Meristem Wealth Management Limited

WHO WE ARE Meristem Wealth Management Limited (MWML) was incorporated in August, 2008 and registered as a Fund and Portfolio Manager with the Securities and Exchange Commission (SEC). The company metamorphosed from the asset management and business advisory unit of Meristem Securities Limited (MSL) into a fully-fledged Wealth Management Company. Our Asset under Management (AUM) has grown consistently over the years and is currently in excess of 22.2 billion Naira as at June, 2014. WHAT WE DO The central focus of our business is growing wealth, preserving it and distributing same to beneficiaries. Wealth Management is a comprehensive financial plan/solution that is targeted towards High Net-worth individuals and their families for the purpose of helping them achieve their life goals of wealth preservation, wealth growth and enhancement, as well as a smooth transfer of their wealth. It involves estate planning, investment management, succession planning, retirement planning, tax planning etc. WHY US Wealthy clients have little time for planning their global financials, especially their affairs after the unavoidable death. Many of their affairs are enmeshed in chaos after their exit; moreover, while they live, the value of their wealth is not always potentially maximized. This may be either due to their tight schedules or lack of professional knowledge in the area of their asset class holdings. Ours is a solution to review our clients’ financial situation and employ a structured and disciplined approach towards achieving maximization of the overall returns of their investments. OUR SOLUTIONS o Asset Tracking & Consolidation o Goal based Investment Management o Wealth Preservation o Estate Planning/Management o Retirement Planning o Succession Planning o Donor Advised Portfolio (Philanthropic Activities) o Tax Planning

Website

http://www.meristemwealth.com

External link for Meristem Wealth Management Limited

Industry

Investment Management

Company size

11-50 employees

Headquarters

SW Ikoyi, Lagos.

Type

Privately Held

Founded

2008

Specialties

Wealth Preservation, Succession Planning, Asset Tracking & Consolidation, Donor Advised Portfolio (Philanthropic Activities), Goal based Investment Management, Tax Planning, Estate Planning/Management, Financial Planning, and Retirement Planning