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.
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.
Assets under Consultancy
Investment manager universe
Family client groups
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.
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.
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.
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 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.
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.
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.
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.
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.
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