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A relationship manager who knows more about you than your best friend
Your first surprise might be just how personal everything becomes. A dedicated relationship manager (yes, that’s their actual title) is assigned to you. They’re part advisor, part confidant, and occasionally a magician when it comes to making things happen.
They’ll take time to understand your lifestyle, goals, risk appetite, and even how you take your coffee because they might send it to you ahead of a meeting. (Seriously.)
The Renswick Touch
At Renswick, we believe private banking is as much about intuition as it is about information. Last year, we introduced something a little unconventional in the finance world: our Moodboard Strategy Form.
Yes a moodboard.
It wasn't about picking paint colors or vacation destinations (though we love both); it was about capturing what wealth means to you visually, emotionally, and strategically. Clients used it to express their values, aspirations, even their lifestyle aesthetics. Some uploaded photos of vineyards they dreamed of owning. Others shared legacy quotes, sketches of their family business, or art that reflected their investment philosophy.
Why? Because wealth isn’t one-size-fits-all. And neither is your strategy.
That moodboard form helped us build deeply personal portfolios, shape more meaningful financial conversations, and most importantly it reminded us that behind every balance sheet is a human being with a story. That’s the Renswick difference.
Tailored solutions, not templated advice
Say goodbye to generic brochures with options A, B, and C. Private banking is about custom-fit solutions whether it’s wealth preservation, intergenerational planning, tax optimization, or investing in a private vineyard in Tuscany.
Your wealth strategy isn’t built in a vacuum. It’s woven around your life: your business, your family, your goals, your legacy. Expect to have deep conversations, not sales pitches.