Heritage purchases majority stake in Meridian Wealth Management

Geneva headquartered Banque Heritage has purchased a majority stake in Swiss boutique Meridian Wealth Management based in Lausanne.

Financial details of the transaction have not been disclosed.

Established in 2013, Meridian Wealth Management has CHF80m (€72m) of assets under management.

In November 2015, Banque Heritage purchased a book of portfolio business from Banque Hottinger & Cie.

ABOUT THE AUTHOR
Adrien Paredes-Vanheule
Adrien Paredes-Vanheule is French-Speaking Europe Correspondent for InvestmentEurope, covering France, Belgium, Geneva and Monaco.

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