Solutions

Independent intelligence

Get specialist investment advice, oversight and research from a team of industry experts. Our Consultancy solution delivers independent advisory services designed to optimise performance for fiduciary investors.

Independent investment consultancy

As wealth accumulates, so does the complexity associated with it.

Our Consultancy solution helps fiduciary investors to navigate the intricacies and challenges of wealth management with confidence. Access unconflicted, open architecture advice from our CFA and CISI-accredited team of Investment Consultants and Research Analysts. Investment performance, optimised.

Consultancy at a glance
$5bn

Assets under Consultancy

800+

Investment manager universe

50+

Family client groups

Why Fiduciaries Choose Consultancy
Service Perspective

Unique insight

Our proprietary Mosaic technology provides our Investment Consultants and Research Analysts with an edge, enabling our advice and research to be based on unique insights from the thousands of investment portfolios and hundreds of investment managers we monitor.

Perspective
Service Research

Disciplined approach

When our team identifies an investment opportunity, they put it through a rigorous ‘5P’ research framework. Each potential investment manager or product is analysed on their performance, process, people, planetary impact, and price before we make any approvals or recommendations.

Research
Service Service

Personal relationships

Every fiduciary investment relationship is unique. That's why each Consultancy client is supported by a dedicated Investment Consultant, Associate, and Research Analyst from the initial point of contact through to regular review meetings.

Service

Flexible advice and research

Select
Select

Platform investing

Select streamlines Enhance’s manager selection, portfolio monitoring, and administration services on a single investment platform. This unified approach combines our independent advice with leading third-party managed investments and custody.

Navigate
Navigate

Coordinated investing

Navigate provides an open architecture approach to investment consultancy, delivering coordinated manager selection, monitoring and administration services on complex portfolio arrangements invested with multiple managers and platforms.

Consultancy-people
Our Consultancy Team

Dedicated industry experts

We’re incredibly selective about who looks after our clients. All our Investment Consultants and Research Analysts are CFA or CISI accredited and have many years of relevant investment industry experience. The team comprises of former Fund Managers, Stockbrokers, Accountants and Analysts operating within an Investment Committee framework that is independently chaired.

Why work with Enhance?

Independent

We are an owner-managed company with broad staff equity participation. We are independent and don't receive any fees from investment managers so we can always act in the best interests of our fiduciary clients.

Innovative

We combine our talented team of investment, data and software experts with custom-built technology to deliver a growing  range of investment monitoring and consultancy services to a broad spectrum of fiduciaries. 

Integrated

We integrate Mosaic with a variety of different apps and platforms to provide flexible, interactive access to our services. We can also build custom integrations for fiduciaries with specialist requirements.

Want to know more about Consultancy?

Sign up to our newsletter

Subscribe to our mailing list to get the latest insights, news and market updates delivered direct to your inbox.