Enhance Group - Case Study

Enhance turns complex investment arrangements into clear, actionable portfolio monitoring and advice for fiduciaries, family offices and charities.

Stats: 

• 15 client jurisdictions
• 800+ Manager universe
• 9,000+ portfolios on Mosaic
• $50bn+ under Monitoring

Platform 

Mosaic — Enhance’s proprietary, cloud-based hub for portfolio monitoring, dashboarding, workflows and governance.

The Problem 

Fiduciary investors often oversee multiple portfolios across different managers and custodians. That makes governance heavy: data arrives in many formats, policy checks are manual, and review cycles can be slow. Boards and protectors want independent evidence that their managers are meeting mandate, risk and return targets — but teams lack a single, trusted view to compare performance, spot compliance flags and document actions. In short: fragmented data and manual processes raise cost and risk for TCSPs.

The Solution 

Outcomes: 

• Clear, benchmarked performance and risk per portfolio (Enhance Rating).
• Mandate compliance checks with specific “Action Points”.
• Consolidated client and practice-level reporting.
• Standardised transactions and holdings data packs for downstream accounting systems, i.e. bookkeeping optimisation.
• Specialist consultancy with CFA/CISI-accredited advisers.

How it works: 

1. Secure ingestion of transactions/holdings from managers and data providers.
2. Mosaic applies analytics (EMAP/benchmarks) to score risk/return.
3. Policy checks create “Action Points” and audit trails.
4. Reports/dashboards for portfolio, client and practice levels; optional advisory services.

Why Jersey 

• Close to decision-makers. Jersey concentrates banks, trust companies and fund administrators in one compact ecosystem: with an extensive roster of regulated trust company businesses.
• Community & visibility. Enhance is part of Digital Jersey and Jersey Finance. Supporting growth, events, and warm introductions across the market.

About Enhance 

Enhance Group is a Jersey-based owner-managed firm delivering independent investment monitoring and consultancy services to fiduciaries, family offices, and charities worldwide.

Enhance offers impartial oversight and expert advice to help clients navigate complex financial landscapes.

The firm combines thoughtfully designed technology with a team of CFA and CISI-accredited professionals to provide clear, actionable insights into portfolio performance, governance, and risk. Its services are structured around two core pillars: Monitoring, which delivers transparent reporting and analysis, and Consultancy, offering bespoke investment advice and oversight.

Enhance Group operates through various entities, including Enhance Wealth Consultancy Limited, authorised by the Jersey Financial Services Commission. The company’s strength lies in its integrated approach – bringing together investment, data, and software experts to support a global client base from its headquarters in Jersey.