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In a fast-changing world, we provide the independent insight necessary to stay relevant and deliver consistently strong results for investors.
Enhance Monitoring delivers independent reviews of portfolio performance, risk and suitability, highlighting quantitative and qualitative mandate deviations to help keep investment managers on track. Our quarterly management reports provide impartial insights into performance and activity, identifying clear action points for each investor to explore with their managers and advisers.
That’s why we score every manager and portfolio using our proprietary Enhance Manager Analysis Programme, a quantitative and algorithm based monitoring technology.
In addition to measuring performance, our review writers go beyond the numbers to examine how each manager executes on their given investment mandate, continually assessing the appropriateness and suitability of the investment strategy. We believe this level of proactive due diligence sets Enhance Monitoring apart.
For us, investment manager selection is only the beginning.
Portfolios only perform as well as the people that manage them.
A rigorous and independent overview of investment exposures encompassing performance, risk, suitability and compliance.
Enhance MonitoringDelivering clarity
750+INVESTMENT OFFICES
MONITORED
4500+REVIEWS EVERY
QUARTER
$40bn+ASSETS UNDER
REPORTING
[email protected]: +44 1534 761 500 London: +44 203 950 6677
Enhance Group Limited
3rd Floor29-31 EsplanadeSt HelierJersey JE2 3QA
Find out how we can help you optimise your investment performance.
Lee Quemard, DIP PFSHead of Monitoring
Direct: +44 (0) 1534 761522Switchboard: +44 (0) 1534 761500Email: [email protected]
During times of market volatility, our reporting systems provide specific triggers to re-evaluate performance and streamline compliance and operations between investors and their investment managers.
02/ Intelligent monitoring
Alongside our proprietary monitoring technology, we put a team of investment qualified review writers at your disposal to provide timely market insights and in-depth suitability assessment and due diligence on investment managers.
03/ Qualitative overlay
04/ Managing complexity
We know how to manage complexity and ensure you keep a competitive advantage, even when multiple trusts and companies are held. Our Consolidated Reporting provides a clear understanding of how both individual and combined portfolios are performing in an actionable manner.
Reacting to change requires constant attention. Our suite of proprietary monitoring technology gives you a continual ‘ear to the ground’ when it comes to assessing risk, return and the profile of investment assets.
01/ Informed insight
With over 25 years’ experience in private banking, employee benefits and wealth management, Lee brings focused insights to Monitoring clients. Lee spent 16 years working with trustees and private clients, identifying banking solutions, best-fit investment strategies and top-performing investment managers.
Enhance Wealth Consultancy Limited is regulated by the Jersey Financial Services Commission to conduct investment business under the Financial Services ( Jersey) Law 1998.Enhance Group (UK) Limited is a private limited company registered in England and Wales, registered number 09180446. Enhance Group (UK) Limited is an Appointed Representative of Sapia Partners LLP, a firm authorised and regulated by the Financial Conduct Authority (FCA) FRN 550103.
