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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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An Evening with David Tait, MBE, for NSPCC Jersey

On 14th September at Twenty Eight, Halkett Place, David Tait, MBE spoke about how scaling some of the world’s highest summits was not in fact his greatest challenge in life. David suffered childhood abuse, so understands more than most the horrors that vulnerable children face everyday.

As a recent FT article on David described his journey as “ A brave ascent from childhood abuse” David is also famous for his NSPCC fundraising expeditions to the Himalayas.

David Tait, MBE, built a successful career in international investment banking spanning 22 years. He spent most of his professional life involved in risk management, holding Director and Executive Director positions in global organisations such as Credit Suisse Group. His drive and commitment also stretched to his personal life, and his ability to succeed enabled him to become the first person ever to complete the North-South traverse of Everest in 2007 – and he holds the record to this day. He went on to climb Everest five times, and faced his latest challenge in 2015 when his attention moved to K2.

To date David has raised over £1M for NSPCC.

Enhance Group was a proud supporter of this event – an evening with David Tait MBE in support of NSPCC Jersey.

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Enhance sponsor 9th annual John Usher Memorial Lecture

Enhance will sponsor the 9th annual John Usher Memorial Lecture (JUMP) and champagne cocktail event taking place in Geneva on Thursday 3rd November.

JUMP is a highlight of the industry calendar, bringing together members of industry to commemorate the life and work of Roger John Usher, who served as Honorary Secretary of the former Suisse Romande Branch of STEP from its inception in 1992.

This year’s guest speaker, former UKIP leader Nigel Farage promises to follow the tradition of providing a lecture that is both challenging and interesting in honour of John Usher.

Enhance’s sponsorship of this event in Geneva also coincides with the recent establishment of Enhance Group in Switzerland and represents the company’s ongoing support of STEP.

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Enhance to Support Portfolio Adviser’s Wealth Manager Awards for Fifth Year Running

jsimpson_enh

Enhance Group has been appointed as the Performance Analyst for the Portfolio Adviser Wealth Manager awards which will take place in London on 26th January 2017. This will be the fifth year in a row Enhance has provided support in this role.

The awards provide an opportunity for wealth managers who make fund selection and asset choices for clients to be recognised for excellence in their field. Applicants are able to enter portfolios for the following categories, the majority of the categories will have two winners representing a boutique firm and a large firm:

• Absolute Return Portfolio
• Aggressive Portfolio (boutique and large)
• Balanced Portfolio (boutique and large)
• Cautious Portfolio (boutique and large)
• Media Marketing Award

The independent judging panel will feature senior representatives from a number of leading establishments covering law, finance, accountancy, consultancy and trust. All the portfolios entered will be judged based on quantitative data and companies will be awarded on their ability to run client money according to the category they have entered.

Justin Simpson, Director of Enhance Wealth Consultancy Limited, commented:
“We are proud to once again support the Portfolio Adviser Wealth Manager Awards as Performance Analyst. 2017 marks the awards’ fifth year and I’m delighted that Enhance has had the opportunity to be part of the journey since its inception. As a forward thinking firm, we are constantly looking for ways to innovate, and each year we change the way we analyse data to simplify and improve our process. While there are many awards out there, we applaud Portfolio Adviser for providing a channel to recognise wealth management excellence that is independent, robust and based on what truly matters: delivering results.”

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Enhance Expands its Jurisdictional Footprint with Geneva Office Opening

James-Painter

Enhance Group Limited has today announced the launch of a new operation in Geneva.

The new Enhance Geneva office will provide a full service offering to current and prospective clients seeking investment oversight, investment consultancy, investment reporting, wealth consultancy and treasury services.

The announcement follows a period of substantial growth for Enhance, with new offices opened in London, the Cayman Islands and Singapore over the last 2 years. The company also announced this month the launch of its new Enhance Investment Consultancy offering in London.

CEO of Enhance, James Painter, will be heading up the new operation in Geneva. He commented:

“We see Geneva as an increasingly important operational base with a concentration of world class financial service providers. We are pleased to expand our jurisdictional footprint with an expansion into the Swiss market.”

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Enhance Continues Support for STEP With Sponsorship of STEP Global Congress

James-Painter

Enhance is sponsoring and exhibiting at the upcoming STEP Global Congress, which is taking place in Amsterdam from 30th June until 1st July.

STEP is the worldwide professional association for those advising families across generations, with over 20,000 members across 95 countries. Their Global Congress will be attended by hundreds of delegates from the legal, trust and investment sectors. This will be the organisation’s second Global Congress and the first one to be held in Europe.

Enhance’s sponsorship of the STEP Global Congress follows their continued sponsorship of STEP’s international and domestic conferences, which saw Enhance exhibiting in Toronto, South Africa and Singapore in the last 7 months alone.

CEO of Enhance James Painter and Business Development Manager Zoe Avenell will be in attendance to head up the Enhance stall and meet with delegates.

James Painter commented:

“Enhance has been a proud supporter of STEP for many years now, and their Global Congress is a particularly fantastic opportunity for practitioners across industry to meet and share knowledge and best practice. We look forward to attending this Global Congress and meeting with delegates to share insights on the work of Enhance to a global audience.”

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