ABOUT

MERIDIAN WEALTH MANAGEMENT

Established in Lausanne since 2014, Meridian Wealth Management is an independent wealth management company accredited by FINMA. It provides to its Swiss and International clients the experience of its employees acquired in their banking and financial careers with large multinationals.

Banque Heritage in Geneva is the majority shareholder of Meridian Wealth Management. This partnership ensures the sustainability and stability of our company, whilst remaining a fully independent external asset manager.

Meridian Wealth Management is subject to the supervisory and self-regulatory organisation SO-FIT.

  • Une manufacture de Gestion de Fortune sous l’égide de SO-FIT

  • Un style de gestion mêlant tradition et innovation

  • Une gestion mondiale et diversifiée

  • Une transparence totale & une relation durable

  • Une clientèle suisse et internationale

  • Diversified asset management

  • Open architecture

  • Independence

  • Availability

  • Dynamism

  • Flexibility

PHILOSOPHY

A RELATIONSHIP BASED ON TRUST

Trust is the basis of our business and the client is at the center of our attention. The stability and availability of our team ensures a long-term support and partnership.

Our independence allows us to offer a personalised and dynamic asset management that meets the investor profile, as well as the expectations of each client.

Contact us

APPROACH

TRADITION AND INNOVATION

We are committed to you and your family in a lasting relationship.

Our tailor-made asset management approach is based on an investment horizon pre-established with the client.

We invest the client’s wealth with a strong focus on diversification via a combination of traditional and innovative products. We favor quality companies with strong economic returns, reasonable leverage and offering secular growth over the long term.

  • Gestion de fortune personnalisée 

  • Accompagnement et soutien administratif 

  • Mise à disposition de notre réseau de partenaires 
Complete Independence

We guarantee a full independence in the choice of our investments (open architecture), and of our partners.

International Network

We have a large network of highly qualified partners around the world to meet your private or business needs.

Power of Negotiation

Our power of negotiation allows us to obtain preferential and competitive rates for our clients.

Financial Expertise

Our experience and expertise in the financial markets are at your disposal, whether you are a private or an institutional client.

Private Clients
Wealth Management

• Discretionary management mandate
• Open architecture
• Bespoke and personalized portfolio
• Diversified asset management

Family Office

• Administrative support
• Personalised support
• Consolidation of portfolios
• Wealth planning

Network

• Insurance companies
• Lawyers and notaries
• Investment and real estate companies
• Wealth planning specialists

Institutional Clients
Wealth Management

• Discretionary management mandate
• Open architecture
• Bespoke and personalized portfolio
• Diversified asset management

Network

• Insurance
• Lawyers and Notaries
• Merger & Acquisition companies
• Investment and real estate companies

Contact us
+41 (0)21 566 55 95
Contact us
+41 (0)21 566 55 95

MODEL

MERIDIAN WEALTH MANAGEMENT

A three-way relationship combined with a global network of quality partners

CUSTODIAN BANKS

CONTACT

MERIDIAN WEALTH MANAGEMENT SA
Rue du Midi 6
1003 Lausanne
Phone
+41 (0)21 566 55 95
Email
info@meridian-wm.com
Contact Us