Meridian Capital — Annual Report · 2025 04 / 15
Clients & Strategy
Fewer relationships, held deeper
Meridian Capital serves institutional investors — pension funds and insurers above all — wholesale intermediaries, and a select circle of private clients across 22 countries. Institutional mandates account for 58% of assets under management.
Our model is advice-led: every client is covered by a named portfolio manager, and reports are written by the people who actually invest the capital. It is one reason client retention stands at 96% — a number we watch more closely than any index.
Assets by client segment
Share of CHF 52.4 billion under management at 31 December 2025.
The client base in numbers
0
Countries
Where our clients are domiciled
0%
Client retention
Across all segments in 2025
0
Offices
Geneva, Zurich, London and Singapore
0
Employees
Of whom 60 in research
“Retention is the honest measure of an asset manager. Performance opens the door; how you behave in the difficult quarters decides whether clients stay.”
Sarah Meister
Chief Financial & Operating Officer