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Finance Controller Appointment at Enhance Group

Enhance Group Limited (Enhance) are delighted to welcome Fergus Gibson as Financial Controller.

Fergus, who will take responsibility for all aspects of the Group’s finances, joins Enhance from a global intermodal container leasing and finance company where he was the Finance Director.
Fergus started his career with PricewaterhouseCoopers. He worked in the financial services environment for more than 15 years spanning a range of sectors: Audit & Business Advisory Services, Banking, Container Leasing and Asset Management. Prior to that, he worked for BlackRock in London as a Business Partner supporting the firm’s Global Retail Business with their expanding onshore and cross-border Retail fund ranges. Fergus is a Fellow Chartered Certified Accountant.

Tom Wiseman, Group CEO, commented:

“I am delighted to welcome Fergus to the company. His experience is of great value to our organisation and he joins our team of talented people who will lead the company forward”.

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New Head of Investment Consultancy at Enhance Group

Enhance Group Limited have appointed Dr Ruzhen Li as Head of their Investment Consultancy offering.

Dr Li, who is based in London and previously held the position of Head of Research has been with the company for 3 years.

Before joining Enhance, Ruzhen was one of the founding members of investment advisory firm LJ Athene Advisory Ltd, a company that was established after a Management Buyout of Deloitte Private Client Services Limited, where she started her career, completed her CFP and then became a CFA Charter Holder.

Ruzhen completed two first class engineering degrees simultaneously in Shanghai Jiao Tong University in China and was subsequently invited to pursue a PhD in Computer Modelling in Biochemistry with Queen Mary University of London on scholarship from the Government (ORS) and the University itself.

In her position as Head of Investment Consultancy at Enhance, Ruzhen will continue to actively advise on international families who require tailored outsourced investment solutions.

Enhance Investment Consultancy (EIC) is a truly independent consultancy business, servicing global families who wish to have a team of highly qualified investment professionals on side as trusted advisors to source the best solution providers for their needs. EIC works closely with fellow professional advisors such as lawyers, accountants, trustees and tax advisors to make sure the investment solutions are consistent with other needs of the family.

Dr Ruzhen Li, commented,

 

“I am delighted to be taking on the position of Head of Investment Consultancy. I am very grateful that I have been given the freedom to build the consultancy business based on independence, research and service, supported by a very comprehensive reporting platform which the firm has built over the past decade. We’ve seen a great demand for our services both in London and abroad and I am very much looking forward to keeping the momentum and growing our client base”.

Tom Wiseman CEO of Enhance Group, commented:

“Ruzhen is a massive asset to our team and we are thrilled that she has taken on this new role. Having someone of Ruzhen’s calibre, with her extensive industry experience, qualifications and connections heading up our Investment Consultancy offering in London I am confident we will continue to develop our bespoke services whilst ensuring the absolute highest level of consultancy services”.

 

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Enhance Group Announce New Chief Operating Officer

Enhance Group Limited (Enhance) are delighted to announce that Justin Simpson has been promoted to Chief Operating Officer.

In his new role, Justin is responsible for the on-going operations of Enhance Group, overseeing systems, product development and project implementation, and remains a director of Enhance Wealth Consultancy and chairman of the Investment Committee.

Justin has been with the company for over 8 years and holds the prestigious Level 7 Masters in Wealth Management from the Chartered Institute of Securities and Investments as well as the Investment Management Certificate.

Justin Simpson, new COO of Enhance Group, commented:

“I am really pleased to be taking on this new role as COO of Enhance Group. To have been a part of the growth and expansion of the company over the years has been a pleasure and I look forward to starting the next chapter of my career at Enhance Group”.

Tom Wiseman, Enhance Group CEO, commented:

“We are delighted that Justin has stepped up to this new role and that we have been able to promote from within the company. Justin has been an integral part of the team for many years, contributing greatly to the company’s global success. His skills, knowledge and experience are the perfect fit to take on this position and will strengthen our offering as we move forward and continue to grow”.

 

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Enhance Group Announce New CEO and Executive Chairman

Enhance Group Limited (Enhance) has today announced that Tom Wiseman, currently the Managing Director of the London business, will become group CEO from the 1st October. Existing CEO James Painter will now take on the role of Executive Chairman.

Tom, who is a Chartered Member of the Chartered Institute for Securities & Investment (CISI) and has been successfully leading the London business for some time, will relocate to Jersey to take on this new role. James, who was one of the original founders of the business in 2005, will now focus on strategic direction at board level, as well as supporting the company’s global business development.

James Painter, former CEO and new Executive Chairman of Enhance Group added:

“Since the business was first created, we have averaged strong growth of 27% annually through delivering great products and a first rate service to clients internationally. Now that our experts who were sent out to establish the Company in Cayman, Geneva and Singapore have achieved their objectives, and the majority of the work is being facilitated from Jersey and London it was the appropriate time to increase our governance and management structure in our head office. In this regard I am delighted to be able to promote and recognise talent from within our team, which is why we are very lucky to have someone of Tom’s caliber ready to head up the business. I am confident with Tom’s leadership and fresh approach that the business will continue to grow and go onto even greater success and I look forward to supporting him in his new role.”

Tom Wiseman, new CEO of Enhance Group, commented:

“I am delighted to accept this new role as the CEO of Enhance. Over the last few years the company has gone from strength to strength and expanded into several new markets. My time heading up the London business has given me valuable insights into the evolving needs of our global clients and how we can provide the new products and services that they need. Jersey is a fantastic, high quality jurisdiction to base this business from, and I am also very excited to have the opportunity somewhere so beautiful.”

 

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Enhance Group – Performance Analyst for Portfolio Adviser Wealth Manager Awards 2018

Entries are now open for the Portfolio Adviser Wealth Manager Awards 2018 and Enhance Group are delighted to be the provider of performance analysis for the 6th year running.

Wealth Managers, both boutique and large, who provide investment selection and asset allocation for their clients will have the opportunity to be recognised for brilliance in their field. Entrants will be judged on the results they have achieved based on both qualitative and quantitative data with the hope of being awarded a gold or platinum award for the following categories:

  • Cautious
  • Balanced
  • Aggressive
  • Absolute Return

Wealth Managers can also enter the Media Marketing Award for the company which has shown a level of excellence in their online brand awareness as well as their use of social media.

The independent judging panel is made up of a number of representatives from top organisations in the fields of law, finance, accountancy, consultancy and trust who have experience of working with Wealth Managers themselves.

Paul Tanguy, Investment Analyst at Enhance Group commented:

“Being involved in the Portfolio Adviser Wealth Manager Awards for the last 6 years, we have seen the number of entrants more than double, which not only demonstrates the prestige of these awards within the industry but also reinforces their credibility. Each year we have been able to refine and streamline the analysis process in order to ensure that the judges have fair and robust information to work with when judging such a competitive marketplace.  We’re proud to be supporting the awards again and wish all of the entrants this year the very best of luck.”

The Deadline for entries is Friday 15th September. For more details on how to enter please click here http://bit.ly/2gqOhwx

 

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Enhance Provides Data Analysis for the STEP Private Client Awards

STEPPCA Graphic Image 3Enhance are delighted to be once again providing data analysis for the STEP Annual Private Client Awards (‘Investment Team of the Year’ category). This is the 7th year that Enhance have been involved with the awards, using their proprietary fintech software to analyse the risk and return performance of the applicants over certain time periods.

The awards are open globally to both STEP members and non-members and are designed to celebrate excellence among private client solicitors, lawyers, accountants, barristers, bankers, trust managers and financial advisors.

The Enhance analysis process not only provides the judges with a robust and consistent risk adjusted appraisal across all of the service providers, it is also designed to be efficient for the service providers themselves to submit the requisite data.

To enable this data driven approach, if your firm is submitting applications for the Investment Team of the Year Award, you are asked to provide judges with:

  • Define the investment strategy;
  • Define the appropriate benchmark;
  •  Forward a sample portfolio valuation in electronic format that reflects the relevant strategy and;
  • Download and complete the template with 36 months’ worth of performance data along with asset & currency allocation for each of the last 4 quarter-ends for a representative portfolio which aligns to the relevant strategy.

To complete the performance and risk part of the application, you will also need to explain any successful asset allocation changes or recommendations made for clients over the last year and the effect this has had on performance.

The data is then used (with strict confidentiality) to provide the judges with clear analysis. Importantly, Enhances’ software not only crunches the numbers, it presents the results in a meaningful way. Visuals, referred to as “heat maps” are used as part of a detailed report allowing for easy comparison and ensuring managers’ performances are presented on a common platform so the judges are truly comparing like-for-like.

Justin Simpson of Enhance Group, comments:

‘In this challenging category, with many fine service providers, the analysis we provide will give the STEP judges a clear output to assist in their decision making process, reflecting the importance of both harnessing powerful software and fintech within the industry as well as partnering with the right investment management firm. We wish everyone the best of luck with their submissions.’

The cut-off date for submissions is the 28th April 2017 and the awards ceremony will be help on 6th September 2017 at the Westminster Park Plaza in London.

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Enhance Sponsors Dandara Colour Run for 2nd Year

CFR 2017 Official Photo

Enhance Group Limited are delighted to announce that they will again be a colour sponsor of the 2nd Annual Dandara Colour Run in aid of Family Nursing & Home Care taking place on 17th June.

This year our colour is PINK.

Participants can walk, jog or run the 5k stretch of St Aubin’s bay while being covered in various different powdered paint colours at each of the paint stations. The paint itself is made from food-quality biodegradable corn starch and is completely environmentally friendly.

Last year the event, which was the first of its kind in Jersey, raised over £25,000 for the charity. Due to the popularity of the event, this year running places have increased from 800 to 1500 and early registration is advised to avoid disappointment! The registration fee, along with any sponsorship money raised by the runners will make a huge difference to children with short lives in Jersey by funding a Paediatric Care Worker. FNHC’s Children’s Nursing Team need help to deliver specialist care in the home for families that have children with life-limiting illnesses.

Barry Hardisty, Managing Director of Enhance Jersey commented:

‘The services offered by Jersey Family Nursing & Home Care touches more Islanders than any other charitable organisation and we are really pleased to be able to support the essential work they do. It was a great day last year with many from Enhance Group taking part both as runners as well as the all-important paint throwers. We hope that the event can help towards raising the crucial funding that the Family Nursing & Home Care needs’.

Registration is open today! Please click here to register: https://race-nation.com/the-dandara-colour-run-2017

Enhance Group is a market-leading company providing Investment Consultancy, Investment Reporting, Wealth Consultancy & Treasury Services to Trust Companies, Charities & Private Clients, with Fintech at its core.

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Enhance Team members awarded Chartered Fellow status

We are delighted to announce that three members of the Enhance Team in Jersey have recently been awarded Chartered Fellow (Chartered FCSI) status by the Chartered Institute for Securities and Investment (“CISI”).

Barry Hardisty – Managing Director, Justin Simpson – Director Wealth Consultancy and Michael Moretta – Investment Consultant have all been awarded the highest level of membership.

CISI is currently celebrating 25 Years supporting professionals to progress to the highest standard of professional excellence with CISI qualifications and membership.

Barry, Justin and Michael, along with other members of the Enhance Team, are all looking forward to supporting CISI at the Annual Jersey Branch Dinner at The Royal Yacht Hotel on 10th March. 

Barry Hardisty

Barry Hardisty, Managing Director – Jersey

Justin Simpson, Director of Wealth Consultancy - Jersey

Justin Simpson, Director of Wealth Consultancy – Jersey

Michael Moretta, Investment Consultant - Jersey

Michael Moretta, Investment Consultant – Jersey

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Enhance Group Recognised as Leaders in Investment Consultancy by Top Wealth Management Website

Enhance Group was listed as one of the leading experts in the UK investment consultancy sector in 2016 by wealth management news website thewealthnet.

The annual list recognises and celebrates the ten top performing investment consultants from a list of 35 firms operating in the UK and Crown Dependencies. Companies were selected based on quantitative and qualitative data carried out by thewealthnet and if they were consistently cited as leaders by professionals working within the investment constancy sector.

Members of Enhance celebrated the accolade by attending a private champagne reception in London last month alongside the other top performing firms.

2016 is the second year Enhance has made the list, having also been cited among thewealthnet’s 2015 Top Consultants.

CEO of Enhance Group, James Painter, commented:

“We were proud to make thewealthnet’s list of Top Investment Consultants for the second year in a row. This news was especially positive, as part of the awards criteria was to be consistently recommended by other professionals and firms within our sector and to be recognised by our peers is always flattering. I am confident in the quality of the services we provide and hope to make the list again in 2017.”

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Investment Fund Take 20% Stake in Enhance Group

Enhance Group has a new strategic equity partner, the Financial Services Opportunities Investment Fund (FSOIF), following the FSOIF’s acquisition of a 20% investment stake in the organisation.

The acquisition will have a positive impact on business for Enhance Group as it will provide the necessary investment to support the company’s continued growth globally and facilitate its future business activities.

The FSOIF is a closed-ended investment fund administered by Praxis Fund Services Limited and managed by Ravenscroft Limited. The mandate of the FSOIF is to invest in offshore businesses, with focus on financial services.

The FSOIF’s sister fund the Bailiwick Investments Fund currently provides investment to other Channel Islands businesses including Sandpiper CI and Jacksons Group.

CEO of Enhance Group, James Painter, commented:

“I’m extremely proud of what the team at Enhance has achieved over the past 12 years through exceptional organic growth. We have already experienced rapid expansion and now have full service offices in five jurisdictions across the globe. However, we now want to take this to the next level and felt that the time was right to work with a strategic partner. We are delighted to have the opportunity to have secured investment from the FSOIF. This partnership is well suited to our goals of continued growth through delivering client focused treasury and investment solutions and will bring an exciting new dimension to our business in 2017.”

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