Our Services

Meridianís investment philosophy is based on identifying client requirements and focusing on long term investment strategies designed to preserve and enhance client assets in the long term.

Meridian is an investment led organisation. Its culture is to identify suitable investments for clients which will be drawn predominantly from a range of high quality international equities and bonds with limited but targeted use of open ended, closed ended and exchange traded funds selected on an arm’s length basis to access smaller markets where a minor weighting is considered desirable as part of overall asset allocation. Meridian is not sales led, i.e. Meridian is not a business with any particular product fixations or driven targets.

Fees are charged based on assets under management and these are fully disclosed. Clients benefit from dealing at institutional commission rates. Custody charges are recovered at cost.

Client assets, both cash and stocks, are held by a regulated third party institutional custodian and not by Meridian itself, providing the security clients would expect.

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