Meridian
Private banking, asset management, and investment banking under one relationship. Banking is the core; your advisor coordinates day-to-day banking, your portfolio, and any corporate transactions.
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.
Yes. Our investment banking team handles M&A and strategic advisory, debt and equity capital raising, and large-value payment execution for business clients.
Instant. The moment you confirm, the money moves and both statements update. You get a receipt with a reference you can keep.
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.