarking
Fixed fee
Volume-based pricing
Manager selection
Everything in Monitor, plus
Investment Consultant
Objectives evaluation
Investment policy
Manager selection
Portfolio structuring
Percentage fee
AUM-based pricing
All Enhance fee tariffs reward scale.
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RequirementSenior Manager, Fiduciary Investment, ButterfieldMonitoring 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."
250+Portfolios
50+Providers
5Jurisdictions
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RequirementGlobal Head of private clients, ocOriAnA 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.”
200+Portfolios
50+Providers
8Jurisdictions
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RequirementDirector, Private Client, HawksfordSupporting 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."
100+Portfolios
25+Providers
1Jurisdictions
Resources
Cut through the noise and get a clear and unbiased view of the investment landscape.
Independent
Enhance is owner-managed with high staff equity participation. We are independent and don’t receive any fees from investment managers. We have zero 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. Zero conflicts.
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