Financial management bespoke to your needs

We put your financial management first in everything we do and treat each client as an individual.

Providing investment strategies to investors that are personalized to their needs.

We cover a diverse range of investment strategies and solutions for clients from across the globe.

About Us

Since our establishment, we have amassed over 190 employees, each with a distinct viewpoint on the finance industry. Recruited from all around the world, individuals with diverse backgrounds and cultures provide a global perspective on the financial markets.

This provides us with a competitive edge by allowing us to understand how different countries handle investments. We have the expertise to meet the specific requirements of our clients in any market.

Our network is global, and we use it to develop new and enhanced connections with other industry professionals, including hedge funds we work closely with, banks we partner with, and brokers we trade with.

Read more about us
At the heart of our company is our clients. When our children and grandchildren look back at the work that has taken place, we hope it is clear that we were an integral element, working each day towards making tomorrow a brighter future.
Chen Yen, Chief Executive Officer

Contact Us

We are ready to discuss the investment accounts best suited to your needs.

Talk To An Advisor Today

Our Services

  • Portfolio Management
  • Financial Planning
  • Business Solutions

A successful investment management strategy begins with a thorough understanding of your objectives, circumstances, and risk tolerance.

From there, your financial advisor will create a custom portfolio for you, including an insightful mix of investments that are diversified across and within asset classes.

Read further details

The essence of our financial planning services is developing a strategy to work toward achieving your lifestyle goals, both now and in the future.

We collaborate with you based on a comprehensive understanding of your financial needs and aspirations to create a personalized roadmap for your financial future.

Read further details

Business owners are frequently too preoccupied with their business to pay attention to their financial requirements.

They may ignore important planning considerations that could help their company grow and succeed. We handle all your company's financial and growth needs.

Read further details

The benefits of working at our company

  • A diverse team
  • Offices around the world
  • Stimulating work environment
  • Highly motivated colleagues

Join Our Team

At Clermont Meridian Trading, we embrace and value the unique talents that each of you brings, empowering you to make an impact, be entrepreneurial, be empowered, and generate value that goes beyond financial gain.

Our employees benefit from a global company's advantages while yet receiving the support and collegiality of a much smaller one. Although we are expanding swiftly, we are committed to keeping our open structure, level hierarchies, and approachable and helpful executives.

Read more about joining our team