Wealth Management
Renaissance Investment Management offers a set of services around, and including, investment management and advice, which allow our clients to benefit from integrated solutions that give equal consideration to all financial needs. Renaissance Investment Management also assists clients in obtaining various services through external providers.
I. Investment Advisory and Execution
1) Third party and “fund of funds” investment products
- Capital protection
- Conservative
- Global markets
- Emerging markets
- Hedge Funds
- High-Yield Fixed Income
- Commodities
2) Structured products
- Emerging markets
- Global markets
3) Advisory Transactions and non-discretionary accounts
- Equities
- Fixed Income
- Funds
- FX
4) Global custody
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II. Financial Advisory
1) Fiduciary deposits
- Global banks
- Domestic banks
2) Investment consulting
- Asset allocation and risk profiling
- Manager, broker, bank, fund selection and analysis
- Manager/fund performance reporting and analysis
- Fee analysis
- Investment compliance monitoring
3) Lending products
- REPO
- Margin trading
- Collateral loans
III. Estate Planning
1) Fiduciary deposits
- Asset ownership structure formation and administration
- Tax planning, tax and legal advisory
- Succession planning
- Re-domiciliation and new residence take-up advisory
- Real Estate advisory
- Health care programmes advisory
- Educational advisory
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