Bay Wealth Management was established in 2003 by Adrian Meistre as a holistic wealth management & 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 2022, Bay Wealth Management entered a strategic partnership with Zakly Investments One, owned and managed by Mark Morris. Zakly shares the same ethos as Bay Wealth Management and together, the two wealth management businesses can now leverage off each other through the wealth of experience and technical expertise each business has built over several years. We remain truly independent from any financial service provider and thereby provide our clients with best-of-breed wealth management solutions.