Enhance FAQs
Search our knowledge hub for frequently asked questions about the investment governance specialist for trustees, Enhance.
As a trustee, you have a fiduciary duty to regularly monitor the structures and investments under your care. You also have a duty to obtain and consider professional advice when making investment decisions. Monitor and Select have been specifically designed to help you meet and manage these trustee duties, delivered through our custom-built governance hub, Connect.
Enhance was founded in Jersey in 2005 and has been providing portfolio monitoring (Monitor) and manager selection (Select) services exclusively to the global trustee community for over 20 years. Today, we are one of the most well-established and longstanding investment governance specialists for trustees in the world, combining investment experts with custom-built technology.
Lots! Our key differentiator is that we are an investment governance specialist that works exclusively with trustees. Very few providers have such a razor-sharp trustee focus or combine qualified investment experts with custom-built technology to deliver targeted services. We are also very cost-effective, passing on the benefits of our tech and economies of scale to our trustee clients through competitive pricing.
Enhance is a privately owned company with high staff equity participation (approx. 80%). This means that our team has 'skin in the game', operating like owner-managers with a long term time horizon. We are also truly independent, with no fee income whatsover generated from the investment management industry - this is key for Enhance to be able to offer truly objective and impartial portfolio monitoring and manager selection services.
Call us old-fashioned, but we like to run a debt-free, profitable business! We have no financing in place and fund our ongoing investment into talent and technology by prioritising the reinvestment of profits back into our company each year. Unlike other tech centric businesses, we haven't raised external capital and prefer to grow steadily and sustainably - a strategy that's served us and our clients well for over two decades.
The Enhance HQ is in Jersey, Channel Islands - the place where the business was founded and a key International Finance Centre for the trustee community and their clients. Most of our team live and work in Jersey, with around a fifth of staff dotted around the UK. Despite Enhance being based on a small island, our team is a diverse bunch from all over Europe, Africa and Asia to reflect our global client base.
CISI stands for Chartered Institute of Securities & Investments, which is a leading professional body for the investment industry. Enhance's Chartered Firm accreditation is independent recognition of our commitment to the highest ethical and professional standards, including employing a high proportion of staff with CISI qualifications and membership. We think this matters.
Enhance Wealth Consultancy Limited, the entity that delivers our Select manager selection service, is regulated by the Jersey Financial Services Commission (JFSC) under the Financial Services (Jersey) Law 1998. Enhance Investment Reporting Limited, which delivers our Monitor portfolio monitoring service, is unregulated as investment reporting does not require a regulatory licence in Jersey. Across the group, we operate to the highest professional standards as a CISI Chartered Firm and employ CFA and CISI-accredited investment professionals.
Enhance works exclusively with trustees, family offices and charities around the world. This includes trust companies, private trustees, corporate service providers, private banks, law firms with trustee arms and charitable foundations. Our razor-sharp focus on the trustee community means that our services, technology and people are purpose-built to address the specific investment governance challenges that these organisations face.
We currently have over 7,000 investment accounts on our Connect platform, spanning more than 800 investment managers and over $50 billion in assets under reporting. Our Select consultancy service manages over $5 billion in assets under advice across more than 100 client groups. These numbers continue to grow as more trustees choose Enhance to help manage their investment responsibilities.
No, absolutely not! This is fundamental to who we are. Enhance receives zero fee income from the investment management industry. All of our revenue comes directly from the trustee clients we serve. This complete independence from investment managers is what enables us to deliver truly objective and impartial portfolio monitoring and manager selection services without any conflicts of interest.
We publish regular market commentary and investment insights through our Resources section, including quarterly peer group data with accompanying commentary from our independently chaired Investment Committee. We also provide free access to market data resources on our website. Within our services, your dedicated Governance Manager or Investment Consultant is always available to discuss market developments in the context of your specific portfolios.
Portfolio monitoring providing you with actionable insights on every portfolio.
Independent investment manager selection.
A digital governance hub, to manage your investment responsibilities.
The independent investment governance specialists.
Peer groups built using thousands of real investment portfolios
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