Meridian Private Advisory
How an independent Geneva asset manager became the first of its kind that AI recommends for cross-border high-net-worth queries.
independent EAM cited in Claude for cross-border HNW queries
AI Visibility Score in four months
in AUM attributed to AI-sourced introductions
An independent external asset manager serving cross-border high-net-worth families, invisible in AI answers in a market where buyers increasingly shortlist advisors through ChatGPT and Claude before any human introduction.
We built a question-led content layer around the exact prompts their prospects ask, implemented Organization and FAQ schema, and established the reputation signals that let an AI confidently recommend a regulated advisor.
A single new client can be worth hundreds of thousands in annual fees. Being the name AI recommends changed our pipeline entirely.
Your Category is Being Decided
When a buyer asks an assistant who to work with, it names two or three companies and moves on. The audit puts the questions your buyers actually ask to all five AI platforms, scores you on the five things a model weighs before it cites anyone, and shows you which competitor is named in your place. You get the gap and the order to close it in, five business days from briefing.