Governance Manager: a qualified resource at the trustee’s side

The qualification: experience and CISI accreditation

Every Enhance Governance Manager is an experienced investment professional with relevant CISI (Chartered Institute for Securities & Investment) qualifications. Senior designations across the team include Chartered Wealth Manager and Chartered Fellow. Industry backgrounds typically span private banking, investment management, wealth advisory and trust company services, the practical hinterland that turns a CISI accreditation into useful judgement. The combination matters: trustees raising a question about a manager’s drawdown, a fund’s mandate creep or an asset class’s outlook get a substantive answer from someone who has been in the room before.

A clear line: trustee-facing, not beneficiary-facing

The Governance Manager’s relationship is exclusively with the trustee. They do not advise, meet with or interact with the entities (trusts, foundations, companies) under the trustee’s care, or with the beneficiaries of those structures. This is a deliberate separation, not an oversight. The Governance Manager exists to help the trustee discharge a fiduciary duty; they do not duplicate, replace or compete with the trustee’s relationship with the entities and beneficiaries the trustee serves. Even though the subject matter overlaps, investments held inside the trust structure, the relationship does not. The Governance Manager talks to the trustee about the trust’s investments. The trustee talks to the investment managers and their beneficiaries.

Global access, local engagement

Enhance’s trust company client base is global, and so is the Governance Manager team. Trustees engage with their dedicated Governance Manager through the Connect platform (where every action point, review report and dashboard sits), through scheduled and ad-hoc Microsoft Teams meetings, and through periodic in-person meetings hosted in international locations when diaries align. Each trust company is appointed a single Governance Manager who works directly with their trustees, one consistent point of contact, regardless of where in the world the trust company operates.

All included, no extras

Access to a Governance Manager is built into Enhance’s standard fixed portfolio and client review fees. There is no separate retainer, no hourly billing for ad-hoc questions, no project fee for CPD training and no scoping call before help is given. Use of the Connect platform, where every interaction with the Governance Manager is documented and surfaced through dashboards and reporting, is also included at no additional charge. Where most consultancy models price for time, Enhance prices for outcomes. The Governance Manager is part of the service, not an upsell.

The bottom line

Trust companies do not need more investment advisers. You need a qualified, experienced, trustee-side resource who can help you build the investment governance framework, support its ongoing operation, and inform the wider organisation, without ever crossing into advisory work for entities or beneficiaries. That is the Governance Manager. The qualification is real, the experience is real, the separation is deliberate, and the access is included in the fee.