Enhance Group
Enhance Group is an independent Jersey-based investment governance specialist that provides portfolio monitoring, independent manager selection, and a Connect digital platform exclusively to the global trustee community of trust companies, family offices, and charities.
- Company typePrivate
- Founded2005
- HeadquartersSt. Helier
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Enhance Group does
Enhance Group is an independent, Jersey-based investment governance specialist founded in 2005 that serves the global trustee community, including trust companies, family offices, charities, private banks and corporate service providers. The firm operates through three core offerings: Monitor (quarterly portfolio monitoring with mandate compliance checks, allocation X-rays, benchmark statistics and action points), Select (independent manager selection using a disciplined 5P process — Performance, Process, People, Price, Planet — delivered by CFA and CISI-accredited investment experts and overseen by an independently chaired Investment Committee), and Connect, the proprietary digital governance platform that delivers interactive dashboards, flexible reporting, workflow tools, integrated bookkeeping data and ecosystem integrations. Connect is built on a cloud-native, API-first architecture (resource-oriented JSON:API, OpenAPI documentation) and aggregates data feeds from hundreds of investment counterparties, normalizing them into a universal double-entry bookkeeping schema designed to interoperate with any trust admin or accounting system.
The business model is enterprise B2B with subscription-based recurring revenue: Monitor is a fixed quarterly fee per portfolio, Monitor Plus adds AUM-linked percentage pricing, Select is a tiered percentage fee on assets under advice applied at family-group level (minimum £1m grouped by family), and a modest API maintenance fee is charged only to clients using systems integrations. Go-to-market is consultative and relationship-led, with dedicated Governance Managers for Monitor clients and Investment Consultants for Select clients, supported by content marketing, publicly available Market Data and Peer Groups, and direct enterprise sales motions. The firm is privately owned with approximately 80% staff equity participation, no external financing, and is debt-free and profitable, funding ongoing investment in talent and technology through reinvestment of profits. As of late 2025, Enhance reports $50bn+ assets under reporting across 7,000+ accounts on Connect and $5bn+ assets under advice across more than 100 Select client groups.
Enhance Group firmographics
Firmographics- Name
- Enhance Group
- Legal name
- Enhance Group Limited
- Website
- https://enhance.group
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Enhance Group is an independent Jersey-based investment governance specialist that provides portfolio monitoring, independent manager selection, and a Connect digital platform exclusively to the global trustee community of trust companies, family offices, and charities.
- Ownership category
- akta.pro rank
Enhance Group industry classification
Industry- Product category
- Investment Governance Services
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)
- akta.pro secondary industries
- Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH), Fund Governance Support (Board/Trustee, Minutes, Policies, Oversight) (FSAAAMAH)
Keywords
Where Enhance Group is headquartered
LocationHeadquarters
- HQ city
- St. Helier
Offices1 record
Markets served
Enhance Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Monitor Service (Portfolio Monitoring): Fixed quarterly fee per portfolio, regardless of size, complexity, or asset value. Discounts available for trust companies with multiple entities and portfolios. Includes access to Connect platform.
- Select Service (Manager Selection): Tiered percentage consultancy fee based on total assets under advice, applied at family group level so all entities benefit from combined economies of scale. Includes platform fee from private banking partner for custody and execution, plus modest admin charges. Select clients also receive Monitor reviews and Connect access bundled into their single consultancy fee.
- API Maintenance Fee: Modest API maintenance fee charged only to trust companies utilizing systems integrations via the Connect API for secure, unlimited data connectivity to target admin or accounting systems.
- Onboarding Fees: Potential onboarding charges for new client setup, in addition to portfolio-level service fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | Monitor - Fixed Fee: Volume-based pricing |
| Subscription | Quarterly | Monitor Plus - Fixed Fee: Percentage fee AUM-based pricing |
| Subscription | Quarterly | Select - Percentage Consultancy Fee |
| Subscription | Annual | API Maintenance Fee |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Enhance Group product offering
Product offeringCore offering
Enhance Group provides independent investment governance services to trust companies, family offices, and charities through three integrated offerings: Monitor (quarterly portfolio monitoring with ratings, mandate compliance checks, and action points), Select (independent manager selection using a 5P research framework delivered by CFA/CISI-accredited consultants), and Connect (a purpose-built digital governance platform providing interactive dashboards, flexible reporting, bookkeeping data, workflow tools, and ecosystem integrations with trust admin systems).
Product overview
Enhance Group offers a three-service investment governance solution: Monitor (portfolio monitoring), Select (manager selection), and Connect (digital governance platform). The architecture is a platform-plus-services model where Connect serves as the central digital hub powering both Monitor and Select. Monitor delivers quarterly investment reviews with actionable insights, ratings, and mandate compliance checks. Select provides independent manager selection using a 5P research process implemented via a private banking platform. Both services are delivered through the Connect platform, which provides interactive dashboards, flexible reporting, bookkeeping data, workflow tools, and ecosystem integrations with trust admin and accounting systems.
Differentiator
Problem solved
Functional benefit
Products and services
- Monitor Comprehensive portfolio monitoring service providing trustees with actionable quarterly insights including Enhance rating (1-5 scale), mandate compliance checks, benchmark statistics, allocation X-rays, and action points. Delivered through the Connect platform and priced as a fixed quarterly fee per portfolio regardless of size or complexity.
- Select Independent manager selection and investment consultancy service using a disciplined 5P process (Performance, Process, People, Price, Planet) to identify best-in-class active, passive, and alternative investment managers. Delivered by CFA and CISI-accredited experts and supported by an independently chaired Investment Committee. Includes objectives evaluation, portfolio structuring, investment policy development, review meetings, and implementation via private banking platform.
- Connect Purpose-built cloud-native investment governance platform with API-first architecture providing interactive dashboards, flexible reporting, bookkeeping data, integrated admin, and workflow tools. Includes the Connect API (JSON:API specification, OpenAPI documented) enabling secure, unlimited data connectivity to trust admin and accounting systems. Free for Monitor and Select clients; optional API maintenance fee for integrations.
Quantifiable outcome
- Monitor 7,000+ portfolios across 800+ investment managers globally
- +2 more outcomes
Companies that use Enhance Group
Customer profileNamed customers7 records
Segments7 records
Ideal customer profiles3 records
Enhance Group technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature6 records
Enhance Group partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and supporting.
- PlainSailcoreEcosystem partnership with leading trust admin platform used by trustee community. Core integration enables automated data transfer of investment counterparty data.
- QuantioscoreEcosystem partnership with trust admin and accounting system. Core integration enables automated data transfer of investment counterparty data.
- Vega TechnologycoreEcosystem partnership with trust admin platform. Core integration enables automated data transfer of investment counterparty data.
- CoreFocusXcoreEcosystem partnership with trust admin and accounting system. Core integration enables automated data transfer of investment counterparty data.
- OptificoreEcosystem partnership with trust admin platform. Core integration enables automated data transfer of investment counterparty data.
- Implementation PartnerssupportingIndependent technical consultants who know how to work with Connect's API and can build custom integrations for trustee clients when core integrations do not exist. Enhance does not take referral fees for introductions.
Scale indicators7 records
Recent moves6 records
Expansion highlights5 records
Enhance Group competitors and assessment
Company assessmentEmerging players
- SEI Investments: Provider of investment platforms and outsourced investment management for wealth managers and family offices — overlaps with Enhance's integrated Monitor + Connect + Select workflow at the platform layer, with a US bias and broader wealth focus.
- Addepar: Modern wealth-management technology platform serving large RIAs, family offices and endowments with portfolio analytics, reporting and benchmarking — competes in the same end-customer use cases but through a software-first, US-centric model rather than consultancy services.
- Praemium: Wealth-management platform offering portfolio reporting, SMA administration and investment governance tools — comparable to Connect's technology-led, reporting-and-governance approach for advisor and family-office clients.
Broad incumbents
- Aon: Global professional services firm with a sizable investment consulting practice serving pension schemes, endowments and HNW clients — competes in the same manager-selection and governance category but within a much broader risk and advisory portfolio.
- Russell Investments: Global investment solutions firm combining manager research, OCIO/mandate implementation and consulting — overlaps with Enhance's Select and Monitor offerings, especially for institutional and family-office segments.
- Mercer: One of the world's largest investment consulting franchises, offering manager research, portfolio monitoring and governance support to institutional and HNW clients — a much broader incumbent spanning multiple of Enhance's customer segments.
- Cambridge Associates: Global investment consulting firm advising foundations, endowments, family offices and pensions on manager selection and portfolio construction — overlaps with Enhance's Select service at the larger, US-rooted incumbent end of the market.
- Willis Towers Watson (WTW): Global advisory firm offering investment consulting, manager research and fiduciary services to institutional investors and wealth clients — comparable in manager-selection and governance capabilities, but at much larger scale and scope.
Direct peers
- Elston Consulting: UK investment research and consulting firm providing independent manager research and portfolio oversight to wealth managers, family offices and trustees — comparable in size, geography and service mix to Enhance.
- Asset Risk Consultants (ARC): UK-based independent investment performance and risk analytics firm serving the global trustee, family office and charity community — the closest direct comparable in mission, customer base and trustee-specialist positioning.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks7 records
Key highlights7 records
Customer concentration
Enhance Group social profiles
Digital presenceEnhance Group compliance and trust
Trust signalCompliance3 records
Enhance Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Enhance Group leadership team
Management profileNumber of profiles
Profiles6 records
Enhance Group subsidiaries and ownership
Company hierarchySubsidiaries2 records
Enhance Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Enhance Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Enhance Group
What does Enhance Group do?
Enhance Group provides independent investment governance services to trust companies, family offices, and charities through three integrated offerings: Monitor (quarterly portfolio monitoring with ratings, mandate compliance checks, and action points), Select (independent manager selection using a 5P research framework delivered by CFA/CISI-accredited consultants), and Connect (a purpose-built digital governance platform providing interactive dashboards, flexible reporting, bookkeeping data, workflow tools, and ecosystem integrations with trust admin systems).
Is Enhance Group a public or private company?
Enhance Group is a private company. It is classified as management employee owned and is currently operating.
When was Enhance Group founded?
Enhance Group was founded in 2005. It employs 11 to 50 people.
Where is Enhance Group based?
Enhance Group is headquartered in St. Helier.
How does Enhance Group make money?
Four revenue lines are on record. Monitor Service (Portfolio Monitoring) is the primary driver. The others are select Service (Manager Selection), API Maintenance Fee and onboarding Fees.
Who are Enhance Group's main competitors?
Emerging players on record are SEI Investments, Addepar and Praemium. Broad incumbents are Aon, Russell Investments, Mercer, Cambridge Associates and Willis Towers Watson (WTW). Direct peers are Elston Consulting and Asset Risk Consultants (ARC).
Does Enhance Group have an API?
Yes. Connect provides a resource-oriented API with first-class relationships, allowing data to be modelled and navigated in a way that reflects real-world connections between portfolios, investment managers, reviews, and transactions. The API follows the JSON:API specification, ensuring a consistent structure, predictable relationships, and support for features such as compound documents and relationship traversal. It provides access to portfolio properties, holdings valuations, itemised transactions mapped to a bookkeeping standard, review reports in PDF form, action points and portfolio reference data. Integrations are delivered via token-based access with controlled key provisioning (sandbox for testing and production for live use). Security is enforced end-to-end through token management and platform-level controls. Developer documentation is at connect.enhance.group.
What industry is Enhance Group in?
Enhance Group's product category is Investment Governance Services. Its primary akta.pro industry code is FSAAABAH, Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments), with a secondary code of FSAEAKAH, Charitable Giving & Philanthropic Trust Advisory. Its NAICS code is 523940 and its SIC code is 6282.