Meridian Capital — Annual Report · 2025

Facts & Figures

Facts and figures

The year in numbers

AUM bridge 2024–2025

From CHF 47.2 billion to CHF 52.4 billion — net new money, markets and currency.

Assets by asset class

Assets under management by asset class, as of 31 December 2025.

52.4 CHF billion

Key indicators 2021–2025

Five years of growth — with unchanged cost discipline and a steadily rising ESG share.

2021 – 2025

Assets under management CHF bn
52.4 CHF bn
▲ +5.2
Net profit CHF M
132 CHF M
▲ +14
Cost/income ratio %
61 %
▼ −1
AUM in Article 8/9 strategies %
76 %
▲ +5

Ownership structure

Distribution of share capital as of 31 December 2025. Meridian Capital is majority-owned by the people who work in it and the families who founded it.

Shareholder Ownership
Partners and employees 34%
Founding families 28%
Institutional investors 30%
Treasury shares 8%