Renaissance Wealth Management offers full service global financial planning, including:
Global Wealth Management and Strategy
When it comes to managing investments, we don’t believe that ‘one size fits all’. Each of our clients is unique and every investment account is individually designed from relevant objectives, needs and constraints and our in-house advice matrix.
Our expertise is to identify the unique strategy, investment style and asset mix that provides the best possible fit for each individual client. We are able to advise on, and manage, any listed and unlisted asset which allows us to formulate and manage a bespoke investment strategy for each individual client.
Retirement, Retrenchment and Resignation Planning
This is an area of planning that spans a client’s entire life cycle and specifically relates to advice on the legal aspects of retirement planning and life-long cash-flow management, beginning with retirement saving advice through the process of retirement, retrenchment or resignation.
The investment advice on the assets underlying the retirement vehicle chosen would go hand in hand with investment planning.
Please note that RWM UK does not have the necessary FCA permissions to advise on pensions or pension transfers. Should the client require advice in this area, RWM UK will assist the client on finding a suitable advisor.
Global Tax Planning
Tax advice and compliance is an integral part of financial planning. At RWM UK, we understand that an effective tax plan requires careful consideration of all areas of a client’s financial affairs, including any financial structures.
At RWM UK we assist clients with Income Tax, Inheritance Tax (IHT), Corporation Tax and Capital Gains Tax planning. We are not just able to advise, but also assist clients with setting up the necessary structures and provide ongoing administration and advice.
Ongoing portfolio management & Reporting
We appreciate that some investors prefer to be involved in each aspect of the investment process and to have control over the ultimate investment decision. In such instances we support clients in conducting a risk analysis, investigating possible investment strategies, as well as providing the client access to our bulk administration platforms and investment solutions and ongoing advice.
For clients we prefer to not be involved in the ‘day-to-day’ management and decision making, we offer a discretionary portfolio management service. Your chosen financial advisor, together with the RWM wealth management team, will execute trades and monitor all investments on your behalf to ensure that your financial objectives are achieved whilst remaining in the agreed risk tolerance boundaries.
We provide all clients with comprehensive reporting reflecting an analysis across each aspect of a client’s investment portfolio on a global consolidated basis. Our reports provide valuable insight and allows a client to assess and review their chosen investment strategy. Our clients also have a direct relationship with their financial advisor and our advisors prefer to have regular meetings with clients to discuss a client’s investment performance and ensure that the client remains informed of all investment decisions and market movements.