News

MilleniumAssociates acted as exclusive advisor to the Eric Sturdza Group in its sale of its holding in Banque Pâris Bertrand Sturdza...
5 September 2018

Investcorp acquires a strategic stake in Banque Pâris Bertrand Sturdza
5 September 2018

Millenium Associates AG exclusively advised European Wealth Group on its sale of its Swiss subsidiary ...
8 August 2018

Imbalance in the state of the M&A Scene of Swiss Independent Asset Management Industry
5 July 2018

«Verkaufsentscheide im Private Banking sind hochemotional»
24 mai 2018

Scandal-hit private bank insists it is not for sale
14 May 2018

Bull run 'coming to an end' fuels M&A activity
23 January 2018

Expect A Big Private Bank Player To Vanish In Next 12 Months, Says MilleniumAssociates' Founder
2 October 2017

MilleniumAssociates announces new partner
13 September 2016

What the wealth industry needs next.
7 April 2016

MilleniumAssociates’ recognised in industry awards.
3 November 2015

MilleniumAssociates further enhances its Global Advisory Board with a senior appointment by naming David Robins as its latest member.
19 October 2015

MilleniumAssociates announces new Partner.
14 October 2015

International market take up of resegmentation programme “CATCH” well underway.
4 June 2015

Luxembourg banking take up of resegmentation programme “CATCH” well underway.
19 May 2015

New CATCH® partnership model for independent asset managers
14 April 2015

Market assessment article published by Private Banker International
24 March 2015

MilleniumAssociates continues to strengthen its team appointing Lyndon Gaborit as International Partner
19 December 2014

MilleniumAssociates’ CATCH® programme expanded for independent asset managers
16 December 2014

 

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MilleniumAssociates AG is an international M&A and corporate finance advisory firm based in Switzerland and the UK.

We offer M&A and corporate finance advice to both entrepreneurial and corporate business owners around the world as well as the global financial services industry, with a particular focus on the private banking/wealth management sector.

 

Integrated service offering

Key client groups

Global network
  • Comprehensive M&A advisory services from strategy to complete transaction support
  • Full corporate finance advisory services from equity & debt financings to IPO support
  • Enabling private banks, wealth and asset managers to efficiently manage the referral and transfer of clients using CATCH®
  • Dedicated Financial Services practise
  • Distinct team focused on entrepreneurs and corporates
  • Privileged access to active international investors
  • Extensive international experience
  • Exceptionally well connected international Global Advisory Board
  • One of the broadest senior contact networks worldwide
  • Complementary strategic partnerships globally

Our high calibre team of M&A experts provide independent and un-conflicted advice with regard to the strategic development, mergers, acquisitions or disposals of companies. The team is supported by a Global Advisory Board of independent senior professionals with significant international experience and a network of like-minded strategic partners providing worldwide coverage.

MilleniumAssociates AG was founded in 2000 and is based in Zurich, Switzerland. It is also present in London through its subsidiary MilleniumAssociates (UK) Limited, which is authorised and regulated by the Financial Conduct Authority.

2014 Awards