Meridian is a private banking platform for those who measure returns in decades, not quarters. Securely managed, beautifully composed, and available across every device.
A bank should disappear behind your life — not interrupt it. Meridian is built around four ideas we refuse to compromise.
Assets held with our partner banks across Zürich, Singapore, and New York. Segregated accounts, never commingled.
Discretionary mandates run by named portfolio managers. Quarterly letters. Annual reviews in person.
Hardware-key authentication. Biometric confirmation on all wire transfers above $25,000. SOC 2 Type II.
Quarterly performance written in plain English. PDF, print, and a beautiful web dashboard. Tax-ready exports.
The full platform on every device. FaceID and hardware-key sign-in. Your portfolio, your wires, your concierge — all one tap away.
Every client is paired with a dedicated relationship manager. Reachable by phone, message, or in-person by appointment.
A detailed view of your holdings — equities, fixed income, private credit, alternatives — updated to the moment, with the cost basis, the performance, and the context to act on either.
Our portfolio managers write to clients in plain English, four times a year. No jargon. No charts that don't matter. Read on tablet, print at home, or hear it read aloud on the app.
A reminder that yield is not the only return — and tax-equivalent yield often is.
What a revocable trust does, what it doesn't, and when to consider one.
Membership begins with a conversation. A relationship manager will reach out within two business days of your application.