Enhance Investments

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Welcome

Impartial advice with productive solutions

Enhance Investments Limited provides investment consultancy services, performance and risk monitoring, and portfolio manager selection to high net worth individuals, charities and fiduciary structures.

Our aim is to ensure long term, successful investment solutions, which are built on integrity, experience and professionalism and which ultimately deliver strong results.

Enhances’ status as a genuinely independent company ensures an impartial approach to the delivery of all investment solutions.

Partnership

Wealth Planning

Enhance provides clients with the ability to make informed investment decisions, to meet investment expectations and avoid unwelcome surprises.

Our objectives are aligned with those of our clients to deliver appropriate investment solutions, transparency and accountability of investment performance and risk.

Identification

Portfolio manager selection

In a world characterised by volatile investment markets, identifying appropriate portfolio managers presents many challenges.

Our status as an independent company enables us to monitor a wide universe of portfolio managers and identify those who have robust strategic and operational controls, coupled with a demonstrated ability to perform.

Enhance offers access to some of the world’s leading portfolio managers.

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Risk & Return

Portfolio monitoring

Increased market volatility, staff mobility and corporate change, makes the ongoing review of a portfolio as important as the initial manager selection.

Enhance provides ongoing independent reviews of portfolio performance and risk, with an impartial assessment of the appropriateness of the investment strategy. We seek to make portfolio managers accountable for their investment decisions.

Through this continuous and disciplined monitoring process Enhance can highlight inappropriate risk before they become future investment losses.

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Guidance

Consultancy

Enhance understands that clients have unique investment requirements. It is our aim that every investment solution should be appropriate and tailored for the individual requirements.

By working with our clients to understand investment requirements and expectations, Enhance can ensure the optimum investment strategy is pursued to fulfil these objectives.

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Solutions

Integrity & Independence

We understand that the preservation and enhancement of wealth is of primary importance.

Our aim is to ensure performance expectations are met and that where risk is taken it is appropriate and commensurably rewarded. Where unsuitable risks are identified, we outline appropriate action.

The team has a wealth of experience in providing investment consultancy services, performance and risk monitoring, reporting and portfolio manager selection services to the fiduciary industry, charities and high net worth individuals.

Welcome to the team

Richard Sayers

Richard Sayers

BA (Hons) Chartered FCSI ACIArb

Managing Director

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James Painter

James Painter

FCSI

Director

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Oliver Mourant

Oliver Mourant

MCSI

Director

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Carmel O'Conner

Carmel O’Connor

BA (Hons) FCSI

Investment Consultant

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Justin Simpson

Justin Simpson

IMC ACSI

Investment Consultant

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Ray Bishop

Ray Bishop

FCSI ACIB

Investment Analyst

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Stuart McGarry

Stuart McGarry

BEd (Hons)

Investment Administrator

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Joeleen Le Couteur Harvey

Joeleen Le Couteur Harvey

Investment Administrator

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Welcome to the team

Richard Sayers

Richard Sayers

Richard holds the Personal Charter for the Chartered Securities and Investment Institute and is President of the Jersey Branch of the CISI.

Having worked in the investment industry for over fifteen years, his experience includes seven years as a discretionary portfolio manager specialising in trust and pension solutions. Richard has a thorough understanding of effective portfolio and risk management, due to his first hand experience as a portfolio manager and the actual management of money.

Previously, Richard has held positions with Barclays Private Bank & Trust and Royal Bank of Canada managing investment solutions for Trustees, including the selection and review of third party investment providers. Previously he provided stock broking services with the Equity Trading and Sales division of Matheson Securities.

Richard holds the Securities and Investment Institute Diploma and is President of the Jersey Branch of the SII. He is also an Associate Member of the Chartered Institute of Arbitrators and is on the STEP Panel of Experts.

Welcome to the team

James Painter

James Painter

James is a Director of Enhance Investments Limited.

With over 20 years experience in the finance sector, James has extensive experience both monitoring and managing investment portfolios. Prior to joining Enhance Investments, James was Senior Manager of Investor Services at Equity Trust, responsible for the monitoring and analysis of portfolios for Trusts based in Jersey, Guernsey, Geneva and the British Virgin Islands. James had previously been a portfolio manager for the Royal Bank of Canada based in London and Jersey, managing portfolios for trust, pension funds and private clients. He was also an investment manager at ABN Amro in Jersey and Zurich.

James is a Fellow of the Securities and Investment Institute, holding the diploma including papers in 'Private Client Investment Advice’, 'Regulation & Compliance' and 'Fund Management'. He is also qualified as General Representative having passed both the Securities and the Futures & Options papers and is an associate member of the Society of Technical Analysts.

Welcome to the team

Oliver Mourant

Oliver Mourant

Oliver is a Director of Enhance Investments Limited.

Oliver has over 10 years experience in the finance sector and is currently director of operations. He has been instrumental in the development of Enhances internal systems, processes and procedures.

Previously he worked for the Investor Services division of Equity Trust specialising in investment manager assessment and portfolio reporting. He focused on the centralisation in Jersey of the investment reporting service for offshore offices of Equity Trust, including the British Virgin Islands, Geneva and Guernsey.

He also worked for the fixed interest team at Standard Bank Stockbrokers in Jersey servicing institutional clients. He has held positions with Deutsche Asset Management and Westpac Bank in Sydney.

Oliver is a Member of the Securities and Investment Institute.

Welcome to the team

Carmel O'Connor

Carmel O'Connor

Carmel has worked as an investment consultant for fiduciary services for over 10 years. Before joining Enhance Investments she worked for Walbrook Group, which was subsequently acquired by Barclays. Prior to this she worked at HSBC Private Bank.

Carmel is well experienced in working with trustees and directors to identify the optimum investment strategy for trusts and fiduciary solutions, identifying leading investment managers and thereafter monitoring performance, risk and suitability.

Having graduated from Dublin City University with an honours degree in Humanities, Carmel subsequently passed the Investment Advice Certificate and Securities Institute Diploma.

Carmel is a Fellow of the Securities Institute.

Welcome to the team

Ray Bishop

Ray Bishop

Ray is an Investment Analyst with over 23 years experience in the finance industry.

Most recently, prior to joining Enhance, Ray spent three years at Standard Bank Trust Company monitoring the performance of their clients’ investment portfolios.

Ray previously held positions as a discretionary portfolio manager with the Royal Bank of Canada Private Bank and Trust and James Capel (CI) Limited as well as being an Investment Advisor at Banque Nationale de Paris.

Ray holds the Securities and Investment Institute Diploma having passed exams in Private Client Investment Advice, Regulation and Compliance and Interpretation of Financial Statements. He has also completed the Chartered Institute of Bankers examinations.

Welcome to the team

Stuart McGarry

Stuart McGarry

Stuart is an Investment Administrator with Enhance Investments Limited. Prior to joining Enhance, Stuart worked within the Investment Services division of Abacus, specialising in investment performance analysis and portfolio reviews. He has also been an Investment Administrator with Equity Trust.

Stuart’s current responsibilities include compiling investment reviews and dealing with all manner of operational client queries.

More recently Stuart has been responsible for the delivery of the “International Investment Competition” and educational presentations to clients.

Welcome to the team

Justin Simpson

Justin Simpson

Justin is an investment consultant.

He began his career in finance with the Walbrook Group in 2004 and he chose to specialise with Walbrook Investment Consultants, providing investment oversight for the Jersey, Guernsey, Isle of Man and Hong Kong divisions. The Walbrook Group was subsequently acquired by Barclays Wealth in 2007, and Justin continued to provide investment oversight services to the enlarged client base with additional offices in locations such as Geneva and the Cayman Islands.

During his time at Walbrook and Barclays Wealth, Justin acquired specialist and in-depth knowledge of the risks and challenges faced by the Trust sector in meeting their fiduciary responsibilities.

Justin holds the Investment Management Certificate and is currently studying towards the Securities & Investment Institutes Masters in Wealth Management.

Welcome to the team

Joeleen Le Couteur Harvey

Joeleen Le Couteur Harvey

Joey provides support to the investment analysts and consultants at Enhance.

Originally from Durban, South Africa, she has sector knowledge and international experience. Joey formally worked in the bookkeeping division with Mourant and reconciliations department of Jersey Telecom.

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Downloads

MONTHLY MARKET UPDATES

DUE DILIGENCE FACT SHEET

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Contact Us

To discuss your requirements in further detail please contact:

Richard Sayers
Managing Director

DD: +44 (0)1534 832439
E: rsayers@enhanceinvestments.com

Postal address:

Enhance Investments Limited
9 Hope Street
St. Helier
Jersey
JE2 3NS