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Established MMX — Zurich · Hong Kong · New York

Wealth, refined — capital that endures.

Meridian Pro partners with families, founders and institutions to preserve and compound capital across generations. Discretionary portfolios from $2M, built on rigour, not rhetoric.

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Regulated by FINMA · SFC · SEC
Client retention 98.4%
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By the Numbers

Scale you can verify

Independently audited figures, published quarterly. Numbers are a by-product of discipline — never the goal.

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Assets Under Management
Discretionary and advisory mandates across 31 jurisdictions.
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Private Clients
Families, founders and endowments served since 1999.
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Avg. Annual Return
Ten-year annualised, net of all fees, balanced mandate.
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Investment Horizon
Through four market cycles without a change of philosophy.
The Firm

Built for the long horizon

Meridian Pro was founded on a simple conviction: capital compounds when it is left undisturbed by noise. We are owned by our partners, not by shareholders — so our incentives align with yours over decades, not quarters.

Fiduciary by charter

We are legally bound to act in your interest alone. No commissions, no third-party inducements, no exceptions.

Research you can audit

Every position is documented, stress-tested and traceable to a written thesis available on request.

Absolute discretion

Swiss custody, segregated accounts, and a no-disclosure policy that outlives the mandate itself.

Financial district at dusk
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Jurisdictions Served
Zurich · Hong Kong · New York · Singapore
Capabilities

Six disciplines, one balance sheet

An integrated advisory framework covering the whole of your financial life — from the trading desk to the family charter.

01

Wealth Management

Discretionary portfolios engineered to your liability profile, liquidity needs and tolerance for drawdown — rebalanced with discipline, not sentiment.

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02

Investment Advisory

Non-discretionary mandates for principals who want to keep the final call. Our research desk delivers conviction, sizing and exit criteria.

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03

Private Equity

Direct co-investment alongside our general partners in mid-market businesses with durable cash flows and clear governance.

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04

Estate & Succession

Trust structures, family charters and governance frameworks that move wealth across generations without friction or litigation.

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05

Tax & Structuring

Cross-border structuring in coordination with your counsel — designed to be transparent, defensible and efficient.

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06

Corporate Finance

M&A, refinancing and pre-IPO advisory for founder-led businesses preparing for their next chapter of scale.

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“
The market is a device for transferring money from the impatient to the patient. Our only edge is that we were patient before it was fashionable.
Alistair Vance Founding Partner & Chief Investment Officer
The Partners

People, not products

Every mandate is led by a named partner who stays with the relationship. No call centres, no hand-offs, no revolving door.

Alistair Vance

Alistair Vance

Founding Partner · CIO
27 years. Former head of multi-asset strategy at a Zurich private bank.
Seraphine Lo

Seraphine Lo

Partner · Private Equity
Leads Asia-Pacific co-investment. 18 years in growth equity across HK and Singapore.
Marcus Reinhardt

Marcus Reinhardt

Partner · Corporate Finance
Advises founder-led M&A. Previously ran EMEA coverage at a bulge-bracket bank.
Nadia Beaufort

Nadia Beaufort

Partner · Family Office
Builds succession frameworks for third- and fourth-generation families.
Open a Dialogue

Begin with a conversation

Tell us where you are and where you intend to be. A partner will respond personally within one business day — in confidence, and with no obligation.

Head Office
Bahnhofstrasse 42, 8001 Zurich
Private Line
+41 44 000 1999
Enquiries
partners@meridianpro.example

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Expect a personal response within one business day.