Established 1997 · Geneva, Switzerland

A legacy of exceptional
wealth management

For over 27 years, Meridian Capital has been the trusted partner of ultra-high-net-worth individuals, family offices, and institutional investors seeking disciplined, intelligent capital allocation across global markets.

$24.8B
Assets Under Management
1,200+
Active Client Relationships
27 Yrs
Years of Excellence
18.3%
Average Annual Return
Our Story

Built on conviction,
sustained by results

Meridian Capital was founded in Geneva in 1997 by Robert Albrecht, a former Goldman Sachs Managing Director with a vision to create a truly independent investment management firm — one that operated without the conflicts of interest inherent in large financial institutions.

From its inception, Meridian Capital has operated on a simple but powerful philosophy: put client interests first, always. This means investing our own capital alongside our clients, maintaining absolute transparency in all communications, and making decisions based solely on fundamental research and disciplined risk management.

Over nearly three decades, we have navigated every major market cycle — the dot-com crash, the 2008 financial crisis, the COVID-19 pandemic, and multiple cryptocurrency bear markets — preserving and growing client capital through each.

Today, Meridian Capital manages over $24.8 billion in assets across multiple strategies including global equities, private credit, real assets, copy trading, and digital asset investment programs. Our client base spans over 40 countries.

We have been recognised by leading financial publications as one of the world's premier boutique investment managers, consistently ranking among the top performers in our peer group.

As we look to the future, we remain committed to the values that have defined us since 1997: intellectual honesty, absolute integrity, and an unwavering focus on generating superior risk-adjusted returns.

Our Philosophy

The principles that
guide every decision

Absolute Integrity

We hold ourselves to the highest ethical standards. Every recommendation, every transaction, and every communication is made with complete honesty and transparency.

Disciplined Process

Our investment decisions are guided by rigorous research, systematic risk management, and a consistent, repeatable process. We do not chase trends or make emotional decisions.

Client Alignment

We invest our own capital in every strategy we manage. When our clients succeed, we succeed. This alignment ensures every decision is in the best long-term interest of our clients.

Long-Term Perspective

We manage capital with a long-term perspective. Our focus is on identifying durable compounders and asymmetric opportunities that create lasting, sustainable wealth.

Risk Management

Preservation of capital is as important as its growth. We employ sophisticated risk management frameworks across all strategies, ensuring downside protection is always a primary consideration.

Global Insight

Our team combines deep local market expertise with a truly global perspective. We leverage research and intelligence from across our worldwide network to identify the best opportunities.

Leadership

The team behind
your portfolio

RA
Robert Albrecht
Founder & Chief Investment Officer

30 years of experience across Goldman Sachs, BlackRock, and proprietary trading. Former Head of Global Macro at Deutsche Bank. CFA charterholder, MBA from Wharton School of Business.

SC
Sophie Castellane
Managing Director, Private Markets

Former Partner at KKR and Carlyle Group. Specialist in private equity, direct lending, and infrastructure across European and Asian markets. MBA from INSEAD, Paris.

KT
Kenji Tanaka
Head of Quantitative Research

PhD in Financial Mathematics from MIT. Previously led quantitative research at Citadel and Two Sigma. Architect of Meridian's proprietary risk management framework.

Our History

Milestones of a
remarkable journey

1997
Foundation

Meridian Capital founded in Geneva by Robert Albrecht with $50M in initial AUM from a select group of European family offices.

2001
Navigating the Dot-Com Crash

Preserved 94% of client capital during the dot-com collapse through disciplined short positioning and defensive allocation.

2005
Global Expansion

Opened offices in New York and Singapore, expanding our investment universe and client base to North America and Asia-Pacific.

2008
The Financial Crisis

Delivered positive returns of +7.3% during the 2008 financial crisis while peers suffered average losses of 38%.

2015
Digital Asset Division

Established our Digital Asset Investment division, becoming one of the first traditional investment managers to offer institutional-grade cryptocurrency strategies.

2020
Pandemic Navigation

Successfully navigated the COVID-19 market crisis, achieving +24% returns through early pandemic positioning and subsequent recovery strategies.

2024
$24.8B AUM Milestone

Surpassed $24.8 billion in assets under management, serving over 1,200 client relationships across 40+ countries.

Global Presence

Where we operate

Geneva
Switzerland
Global Headquarters · Founded 1997
New York
United States
Americas Regional Office · Est. 2005
Singapore
Singapore
Asia-Pacific Regional Office · Est. 2005
Dubai
UAE
Middle East & Africa Office · Est. 2018
Begin Your Journey

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