Private Banking
Everyday banking and credit for individuals and families with complex needs.
- Dedicated private banker
- Multi-account cash management
- Tailored lending and credit
Private banking & asset management
Private banking,
managed with discipline.
Meridian brings private banking, asset management, and investment banking under one relationship. Institutional discipline, a dedicated advisor, and a clear view of everything you hold.
Over $500M in assets under management across private and institutional relationships.
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One relationship, every discipline
Built for private and institutional clients
Private banking, asset management, and investment banking, coordinated by an advisor who knows the whole picture.
$500M AUM
Asset Management
Disciplined, diversified portfolios managed to your mandate and risk tolerance.
- Discretionary and advisory mandates
- Global multi-asset portfolios
- Live portfolio reporting
Investment Banking
Advisory and capital for businesses through their most important transactions.
- M&A and strategic advisory
- Debt and equity capital raising
- Large-value payment execution
Asset management
Over $500M managed with discipline.
We build diversified, global portfolios to a clear mandate, then report on them in real time. Discretionary or advisory, your strategy stays aligned with your goals and your risk tolerance.
Explore asset managementAssets under management figure reflects combined private and institutional mandates.
Meridian
Assets under management
$500,000,000
MandatesDiscretionary & advisoryReportingReal time
Why Meridian
Institutional discipline, private attention
Fiduciary standard
Advice given in your interest, with fees you can see.
Disciplined investing
Diversified, mandate-driven portfolios, reviewed continuously.
Bank-grade security
Every session and transfer protected end to end.
A dedicated advisor
One relationship across banking, investing, and advisory.
$500MAssets under management
FiduciaryAdvice standard
24/7Portfolio access
1 advisorAcross every discipline
Good to know
Questions, answered
What does Meridian offer?
Private banking, asset management, and investment banking under one relationship. Your advisor coordinates day-to-day banking, your portfolio, and any corporate transactions.
How does asset management work?
We agree a mandate and risk tolerance, build a diversified global portfolio, and manage it on a discretionary or advisory basis. You see live portfolio reporting on your dashboard.
Can Meridian support business transactions?
Yes. Our investment banking team handles M&A and strategic advisory, debt and equity capital raising, and large-value payment execution for business clients.
Is my information safe?
We never ask for card numbers, SSNs, or sensitive financial details in the open. You sign in with a username and password, and every session is encrypted end to end.
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