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DirectoryFinance & InsuranceExternal Asset ManagementLausanneMeridian Wealth Management SA
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Meridian Wealth Management SA

Summary

About the company

The core activity of Meridian Wealth Management is independent wealth management for private and institutional clients. This includes creating customized wealth management plans, managing assets through a combination of traditional and innovative investment products, providing family office services, and collaborating with an international network of partners.

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Products & services

Industry:External Asset Management
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Wealth management
Discretionary management mandate, open architecture, tailor-made and personalised portfolio, diversified management for private and institutional clients.
Family Office
Administrative support, personalised support, consolidation of assets, estate planning and provision of a partner network.
Guidance and provision of a partner network
Insurance providers, lawyers and notaries, investment and real-estate companies, wealth advisory firms, merger-and-acquisition companies.

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Location

Rue du Midi 6
1003 Lausanne

At a glance

Legal form
Corporation
UID
CHE-336.342.511
Founded
2022 · 4 years
Last commercial register change
May 16, 2025
Employees
1 to 10

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