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 supervision of SO-FIT. SO-FIT is a supervisory body authorized by the Swiss Federal Financial Market Supervisory Authority (FINMA) for the supervision of asset managers and trustees within the meaning of Articles 43ss of the FinIA.
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.
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.
MODEL
MERIDIAN WEALTH MANAGEMENT
A three-way relationship combined with a global network of quality partners
