Tatton’s former head of investment joins Enhance
Latest hire brings institutional investment expertise to the firm
Latest hire brings institutional investment expertise to the firm
The former heads of C. Hoare & Co Wealth Management, James Hoare and Annamaria Koerling, together with Andrew de la Haye, deputy managing director of First Names Group, have acquired a majority stake in index provider Enhance MPI.
The phrase “most hated bull market in history”, seems to have crossed many wealth managers’ lips in 2017, and portfolios have started to reflect a growing unease over how long markets can continue to rise.
The Enhance Group has announced a new chief executive as it looks to increase the governance and management structure of its head office.
The Enhance Group has launched a new tool for wealth managers to help better monitor their investment service providers.
Barry Hardisty joined Enhance, an investment oversight services provider in the fiduciary sector, as director last week.
Portfolio Adviser has been appointed the media partner for the new Trustee Managed Portfolio Indices, launched by the Society of Trust and Estate Practitioners and produced by the Enhance Group.
Jersey-based investment consultancy firm Enhance has launched a set of indices to challenge the monopoly of the Apcims benchmarks in the wealth management sector.
While the demand for such services is increasing hugely, and despite the work done by a whole host of companies who monitor discretionary wealth managers – investment and overall propositions – a meaningful comparison is still far too difficult to come by.
Enhance Group continues its expansion with the hire of Jon Cattell as a consultant.
Portfolio analysis carried out by Enhance shows a strong first quarter to the year though director Lee Quemard predicts tougher months are ahead.
Analysis by Enhance Investment Reporting shows that the most aggressive private client portfolios lost as much as 25% in Q3.