Trustees oversee investment assets on behalf of a large number of global families, often allocated across multiple Investment Managers and Custodian Banks to achieve appropriate diversification. Under the Trustees Act 2000, widely considered to be the gold standard legislation governing fiduciary responsibility, Trustees are obliged to regularly monitor the investment assets they oversee on a client specific basis. This creates a complex web of investment mandates and associated data that Trustees must analyse and act upon to operate in their clients’ best interests and mitigate their own litigation risk.
Big Data collection and transformation techniques can be harnessed to create a common analytical framework to assess portfolio performance, risk and holdings against client-specific criteria. The right combination of technology enables ongoing investment suitability assessment at scale and at competitive price point, removing manual workflows and subjective assessment techniques to achieve an auditable, quantitative investment review result. During this webinar Enhance will knowledge share the key aspects of their technology based approach to fiduciary investment monitoring.
Tom Wiseman, Chief Executive of Enhance Group
Tom oversees the multi-jurisdictional investment monitoring and advice activities from Jersey headquarters. Prior to relocating to Jersey, Tom was Managing Director of Enhance in London, establishing our Consultancy practice with Dr Ruzhen Li and continues to actively advise a small number of families and institutional investment clients.
Justin Simpson, Chief Operating Officer of Enhance Group
Justin has primary responsibility for the ongoing operations of the Group; overseeing systems, product development and project implementation. In addition he sits on the board of the Jersey regulated business (Enhance Wealth Consultancy Limited), and sits on the Executive Committee and chairs the Operations Committee.
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