Renaissance Wealth Management offers full service global financial planning, including:
Global Advice & Strategy
When it comes to advising clients, we don’t believe that ‘one size fits all’. Each investor is unique, and every account is bespoke.
Our expertise is to develop a financial strategy and identify an asset mix that provides the best possible fit for each client account. We are able to advise on a variety of asset classes and different jurisdictions which allows us to formulate a bespoke financial strategy for each investor.
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.
Advice & 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.
Your chosen financial advisor, together with the RWM team, will execute trades and monitor all investments for you to ensure that your financial objectives are achieved.
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 allow 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.