Portfolio

Co-ordinated investing

An investment manager selection service utilising platform technology to offer co-ordinated investing on assets of any size.

At a glance

€£$

Base currency options

3

Investment risk profiles

0.4%

Maximum Consultancy Fee

A platform approach.

Enhance Portfolio is an end-to-end investment management solution for assets of any size; delivering optimum performance, risk management and administration through modern platform technology. One advice relationship, one investor account and one fee.

Delivered by our experienced Advisory Team, the service combines the benefits of Enhance’s advice, Investment Committee and EMAP monitoring with leading tax compliant Investment Manager solutions and centralised offshore custody from Praemium International.

With investment options available across a full spectrum of risk profiles in GBP, USD and EUR, each multi-asset portfolio is managed to a defined Investment Policy. Investment Managers can be substituted easily on the platform to ensure consistent, best-in-class outcomes.

Investing made easy.

Portfolio

01 Managed

A regulated advice agreement with Enhance provides access to our strategic advice, third party investment management and centralised offshore custody from leading industry providers.

02 Compliant

Each Portfolio profile is governed by an Investment Policy to ensure that Investment Managers adhere to suitability criteria, agreed at the outset with investors through our Investment Objectives Evaluation.

03 Global

Investment Managers are afforded a global mandate in either GBP, USD or EUR to invest in Equities, Bonds and Cash along with Alternatives should they have a demonstrable specialism in this area.

04 Efficient

One investor account with one offshore custodian ensures simplicity of onboarding, portfolio implementation and future Investment Manager substitution should our Investment Committee recommend change.

Get in touch

Learn more about how Enhance Portfolio can work for your business.

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