What we offer

  • Global Fiduciary, Legal and Corporate Services

    We believe this to be the most important and central component of any global financial plan. At Renaissance we offer our clients a broad range of fiduciary, legal and corporate services:

    Global Fiduciary

    • Online Trading Accounts and Traditional Stockbroking
    • Traditional Bespoke Portfolios
    • Mutual Funds, Incorporated Cell Companies, Protected Cell Companies, UCITS
    • Linked Product Investment
    • Wrap Funds, Multi-managed Funds and Fund of Funds
    • Annuities and Endowments
    • Fixed Interest Strategies
    • Treasury Products
    • Structured and Guaranteed Products
    • Performance Swaps
    • Currency Swaps
    • Asset Swaps
    • Guaranteed Structures
    • Preference Shares
    • Gearing Strategies
    • Tank Containers
    • Preference Shares
    • Matured Endowments
    • Indexation Strategies
    • Options and Warrants
    • Crypto Currency
    • Blockchain technology



    Legal

    • Contracts, incl. marital contracts
    • Co-habitation agreements
    • Loan agreements


    Corporate Services

    • Companies
    • Close Corporations
    • Partnerships
    • Incorporated and Protected Cell Companies
    • Mutual Funds
    • Insurance Bonds / Wrappers
  • 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. These generally include:

    • Online Trading Accounts and Traditional Stockbroking
    • Traditional Bespoke Portfolios
    • Mutual Funds, Incorporated Cell Companies, Protected Cell Companies, UCITS
    • Linked Product Investment
    • Wrap Funds, Multi-managed Funds and Fund of Funds
    • Annuities and Endowments
    • Fixed Interest Strategies
    • Treasury Products
    • Structured and Guaranteed Products
    • Performance Swaps
    • Currency Swaps
    • Asset Swaps
    • Guaranteed Structures
    • Preference Shares
    • Gearing Strategies
    • Tank Containers
    • Preference Shares
    • Matured Endowments
    • Indexation Strategies
    • Options and Warrants
    • Crypto Currency
    • Blockchain technology
  • Global Tax Planning

    Tax advice and compliance is an integral part of financial planning. Tax Advisory

    • Cross Border Tax
    • Income Tax
    • Residents Based (Worldwide) Tax
    • Tax exempt / Low tax jurisdictions
    • Tax exemptions
    • Double Taxation Agreements (DTA’s)
    • Capital Gains Tax
    • Donations Tax
    • Estate Duty / IHT


    Tax Compliance<\b>

    • Personal Tax
    • Trust Tax
    • Company, Close Corporation, Partnership, ICC, PCC, UCITS, Tax
    • HMRC Reporter Status
  • Retirement, Retrenchment and Resignation Planning

    2018This 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 and finally retirement itself. The investment advice on the assets underlying the retirement vehicle chosen would go hand in hand with Investment Planning. The retirement industry consists of the following broad legal entities: Pension Funds – defined contribution and defined benefit Retirement Annuities – life and investment linked Preservation Funds – pension and provident Compulsory Purchase Annuities Life and Living Annuities
 

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).