Navigate

Coordinated investing

Get independent advice, manager selection and monitoring across multiple managers and platforms. Our Navigate service delivers aggregation and direction on complex investment arrangements.

Navigate 🟢
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INDEPENDENT INVESTMENT CONSULTANCY ACROSS MULTIPLE PLATFORMS

Not all investments arrangements can be consolidated onto a single platform due to implementation, tax or legacy reasons.

Our Navigate service helps manage this complexity by utilising our Mosaic platform to create an aggregated, dynamic view of all investments held. This enables our Investment Consultants and Research Analysts to review and recommend suitable changes to optimise performance. Investment complexity, navigated.

Why Fiduciaries Choose Navigate
Navigate 🟢 Clarity

Consolidated view

Navigate provides fiduciary investors with a consolidated view of all investment assets held across public and private markets. This consolidation cuts through the complexity of arrangements with multiple managers, products, and platforms to provide clarity on the positioning and performance of the overall portfolio. This monitoring and review process underpins our advice on investment policy and manager selection.

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Navigate 🟢 Flexibility

Investment freedom

The benefit of operating across multiple managers, products and platforms is investment freedom. Enhance has a global manager research programme that identifies investment solutions that can be implemented in a variety of ways. Our agnostic approach to research means that we can deliver preferential access to best-in-class investment and banking solutions directly or on other platforms.

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Navigate 🟢 Scrutiny

Expert oversight

Navigate clients benefit from a dedicated Investment Consultant and Research Analyst who will host regular investment review meetings with fiduciary investors and their providers. Scrutiny of investment holdings, transactions, performance, risk, and fees from a fellow investment professional ensures that investment managers deliver to the best of their abilities in a compliant and cost-effective manner.

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Navigate not right?

Try Select for simplicity

Get independent advice, manager selection and monitoring on a central private banking platform. Our Select service delivers consolidated, best-in-class wealth management to investors of any size.

Select 🟢
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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.

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