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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”.

 

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”.

 

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.”

 

STEP and Enhance’s Partnership for the Annual Private Client Awards

Author: Barry Hardisty, Managing Director, Enhance Jersey 

Barry Hardisty

Enhance has been involved with STEP’s annual Private Client Awards for 6 years now, providing the judges with data analysis to give a clear picture of what firms submitting applications for ‘Investment Team of the Year’ have achieved over the last 12 months.

Using proprietary fintech software, the analysis reviews investment performance and risk over various time periods to confirm that investors have received good results.

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:

  • your main or flagship strategy
  • a definition of your investment strategy and the appropriate benchmark
  • a sample portfolio valuation that reflects the relevant strategy
  • 36 months’ worth of performance data
  • asset and 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.

We then use your data (with strict confidentiality!) to provide the judges with clear analysis. Importantly, our software not only crunches the numbers, it presents the results in a meaningful way. We pull out visuals as part of a detailed report using “heat maps”, allowing for easy comparison and ensuring managers’ performances are presented on a common platform so the judges are truly comparing like-for-like.

Screen Shot 2016-04-22 at 14.41.43

 

The data we provide enables the STEP judges to interpret performance and risk more clearly, and ensures their decision-making process is robust – but it’s important to highlight that our data presentation works alongside the judges’ expertise, not as a replacement.

For all of us working in an advisory capacity, technology plays an important role in making processes clearer, and automatic where possible, and in transforming data into something dynamic that can inform and refine strategies. By harnessing powerful software, we are providing a better service to clients, always aware however that building up trusted partnerships is indispensable in our line of work. The judging process of the STEP Private Client Awards reflects the importance of this synergy.

We wish everyone the best of luck with their submissions.

 

Enhance Group Welcomes Tom Wiseman as Managing Director of their London Office

7Enhance_Nov-HR

Enhance Group, a leading Investment Consultancy firm with FinTech at its core, today announced that it has appointed Tom Wiseman as Managing Director of their London office.

The London office was opened in September 2014 as part of the company’s growth into several strategic locations, which included office openings in the Cayman Islands and Singapore. As the new Managing Director for the London Office, Tom Wiseman will be responsible for maintaining and building relationships with London-based clients, and overseeing local operations for Enhance’s clients with multijurisdictional requirements.

Tom Wiseman joins Enhance from Seven Investment Management (7IM) LLP, where he was a Relationship Manager and Partner. He managed discretionary investment portfolios for the clients of Independent Financial Advisers before helping to establish 7IM’s direct to client proposition, where he provided multi asset investment strategies, securitised lending and cash management to a small number of wealthy families and their associated structures.

Tom is a Chartered Wealth Manager and Chartered Member of the Chartered Institute for Securities & Investment.

Tom Wiseman commented:

“Having worked alongside Enhance as an Investment Manager in recent years, I was attracted to the company’s independence and their resultant ability to offer clients genuinely objective advice. I’m looking forward to providing my clients with this same objectivity, and developing our London team to continue to deliver exceptional consultancy services to investors and their trusted advisers.”

 James Painter, CEO of Enhance, commented:

“I’m delighted to welcome Tom to the Enhance team. His experience and credentials make him ideally suited to managing and developing our London office, and I look forward to him applying his considerable expertise and insights as we continue to grow and develop as a company.”

Enhance Group Announce New Managing Director For Jersey

Barry Hardisty

The Enhance Group, a leading provider of investment oversight services in the fiduciary sector, is delighted to announce Barry Hardisty’s promotion to Managing Director of Enhance’s Head Office in Jersey amid the company’s continued global growth.

Barry has 19 years experience in the finance sector and has specialised in the management and oversight of investment solutions. Whilst at Canaccord Genuity Wealth Management he managed and advised on portfolios for Trustees and private clients. Previously he had been Head of Investment Services at Mourant Private Wealth where he was responsible for reviewing trust portfolios and selecting investment management providers. He has been director at the Enhance Group since July 2014 and is a member of the Chartered Institute for Securities and Investment.

Alongside Barry’s appointment, the company continues to go from strength to strength. James Painter has taken the role of Chief Executive Officer of The Enhance Group, Richard Sayers retains responsibility for client service in his new role as Chief Customer Officer, while Oliver Mourant is responsible for the Group’s overall operations as Chief Operating Officer.

Following his appointment, Barry Hardisty commented:

“I have greatly enjoyed my time as Director at Enhance and I am delighted to continue my journey with the company as Managing Director of Jersey’s Head Office. This is an exciting time of growth for the company and I am pleased to be part of it.”

James Painter, Chief Executive Officer of Enhance, added:

“I am delighted that Barry has stepped up to this role. He has already applied his excellent skills and expertise as Director to contribute to our global growth and I look forward to seeing his application of them in this new capacity.”

New Senior Appointment for Enhance Headquarters

 

Rob Duarte

Enhance, a leading provider of investment oversight services, appoints Rob Duarte as Head of Managed Portfolio Indices for the organisation.

Rob’s key focus will be the development of the Trustee Managed Portfolio Indices (TMPI). He will strengthen relationships with the investment managers involved with TMPI and will work to develop awareness amongst STEP members and private client practitioners regarding the use of TMPI as an aid in the selection of suitable investment strategies.

Rob has 17 years experience working in the finance industry, predominantly within hedge funds and international banking. In his most recent role as Senior Associate Director at Standard Chartered Bank, Rob was responsible for regional market management with a specific focus on East and Southern Africa.

Following his appointment, Rob Duarte commented:

“I am delighted to accept this role and am excited to have an opportunity to build on the valuable STEP member service provided by Enhance. I look forward to forging strong working relationships with those involved with TMPI and delivering positive results to support the rapid business growth.”

James Painter, Managing Director of Enhance, added:

“I am thrilled that Rob has joined our team. I am confident that he will make an immediate impact to our business offering and global expansion, particularly within the development of TMPI. I look forward to working with him.”

New Business Development Manager at Enhance London Office

Zoe Avenell

Jersey-based investment company Enhance Group Limited, welcomes Zoe Avenell to the recently opened London office as a Business Development Manager.

Zoe’s new role as Business Development Manager involves implementing the newly established EnhanceFX foreign exchange, payments and the advanced reporting platform. Zoe will also assist Enhance with new product development, as well as the marketing and development of all Enhance Group services.

Zoe has previous experience working within the Foreign Exchange and Treasury markets in London, where she has built a wide network within the industry. Previously, Zoe led the UK partnerships at AFEX where she was responsible for establishing a new revenue stream by leveraging on existing corporate clients. Her previous experience supporting investment management companies will provide new opportunities across all facets of the business.

Following her appointment, Zoe Avenell commented:

“I am very happy to have joined Enhance. I am looking forward to supporting and developing areas of growth over the coming years and building on some of my existing relationships, to provide new prospects and opportunities for the business.”

James Painter, Managing Director of Enhance, commented on the appointment:

“I am delighted that Zoe has joined the team in London. Her expertise, skills and contacts will strengthen our business offering and increase our ability to support further growth of the business. I am confident she will make an immediate impact to the business and I look forward to working with her”.

Enhance Welcomes New Director

Enhance, a leading provider of investment oversight services in the fiduciary sector, is delighted to announce that Barry Hardisty has joined the company as a Director.

Barry has 19 years experience in the investment industry, managing, advising on and monitoring portfolios for Trustees and private clients,  he is a member of the Chartered Institute for Securities and Investment. In his previous role as a Senior Investment Manager at Canaccord Genuity Wealth Management, Barry was in charge of managing a variety of multi asset class portfolios, servicing an extensive variety of clients, as well as being a UK Stock Selection Specialist.

Following his appointment, Barry Hardisty commented:

“I am delighted to be working at Enhance and I am very much looking forward to supporting their growth over the coming year. Enhance is at a very exciting stage right now, with significant international expansion quickly progressing”.

James Painter, Managing Director of Enhance, added:

“I am delighted that Barry has joined our team. His excellent skills and expertise will strengthen our offering and I’m confident that he will make a direct impact and be a major contributor to our global development.”

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