●Fee-only wealth advisory · KLCC
Wealth advice worth trusting.
Meridian Wealth is the boutique advisory you actually want — fee-only, founder-led, and aligned entirely with you.
Meridian Wealth · Q4 2025 Performance
+12.4% YTDAssets Under Management
RM 0MActive Families
0Avg Client Tenure
0.0 yrsMedian Advisory Fee
0.00%● Our approach
Three principles. No exceptions.
Pillar 01
Fee-only, never commission.
We earn a flat advisory fee — nothing more. No trailing commissions, no product kickbacks, no alignment conflicts. When we recommend an asset class, it is because the math works for your situation, not because someone is paying us to say it.
0
on any product we recommend
Pillar 02
Risk-aware, not risk-averse.
Every portfolio carries a risk budget. Ours are built to earn their keep within it — diversified across geographies, asset classes and currencies, stress-tested against tail scenarios, and rebalanced when drift exceeds tolerance. The goal is sleep-at-night returns.
0.0
3-year blended portfolio average
Pillar 03
One advisor, not a call centre.
You have a named advisor who knows your balance sheet, your tax position, your succession plan, and your objectives. Calls are answered within the same business day. There is no hand-off to an associate, no queue, and no rotating relationship manager every 18 months.
0
client tenure with same advisor
● Services
Four disciplines. One relationship.
Service 01
Wealth Planning
A living financial plan calibrated to your income trajectory, risk tolerance, and life goals — updated annually and stress-tested against market scenarios.
- Equities42%
- Fixed Income28%
- Alternatives18%
- Cash & FX12%
Service 02
Tax-Efficient Portfolio Construction
Asset location, loss harvesting, and structure optimisation to keep more of every ringgit your portfolio earns.
Tax efficiency score 8.4/10
Service 03
Cross-Border Estate Structuring
Trust vehicles, SPVs, and jurisdiction strategies for families with assets across Malaysia, Singapore, Australia, and beyond.
Service 04
Family-Office Services for SME Founders
Bespoke coordination of cash management, FX hedging, and liquidity planning for business owners navigating a liquidity event.
● The team
Two advisors. Both with skin in the game.
Meridian is deliberately small. Every client knows their advisor by name — and their advisor knows their portfolio by memory.
Adrian Lim
CFP · CFA Level III
Founder & Principal Advisor
Adrian spent 17 years structuring portfolios for ultra-high-net-worth families at CIMB Private Banking before launching Meridian in 2018. His decision to go fee-only was deliberate — he wanted to build the kind of practice he wished had existed for his own family. He holds a Certified Financial Planner designation and has advised clients across 11 countries.
Yasmin Aziz
CFA · CFP
Senior Advisor
Yasmin joined Meridian after a 12-year tenure at Citi Wealth Management where she led cross-border estate planning for Southeast Asian families. Her fluency in Islamic financial instruments, common-law trust structures, and Australian tax obligations makes her the firm's lead advisor on multi-jurisdiction mandates. She is a CFA charterholder and a Certified Financial Planner.
● Credentials
Regulated. Transparent. Fiduciary.
Meridian Wealth is licensed by the Securities Commission Malaysia and operates under a registered Capital Markets Services Licence. As a fee-only firm, we hold a legal fiduciary duty to act in your interest — not our own. Our advisors are CFP and CFA charterholders with a combined 29 years of private banking experience. We disclose every conflict of interest in writing before any engagement begins, and publish our full fee schedule on this page.
“We earn when you do. Not before.”
— Meridian Wealth client charter, clause 3.1
Annual advisory fee schedule
●Discovery call — complimentary
Start the right conversation.
A 30-minute call to understand your situation — no decks, no sales pitch. If we are a good fit, we will tell you exactly what working together looks like.
Complimentary · No commitment · Held on Google Meet
01
30-min intro call
No preparation required.
02
Tailored proposal
We map your situation first.
03
You decide
Zero obligation, full transparency.
● Like Meridian Wealth? Yours, in days.
We will adapt this template to your brand — free.
Pick Prism, send us your brief, and we build your version in 2-3 days. RM 199 a month if you keep it. Walk away if not.
Start with PrismNo card · No long sales call