James Duru's Contact Details

James Duru's Company Details

Meristem Wealth Management Limited

Lagos, Lagos, Nigeria • 57 Employees
Investment Management

WHO WE AREMeristem 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 DOThe 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 USWealthy 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 SOLUTIONSo Asset Tracking & Consolidationo Goal based Investment Managemento Wealth Preservationo Estate Planning/Managemento Retirement Planningo Succession Planningo Donor Advised Portfolio (Philanthropic Activities)o Tax Planning