About us


Who we are



Renaissance Wealth Management was founded in 2000 as a boutique independent global financial advisory and wealth management company. Founders Bruce Kirsch and Jonathan Ralph, investment professionals and entrepreneurs, saw the need for an independent and integrated approach to Global Financial Planning. In order to seamlessly bring together the full range of services required, Renaissance has successfully built up a team of highly specialised industry professionals and partners to become one of the most respected boutique global financial advisory and wealth management companies in South Africa. Our permanent staff are dedicated individuals who also have our clients’ interests and goals at heart.

In order to provide clients with the full range of services required to formulate, implement and administer a successful global financial plan, Renaissance Wealth Management has partnered with Lynx Fund Managers, Renaissance Equity and Independent Fiduciary Services.


Our approach



To protect and grow the wealth of our clients through building a trusting personal relationship with each client and by providing independent impartial advice unique to each client’s circumstances. This approach together with a vision of being, and remaining, a highly regulated and respected independent global financial advisory and wealth management firm dictates every phase of our wealth management approach.


Our process



Meaningful, responsible and prudent wealth management is not about the latest investment opportunity. It also has to offer more than a passing reference to investment returns and it should certainly extend beyond a superficial relationship with faceless, ever changing managers and administrative support. In fact, protecting and augmenting a client’s estate has less to do with "getting richer quicker" and everything to do with preserving and predictably growing the wealth a client has created.

At Renaissance we value and nurture our relationship with each client, not just because we're a personalised service-driven business, but because we're committed to our clients, our business and our industry for the long term. As such, while we consistently aim to outperform our stated benchmarks, both service and financial, our policy is to pursue stable, predictable absolute returns.


Our investment philosophy



Our investment philosophy is to generate consistent stable and predictable real absolute returns over the long term. We are always mindful of changing family dynamics and investment objectives, needs and constraints and portfolios are dynamically adjusted accordingly.

In constructing a prudent portfolio based on only the best industry expertise and experience, we make certain strategic long term geographic and asset class allocation decisions. To prudently do this, a wide range of asset classes, local and international, are investigated and researched and blended to provide extremely high probabilities of achieving client set objectives within agreed risk parameters.

 

Disclaimer

None of the information or opinions expressed on this website constitute an offer to sell or the solicitation of an offer to sell investment products. The material on this website is for information purposes only. The opinions expressed in this article do not constitute investment, tax or other advice and you should consult your professional advisor before you make any decision.

The value of currencies, securities or investments and the price of shares which are mentioned in this website may fall as well as rise. Investors may not receive the original amount invested in return. Investors should also be aware that past performance is not necessarily a guide to future performance. All expressions of opinions are subject to change without notice.

Renaissance Wealth Management (Pty) Ltd is registered with the Financial Services Board as a financial services provider (FSP Licence No. 878).