Meredith Portfolio Management, a New York-based investment advisor for the ultra-high new worth, is opening an office in Zurich with Bank Fr...

Meredith Portfolio Management, a New York-based investment advisor for the ultra-high new worth, is opening an office in Zurich with Bank Frey & Co, a Swiss-based multi-family office. "Through this arrangement, Meredith's clients will have access to a full range of family office services encompassing international law and tax consultancy as well as trust matters and private equity transactions," said William Potter, Meredith’s chairman, in a statement. Meredith has also hired additional senior staff, including Steven Nagourney, who has been appointed chief portfolio strategist. Mr Nagourney joins from Cantor Fitzgerald where he was global investment strategist.