Banque Heritage: 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.The post Heritage purchases majority stake in Meridian Wealth Management appeared first on Investment Europe.