Enhance to launch new MPI website
Enhance MPI are delighted to announce that they have engaged Point Group, the consultancy and platform solutions provider, to deliver a new website for their MPI service. MPI is available to STEP members and other professional advisors and aims to promote transparency and dialogue between advisors and investment managers. The new website will offer a range for tools and reports to help advisors find, select and engage with the 55 managers who currently contribute to MPI.
James Hoare, MD of Enhance MPI, said “We selected Point Group as we were impressed with their depth of experience and innovative approach in delivering financial technology solutions. We felt that they were a great fit for us and we look forward to working closely with Tom and his team.”
Established in 2017, Point Group is a strategic consultancy, technology provider and financial services innovator who specialise in the effective operation of private banks, family offices, asset and wealth managers.
Tom Williams, CEO and Founder of Point Group, added: “We are delighted to have this opportunity to work with the Enhance team on the evolution of this valuable service, which will further enhance the collaboration between advisors and wealth managers and support them in their investment choices.”
Enhance expect the first release of the new MPI system to be rolled out in the Autumn with further enhancements following later in the year.
Enhance announce expansion of Managed Portfolio Indices Service
Enhance have announced a significant expansion of their Managed Portfolio Indices service, MPI, through securing a number of strategic investors who have acquired a majority interest in the business. These include ex C. Hoare & Co Wealth Management heads James Hoare and Annamaria Koerling, who is now Partner of Owl Private Office, together with Andrew de la Haye, Deputy MD of First Names Group, Jersey. James Hoare has been appointed as Managing Director of Enhance (MPI) Ltd.
MPI helps connect advisors and wealth managers by providing a transparent and common understanding of their investment choices. Enhance launched the Indices as a STEP Member Service designed to provide performance benchmarks specifically for portfolios managed on behalf of persons acting in a fiduciary capacity. The service currently has 55 contributing managers based in Canada, the UK, Switzerland and Singapore who contribute performance and asset allocation data across a range of strategies.
Enhance CEO Tom Wiseman commented: “We are delighted to have the opportunity to work with such experienced professionals to help to build MPI into a truly unique and independent service.”
STEP Chief Executive George Hodgson said: “We have been pleased with the continued worldwide take up of the Indices, which provide our members with much-needed clarity on investment risk and return, and look forward to the further evolution of this important STEP Member Service.”
James Hoare commented: “We see significant demand and benefits in helping bring advisors and investment professionals together and I look forward to working with Tom and his team to realise the full potential of this service.”
Further information can be found on the Managed Portfolio Indices website www.mpindices.com
T: +44 (0) 1534 761510
What is your investment manager hiding in your portfolio?
VAR Capital – What is your investment manager hiding in your portfolio.
Vikash Gupta, CEO and Ashish Vasudeva, Head of Clients at VaR Capital explain what it is they look for when reviewing their clients’ portfolios.
The Ongoing Problem of Meeting Income Requirements of Trust Beneficiaries
James Johnsen, Director of Church House Investment Management provides an insight into: The Ongoing Problem of Meeting Income Requirements of Trust Beneficiaries.
Post US Presidential Election – Manager Commentaries
Republican candidate Donald Trump has won the 2016 US Presidential Election to become the 45th President of the United States of America.
In light of this result, we have asked our TMPI Managers what impact they see this outcome having on markets.