Bay Wealth Management
Financial Services • 
Nelson Mandela Bay, Eastern Cape, South Africa • 1-10 Employees
Company overview
| Headquarters | 4 Newington Road, Port Elizabeth, Eastern Cape 6001, ZA |
| Phone number | +27413740026 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 1-10 |
| Socials |
Key Contact at Bay Wealth Management
Adrian Meistre
Managing Director
Bay Wealth Management Email Formats
Bay Wealth Management uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@baywealth.co.za), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@baywealth.co.za | 100% |
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
Bay Wealth Management revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Bay Wealth Management has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Bay Wealth Management has never raised funding before.
Bay Wealth Management Tech Stack
Discover the technologies and tools that power Bay Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
India
Germany
United States
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Frequently asked questions
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