We find the optimum investment strategy by understanding our clients’ investment expectations and objectives.
Enhance is an independent Wealth Consultancy business, regulated by the Jersey Financial Services Commission, offering independent and impartial investment solutions. Our clients include fiduciaries across the globe, charities in Jersey, UK and the Isle of Man, family offices, pension funds, and private clients.
Our wide-ranging clients have unique investment requirements, which is why we ensure our investment solutions are appropriate and tailored to meet individual needs. We find the optimum investment strategy by understanding their investment expectations and monitoring a wide universe of investment managers to identify those who have robust strategic and operational controls and have demonstrated an ability to perform.
We take a disciplined and robust approach to identify, select and regularly assess the suitability of investment managers.
At Enhance, our quantitative and qualitative research on a wide number of investment managers gives us a thorough appreciation of the level of expertise within the industry. We can identify investment managers with credible expertise in certain mandate spaces. By monitoring thousands of live investment portfolios, we acquire an intimate understanding of the investment managers who demonstrate above-average risk-adjusted performance. For every client, we:
- Understand and document objectives and crucial information that will impact the choice of strategy
- Write an Investment Policy Statement (IPS) to clearly articulate the requirements
- Select investment managers with a proven pedigree for the chosen strategy
- Monitor the portfolio against the objectives in the IPS
- Review the investment managers to ensure they remain fit for purpose
- Regularly reappraise objectives
Our aim is to deliver long-term and successful investment solutions built on integrity, experience and professionalism. With an independent stance and impartial approach, we aim to provide the best results for our clients in all our investment solutions.
We offer specific services to assist with the delivery of holistic solutions, to complement our investment expertise.
In conjunction with the Wealth Consultancy business at Enhance, we recognise that our clients require regulated advice on a broad range of ancillary products, many of which are associated with investment management. We maintain service agreements with high-quality providers, enabling us to give advice on and to arrange:
- International Life Assurance investment contracts
- Life assurance protection products
- Pension schemes (both corporate and personal)
These financial planning services assist our clients in achieving their objectives, minimising taxation and protecting their assets and liabilities.