Company profile
Bay Wealth Management
- Industry
- Financial Services
- Employees
- 7
- Headquarters
- Port Elizabeth, Eastern Cape
- LinkedIn followers
- 84
- Office locations
- 1
Bay Wealth Management company summary
Bay Wealth Management is a company in the Financial Services industry, headquartered in Port Elizabeth, Eastern Cape. On LinkedIn the company has around 7 employees and 84 followers.
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About Bay Wealth Management
Bay Wealth Management was founded in 2003 by Adrian Meistre as a holistic and independent wealth management and financial services provider. At Bay Wealth Management we believe in building a long term professional relationship of trust with our clients. Our strategy is based on formulating an understandable and focused financial plan. Once the financial planning footprint has been laid we assist in managing and allocating assets according to an agreed risk profile or mandate. During 2008, Bay Wealth Management entered into a strategic partnership with national company StoneHouse Capital (Pty) Ltd. StoneHouse Capital is an independent private equity company funded by the Standard Bank and Liberty Group based in Johannesburg. StoneHouse Capital invests in and partners with leading independent financial planning practices countrywide and this initiative started in Port Elizabeth. During 2019, Bay Wealth Management and StoneHouse Capital mutually agreed to end its strategic partnership in order for Bay Wealth Management to be able to continue operating as an independent wealth management and financial services business within the framework of newly enacted legislation (RDR). At Bay Wealth Management we provide holistic financial planning services in the fields of: Investment Planning and Management Portfolio Risk Planning and Management Structuring of Investments and Tax Planning Retirement Planning and Management Estate Planning Executorship and Administration of Estates Cash Management Services Foreign Exchange Services
Where is Bay Wealth Management located?
Bay Wealth Management lists 1 location.
Compare companies similar to Bay Wealth Management
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| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Bay Wealth Management baywealth.co.za | Financial Services | 7 | - | Port Elizabeth, Eastern Cape |
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Frequently asked questions about Bay Wealth Management
What does Bay Wealth Management do?
Bay Wealth Management was founded in 2003 by Adrian Meistre as a holistic and independent wealth management and financial services provider. At Bay Wealth Management we believe in building a long term professional relationship of trust with our clients. Our strategy is based on formulating an understandable and focused financial plan. Once the financial planning footprint has been laid we assist in managing and allocating assets according to an agreed risk profile or mandate. During 2008, Bay Wealth Management entered into a strategic partnership with national company StoneHouse Capital (Pty) Ltd. StoneHouse Capital is an independent private equity company funded by the Standard Bank and Liberty Group based in Johannesburg. StoneHouse Capital invests in and partners with leading independent financial planning practices countrywide and this initiative started in Port Elizabeth. During 2019, Bay Wealth Management and StoneHouse Capital mutually agreed to end its strategic partnership in order for Bay Wealth Management to be able to continue operating as an independent wealth management and financial services business within the framework of newly enacted legislation (RDR). At Bay Wealth Management we provide holistic financial planning services in the fields of: Investment Planning and Management Portfolio Risk Planning and Management Structuring of Investments and Tax Planning Retirement Planning and Management Estate Planning Executorship and Administration of Estates Cash Management Services Foreign Exchange Services
How many employees does Bay Wealth Management have?
Bay Wealth Management has around 7 employees on LinkedIn.
Where is Bay Wealth Management headquartered?
Bay Wealth Management is headquartered in Port Elizabeth, Eastern Cape.
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