Enhance Portfolio · Enhance Portfolio is a true end-to-end investment management solution for...
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Enhance Portfolio is a true end-to-end investment management solution for portfolios of any size; delivering optimum efficiency, risk management and administration. The service combines the benefits of Enhance’s advice, research and monitoring delivered by our experienced team with best of breed independent investment management and centralised custody. Trustees and Family Offices are facing increasing challenges when appointing discretionary investment managers, especially for smaller portfolios where administrative fees are often disproportionately high. It’s unsurprising that many trustees are forced to consider compromises for their investors. It doesn’t have to be this way. Enhance Portfolio works like a fully outsourced system, providing investment suitability advice, third party investment management, centralised custody and monitoring, all across one independent platform. A best of breed approach. Against a backdrop of widespread regulatory change and risk, there has never been a greater need for strategic investment advice and oversight. Enhance Portfolio Co-ordinated investing An investment manager selection service utilising platform technology to provide a co-ordinated investment solution for investors of any size. 27 INVESTMENT OPTIONS ACROSS MODEL PORTFOLIOS & MULTI-ASSET FUNDS €£$ BASE CURRENCY OPTIONS 3 LOW, MEDIUM & HIGH RISK PROFILES ALIGNED WITH STEP STANDARDS Direct: +44 (0) 1534 761510 Switchboard: +44 (0) 1534 761500 [email protected] www.enhance.group Enhance Wealth Consultancy Limited 3rd Floor 29-31 Esplanade St Helier Jersey JE2 3QA
Transcript of Enhance Portfolio · Enhance Portfolio is a true end-to-end investment management solution for...
Enhance Portfolio is a true end-to-end investment management solution for portfolios of any size; delivering optimum efficiency, risk management and administration. The service combines the benefits of Enhance’s advice, research and monitoring delivered by our experienced team with best of breed independent investment management and centralised custody.
Trustees and Family Offices are facing increasing challenges when appointing discretionary investment managers, especially for smaller portfolios where administrative fees are often disproportionately high. It’s unsurprising that many trustees are forced to consider compromises for their investors.
It doesn’t have to be this way. Enhance Portfolio works like a fully outsourced system, providing investment suitability advice, third party investment management, centralised custody and monitoring, all across one independent platform.
A best of breed approach.
Against a backdrop of widespread regulatory change and risk, there has never been a greater need for strategic investment advice and oversight.
Enhance PortfolioCo-ordinated investing
An investment manager selection service utilising platform technology to provide a co-ordinated investment solution for investors of any size.
27INVESTMENT OPTIONS ACROSS MODEL
PORTFOLIOS & MULTI-ASSET FUNDS
€ £$BASE CURRENCY
OPTIONS
3LOW, MEDIUM & HIGH RISK PROFILES
ALIGNED WITH STEP STANDARDS
Direct: +44 (0) 1534 761510Switchboard: +44 (0) 1534 [email protected]
Enhance Wealth Consultancy Limited
3rd Floor29-31 EsplanadeSt HelierJersey JE2 3QA
Find out how we can help you optimise your investment performance.
Specialist reporting and 24/7 online access to live portfolio data. Enhance Portfolio enables investors to interact with their money at any time or place.
02/ Powerful tools
Using our institutional economies of scale, Enhance Portfolio is a cost effective investment solution for portfolios of any size.
03/ Cost-effective
04/ One-step process
Open one investment account and delegate manager selection and monitoring to our proven research process.
Maximise operational efficiency and significantly reduce administrative burdens through the use of platform technology, all while mitigating risk by relying on Enhance’s regulated advice service.
01/ Streamlined efficiency
Dr Ruzhen Li, CFAHead of Advisory
Direct: +44 (0) 1534 761510Switchboard: +44 (0) 1534 761500Email: [email protected]
13+ years experience in working closely with fiduciaries to provide investment advice to international families with complex cross-border and cross-generation planning needs. Having been academically trained with two first class Bachelor’s degrees and a PhD in Science before starting her professional career with Deloitte and became a CFA Charter holder, Dr Li brings not only exceptional diligence and technical skills, but also a uniquely global perspective as a well travelled native Chinese into our advisory services. Dr Li is fluent in English and Mandarin.
Enhance Wealth Consultancy Limited is regulated by the Jersey Financial Services Commission to conduct investment business under the Financial Services ( Jersey) Law 1998.
