This recognition places Enhance among a select group of firms that meet the CISI’s rigorous criteria, including regulatory standing, a strong commitment to continuing professional development, and a team in which a significant proportion of staff hold CISI Chartered status individually.

To qualify, firms must also demonstrate that their culture, purpose and values are aligned with the CISI Code of Conduct, and that they foster an environment of ethical best practice and professional development at every level. At Enhance, all staff follow the CISI’s CPD scheme and take modules prescribed by the business which are relevant to their role and reflect industry best practice and the company’s ethos.

Founded in 2005, Enhance provides independent investment monitoring and consultancy services to fiduciaries, family offices and charities around the world, pairing thoughtfully-designed technology with chartered investment experts to deliver crystal-clear portfolio monitoring and consultancy services to a broad spectrum of fiduciary investors.

Tom Wiseman, CEO of Enhance and a Chartered FCSI, commented: “Becoming a CISI Chartered Firm is both a privilege and a responsibility. It reflects our team’s deep expertise, our commitment to doing things the right way, and the values we bring to client relationships every day. We’re proud to be recognised among the UK’s most trusted and professional firms.”

Dr Ruzhen Li CFA, Managing Director, added: "Enhance is unusual in enforcing structured CPD for all staff via the CISI's leading framework and portal, irrespective of whether or not their role is investment focused; such as our Software Developers and Data Engineers. Consequently, a very high proportion of our team are investment qualified which we are delighted to have recognised by the CISI Chartered Firm accreditation."