Wealth & Treasury Planning
Plan your wealth growth for decades with an Investments Horizon & Portfolio Diversification
If you are a long-term visionary with clear objectives and a horizon, you can use Wealth & Treasury Planning solutions to secure your wealth while using investment management tools under a secure and insured environment.
It is said that the wise plan not for the weekend, but for three generations. Our safe mix of long-term brokerage accounts service with our conservative and stable Portfolio provides this market access where yet you can rest assured that your Equity is at your name in Tier1 Banks.
Combine this with our Portfolio Diversification in physical precious metals in Switzerland directly at our Clients' name and control. At Renaissance Capital Management we make our effort for financial education in order to show how compounding can increase wealth overtime.
Arrange your Treasury and equity growth always under your Name
Swiss Tradition has core pillars which have been curated overtime. In particular with regards to being the careful custodian of wealth, where private property and rights hold the outmost respect.
The Swiss Treasury system has been and it is probably the most stable, secure and traditional vault in the world, and we apply that to Renaissance Clients with pride. In our wealth planning we are delighted to arrange our Clients' equity evolution with a horizon of decades.
We are happy to announce that wherever our valued Clients are in the world, they can diversify their portfolio under the Swiss umbrella, while joining at the same time our fund management service, in a smart combination of marketplace & tradition.
- Diversify your investments portfolio under Swiss vaults, at your name and control
- Private and Corporate Clients welcome
- Become multibank - have your derivatives portfolio under JDR Securities and Australian umbrella while holding physical gold, silver and other precious metals under Swiss law
- Combine all traditional securities with our fund management to diversify risk & return ratios
-Effectively compound your wealth, diversify and plan your treasury with a long-term vision
- We provide Trusts and incorporation of Investment Vehicles to secure your wealth internationally
Why does compound interest benefit me or my business with an investments horizon?
First of all we need to simplify and define what the effect of compounding interest is.
Technically, compound is the interest you will earn on interest previously generated, which at the same time will generate further interest on top.
This can be applied either to interests, or to equity growth generated through wealth management. Analogously you can think of cattle which will multiply by giving birth to more cattle which will give birth to more cattle as well.
So as an example, if your account of USD 100.000 has a net equity growth of +20% in year 1, you will end the year with a net equity of USD 120.000
By year 2, if equity growth remains in +20%, this will apply to USD 120.000, totalling USD 24.000 of net equity growth and an overall growth to USD 144.000.
Now let's move on to year 3. By this time, if your account is getting again a +20% of net equity growth, this growth will be of USD 28.800 and the overall growth would be of USD 172.800.
As you can see, the blend of an investments horizon with the effect of equity growth compounding offers a tangible way to appreciation of assets while enjoying top security and complete liquidity of your funds under JDR Securities regulation and Tier1 Banks.
To achieve this, we manage and apply a very strict, proven and risk-adverse investments portfolio which aims to minimize exposure in the marketplace while obtaining very stable equity growth.
We are performance fee based, which means we charge our fee of 30% of net profits generated everytime we close our portfolio. This way we ensure long-lasting business relations with our Clients, based on growth and satisfaction.