Asset & Portfolio Management
Managed By: Meristem Wealth Management Limited
Meristem Wealth Management Limited harnesses specialized investment management expertise together with the vast resources of the Meristem Group to provide customized solutions to clients' diverse investment needs, through Portfolio Management, Portfolio Advisory and Consultancy.
Our Portfolios are customized to meet client needs and are managed according to each client's investment objectives. They are managed either as full discretionary portfolios or non-discretionary portfolios.
Our Asset/Portfolio Management Offerings
Discretionary Portfolio Management
Under this portfolio management style, investment decisions are made by the portfolio managers who are given discretion to manage your portfolio to achieve your investment objectives. The portfolio manager constructs and rebalances your portfolio based on your investment objectives, risk appetite and liquidity needs. The benefits of our discretionary portfolio management service include:
• A dedicated portfolio manager to monitor and manage your portfolio.
• Regular performance reports.
• Access to a broad range of securities, asset classes and markets.
• Bespoke portfolio construction aligned with your goals.
Non-Discretionary Portfolio Management / Portfolio Advisory
We act as investment consultants, drawing on our research and risk management competence. This is an advisory service which allows you to be directly involved in the ongoing decisions affecting your investment portfolio and our responsibilities are limited to advisory and execution.
The benefits of our non-discretionary portfolio management service include:
• Provision of investment advice across various ranges of assets based on our research capabilities.
• Investment decision at the discretion of the client.
• Dedicated investment manager who will be on hand to review your portfolio, make recommendations and discuss strategy.
Consultancy
Our consultancy services are rendered to third party individual and corporate entities which include trainings, asset manager selection, asset valuation and fairness opinion.
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