MilleniumAssociates enhances its Global Advisory Board
Hubis
4 June 2020
Who's Moving Where In Wealth Management? - Brown Shipley, MilleniumAssociates, Others
WealthBriefing
4 June 2020
Millenium Associates binden einstigen Privatbank-Chef ein
Finews
3 Juni 2020
More M&A heat, but no fire yet
Ignites Europe
26 May 2020
HINTERGRUND-Schweizer Vermogensverwaltern drohen magere Jahre
Reuters News
4. April 2020
Was, wenn Ausländer Grossbanken kaufen?
Neue Zürcher Zeitung
23. Juni 2019
DWS-UBS tie-up would create €406bn European institutional manager
The WealthBriefing
25 April 2019
Winners Of The WealthBriefing Swiss Awards 2019
The WealthBriefing
8 February 2019
Wealth management: The Next Generation
EuroMoney
6 February 2019
Two Swiss banks set merger amid further attrition in Alpine banking
The WealthNET
10 January 2019
Banca Arner geht mit Genfer Institut zusammen
Finews
9 January 2019
UBP bets on Hong Kong hub to open up Asia
Professional Wealth Management
17 December 2018
‘Tech and talent’ tonic key to banks’ slimline future
Professional Wealth Management
8 November 2018
Global Private Banking Awards 2018 - Analysis: US private banks spread their wings
Professional Wealth Management
8 November 2018
State of the M&A Scene of Swiss Independent Asset Management Industry
Hubbis
18 September 2018
Investcorp buys 40% holding in Swiss private bank PBS
Financial Times
5 September 2018
Le Groupe Eric Sturdza vend sa participation dans la Banque PBS
AllNews
5 September 2018
Middle East Buyer takes stake in Geneva Private Bank
the wealthnet
5 September 2018
Trouble with Gam fund threatens franchise, say analysts
Ignites Europe
3 September 2018
Nominations closing for WealthBriefing Swiss 7th Annual Awards 2019
Wealthbriefing
30 August 2018
Lombard Odier more than happy to occupy middle ground
Professional Wealth Management
15 August 2018
Imbalance in the State of the M&A Scene of Swiss Independent Asset Management Industry
Managers of Wealth
8 August 2018
Imbalances In Swiss Independent Asset Management M&A
WealthBriefing
10 July 2018
(PDF 160k)
«Verkaufsentscheide im Private Banking sind hochemotional»
Luzerner Zeitung
24 Mai 2018
(PDF 222k)
Scandal-hit private bank insists it's not for sale
the wealthnet
14 May 2018
(PDF 222k)
Bull run 'coming to an end' fuels M&A activity
Ignites Europe
23 January2018
(PDF 114k)
Millenium Associates im Land der Sphinx
Finnews
19 Dezember 2017
Expect A Big Private Bank Player To Vanish In
Next 12 Months, Says MilleniumAssociates'
Founder
Wealth Briefing
2 October 2017
(PDF 222k)
Collardis Einkaufstour war nicht billig
AZ Zeitungen
6 Februar 2017
(PDF 181k)
Flut an Transaktionen in Grossbritannien
Handelszeitung
19 Januar 2017
(PDF 93k)
Janus Henderson deal raises questions for staff and clients
Financial Times
6 October 2016
Millenium Associates: nomination d’un nouvel associé
L'Agefi
14 September 2016
Millenium Associates erweitert Führungsteam
Finews
13 September 2016
Forse Brexit sarà una chance per la Svizzera
Corriere del Ticino
30 giugno 2016
(PDF 230k)
Neustart Wagen - Vermögensverwaltung Vor Herausforderungen Und Im Umbruch
KMU Rundschau Magazin
22 Juni 2016
(PDF 290k)
Credit Suisse plant keine Fusion mit Deutscher Bank Schweizer Großbank startet mit Verlust ins Jahr / Fortschritte in Vermögensverwaltung
Frankfurter Allgemeine Zeitung
10 Mai 2016
(PDF 100k)
Why the wealth industry needs to urgently reinvent itself
Hubbis
11 April 2016
What the wealth industry needs next
WealthBriefing IFC World Book
7 April 2016
(PDF 180k)
OCBC Takes Barclays Wealth in Asia
FinNews Asia
7 April 2016
Barclays Sells Hong Kong, Singapore Wealth Businesses To Local Asian Player
Wealth Briefing
7 April 2016
Singapore's OCBC wins the bidding for Barclays Wealth in Asia
TheWealthNET
7 April 2016
Il avait toujours une longueur d’avance
L'Agefi
15 mars 2016
Famed Swiss private banking leader passes away
TheWealthNET
15 March 2016
Edgar de Picciotto, Hedge-Fund Pioneer, Dies at Age of 86
Bloomberg Business
14 March 2016
Un véritable prestataire de premier choix
L'Agefi
9 Mars 2016
EFG to Create Top Five Swiss Private Bank After BSI Deal
Bloomberg Business
22 February 2016
Let the bidding begin for $80 billion of private client assets
TheWealthNET
8 December 2015
Former ING Barings head joins Millenium
TheWealthNET
November 2015
Tausende
Jobs bei
Banken
in Gefahr
NZZ am Sonntag
October 2015
«Derzeit gibt es wenige Banken,
die zu einem vernünftigen Preis zu kaufen sind»
AZ Medien
October 2015
Credit Suisse CEO to split the bank
Euromoney
21 October 2015
Collaboration – the new growth paradigm
WealthGram
October 2015
Brevan Howard switch ends talk of London exodus
Financial Times
19 July 2015
Small deals becoming big business in Switzerland
Hubbis
12 May 2015
Ray Soudah: «Milliarden von Dollar sind in Bewegung»
Finews
12 Mai 2015
«Bis zu einer Billion US-Dollar sind neu zu segmentieren»
Liechtensteiner Vaterland
9 Mai 2015
(PDF 110k)
«Der Kunde will mitreden können»
Finanz und Wirthschaft
24 April 2015
Des milliards en mouvement
L'Agefi
16 avril 2015
(PDF 89k)
Neue «Dating-Plattform» für Vermögensverwalter
Finews
14 April 2015
MilleniumAssociates Talks Billions On The Move In Private Banking
Wealth Briefing
14 April 2015
(PDF 98k)
Billions on the move
Hubbis
14 April 2015
The private bank which finally broke the curse of Madoff
The WealthNet
7 April 2015
(PDF 66k)
Billions on the move
Private Banker International
26 March 2015
(PDF 103k)
Comment les gérants se rapprochent
L'Agefi
12 mars 2015
(PDF 63k)
Leaked HSBC files damage bank and lift veil on banking secrecy
Financial Times
9 February 2015
Swiss private banks fight to survive
Swissinfo
26 January 2015
Swiss private banks fight for survival
Financial Times
25 January 2015
CHF unpegging vexes M&A outlook for small Swiss private banks
Euromoney
22 January 2015
Tougher operating environment calls for a new private banking business model
Financial Times
23 November 2014
International tax provisions crush Swiss banks?
Euromoney
September 2014
Big tickets mean big redemption risks
Financial Times
3 August 2014
Ehemaliger UBS- und CS-Banker geht zu Millenium Associates
Finews
22 Juli 2014
Dans l’intérêt de l’acquéreur
L'Agefi
18 juilette 2014
(PDF 124k)
Ganze Banken will
niemand kaufen
Schweizer Bank
18 Juli 2014
(PDF 579k)
Common touch replaces the smell of money
Financial Times
22 June 2014
Want to join Europe's most exclusive 'client segmentation' club?
TheWealthNet
2 June 2014
(PDF 42k)
Clients in danger of losing in private banking kickabout
Professional Wealth Management
2 June 2014
Kundenportefeuilles in der Krise neu gebündelt
Finanz und Wirthschaft
27 Mai 2014
(PDF 135k)
Vor dem Handschlag
Handelszeitung
15 Mai 2014
(PDF 130k)
Has the 'relationship' left the relationship manager?
Euromoney
6 May 2014
Don't Expect Any Slowdown In Wealth M&A Yet; Slick Execution Is Vital
WealthBriefing
2 May 2014
(PDF 95k)
The SFr475 billion offshore private-client transfer
Euromoney
23 April 2014
(PDF 280k)
Les transferts de clientèles pour remplacer les fusions
L'Agefi
19 avril 2014
(PDF 809k)
New Service Taps Need To Efficiently Re-Segment Clients, Move Declared Money
WealthBriefing
7 April 2014
(PDF 44k)
Des échanges plutôt que des M&A
L'Agefi
7 avril 2014
(PDF 310k)
Offshore-Bereinigung: So wird es einfacher für alle
Finews
7 April 2014
UniCredit’s plan to sell Pioneer labelled ‘strange’
Financial Times
23 March 2014
Société Générale's return home a sign of things to come
Professional Wealth Management
21 March 2014
Der Finanzsektor schrumpft doch
Finews
26 Februar 2014
Ray Soudah: «Übernahmen sind derzeit unmöglich»
Finews
10 Februar 2014
BMO could face rival bids for F&C
Financial Times
31 January 2014
Swiss must use crisis to forge new models
Professional Wealth Management
29 November 2013
Aberdeen M&A deal prevails despite Swip outflows
Financial Times
17 November 2013
Saving the poisoned Swiss cash cow
Financial Times
10 November 2013
Spotlighting success in private banking
Professional Wealth Management
31 October 2013
Goldman backs money market funds
Financial Times
27 October 2013
Private Banks Leave Switzerland as End of Secrecy Hurts Profits
Bloomberg Businessweek
30 June 2013
Ex-BCV-Banker stösst zu MilleniumAssociates
Finews
18 Juni 2013
Schweizer Privatbanken finden keine Käufer
Aargauer Zeitung
12 Juni 2013
(PDF 999k)
MilleniumAssociates ausgezeichnet
Finews
2 Oktober 2013
Foreign managers fight for Asia’s ‘hearts and minds
Financial Times
2 June 2013
Judges - Global Private Banking Awards 2013
Professional Wealth Management
3 May 2013
(PDF 183k)
«Steueroptimierung in legalem Rahmen ist durchaus eine Option»
Finews
6 Mai 2013
Will Cyprus survive as an international financial centre?
Professional Wealth Management
1 May 2013
MilleniumAssociates heuert Ex-Banker an
Finews
9 April 2013
Structural shifts imply Swiss focus is overseas
Professional Wealth Management
27 February 2013
Scandals dent Swiss asset hunt
Financial Times
27 January 2013
Wegelin down but battle not over
Financial Times
20 January 2013
Leading players to dispose of private banking offshoots
Professional Wealth Management
4 December 2012
Upheavals push wealth management to the fore
Professional Wealth Management
4 December 2012
Private banks turning Eastern promise into reality
Professional Wealth Management
3 December 2012
IBS Journal Wealth Management Supplement 2012
IBS Journal
5 November 2012
Higher M&A prices for EM wealth managers: Scorpio
Ignites Asia
18 October 2012
(PDF 27k)
Evolution key to ending Swiss spell in purgatory
Professional Wealth Management
26 September 2012
«Les bénéfices des banques suisses
sont en partie artificiels»
Le Temps
26 septembre 2012
(PDF 171k)
Untenable positions may force UK firms to seek buyers
Professional Wealth Management
26 September 2012
La pression réglementaire partagée
L'Agefi
19 septembre 2012
(PDF 209k)
Swiss banks search for alternatives to M&A boom
Professional Wealth Management
30 August 2012
Julius Baer Said Near Deal to Acquire Merrill Non-U.S. Units
Bloomberg
11 August 2012
Zahnloser Drache
Handelszeitung
26 Juli 2012
(PDF 98k)
SWFs go shopping for managers
Financial Times
15 July 2012
(PDF 146k)
Ray Soudah: the M&A outlook for UK wealth management
Citywire
21 June 2012
Ausverkaufsstimmung bei Schweizer Privatbanken
Aargauer Zeitung
29 Juni 2012
(PDF 155k)
Die Suche nach dem perfekten Deal
Finanz und Wirthschaft
20 Juni 2012
(PDF 146k)
Ray Soudah: «Raréfaction de la demande»
L'Agefi
15 juin 2012
(PDF 171k)
Ray Soudah: «Das Profil der Konsolidierungsgewinner»
Finews
11 Juni 2012
(PDF 106k)
Ray Soudah: « Bankenkonsolidierung: Was läuft in England? >»
Finews
25 Mai 2012
(PDF 105k)
Ray Soudah: «La consolidation tant annoncées»
L'Agefi
16 mai 2012
(PDF 202k)
Ray Soudah: «Konsolidierung? Welche Konsolidierung?»
Finnews
14 Mai 2012
(PDF 107k)
Allianz zwischen Sasfin Corporate Finance und MilleniumAssociates AG
MoneyCab
13 Mai 2012
Swiss M&A advisory firm partners with entrepreneur-focused bank
The Wealth Net
9 May 2012
(PDF 38k)
Sasfin Corporate Finance, MilleniumAssociates form alliance
Business Live
8 May 2012
Swiss scandals could signal end of an era
Professional Wealth Management
30 January 2012
(PDF 109k)
Hildebrand case puts spotlight on bank secrecy
Financial Times
12 January 2012
(PDF 81k)
Buyout fever sweeps the private banking business in 'fire sale' disposals
The Wealth Net
9 January 2012
(PDF 47k)
10 bis 20 Prozent weniger Stellen
Schweizer Bank (in German)
20 Dezember 2011
(PDF 230k)
Swiss banks set for greater consolidation
Financial Times
4 December 2011
(PDF 110k)
Clariden Leu hätte man nach Asien verkaufen können
FI News
(in German)
1 December 2011
(PDF 94k)
Clariden Leu was not obsolescent
Handelszeitung
(English Translation)
1 December 2011
(PDF 169k)
MilleniumAssociates judge at the 'Global Banking Awards 2011'
BusinessLife.co
(in English)
7 November 2011
(link)
Die Grossen werden noch grösser
Handelszeitung
(in German)
5 May 2011
(PDF 122k)
Interview with Ray Soudah
Moneycab
(in German)
4. May 2011
(PDF 86k)
Ray Soudah: «L'action UBS peut grimper au plus à 40
francs»
Le Temps
30 avril 2011
(PDF 45k)
Smaller private banks should sell out or specialize -
M&A expert
EUBankers.net
1 April 2011
(PDF 26k)
M&A will shape the future of investment, globally
Professional Investor
Spring 2011
(PDF 200k)
La réglementation: un mal ou un bien pour le secteur
financier?
marchet.ch
(in French)
March 2010
(PDF 60k)
Approaching the divide
PWM Professional Wealth
Management
March 2011
(PDF 162k)
Getting out of Swiss banks?
Private
Banker International
February 2011
(PDF 92k)
New players move in on banks' turf
Financial Times
17 October 2010
(PDF 30k)
Steter
Strom von Deals
Finanz und Wirtschaft (in
German)
14 July 2010
(PDF 837k)
Banken stehen vor Spielzug
Handelszeitung (in German)
7 July 2010
(PDF 38k)
Banking secrecy is slipping away
Connexion
June 2010 edition
(PDF 23k)
Swiss Banks Move From Tax Havens To Tax Cops
Wall Street Journal
28 April 2010
(PDF 22k)
Big Bang dans la gouvernance des banques
Le Temps
(in French)
22 January 2010
(PDF 49k)
Liebesbezeugung an das eigene Fondsgeschäft
Schweizer Bank
(in German)
February 2010
(PDF 172k)
Lack of quality holds back bidders
Private Banker
International
January 2010
(PDF 237k)
Two frontrunners emerge in German private landscape
The Banker
30 December 2009
(PDF 40k)
Reasons for cheer and for caution
Financial Times
20 December 2009
(PDF 38k)
More state-supported banks head for the private banking exits
Private Banker
International
16 December 2009
(PDF 24k)
A new era in wealth management
PWM Professional Wealth
Management
9 December 2009
(PDF 33k)
Question-mark over Brown Shipley's future as owner restructures
TheWealthNet
16 November 2009
(PDF 35k)
Euro view: More mergers and acquisitions, please
Financial Times
2 November 2009
(PDF 28k)
Five ways to repair Switzerland's reputation
Article by Ray Soudah
Financial Times
11 October 2009
(PDF 28k)
Expansion, not survival, will drive M&A: Report
Ignites Europe
2 September 2009
(PDF 19k)
Ray Soudah: « Die UBS war gross
und übermütig »
finews.ch
(in German)
24 August 2009
(PDF 42k)
Big M&A is back in private banking
Private Banker
International
19 August 2009
(PDF 25k)
Swiss banks steer closer to transparency
FTFM
6 August 2009
(PDF 29k)
Commerzbank contrainte de céder sa filiale suisse
L’établissement allemand se sépare de l’entité zurichoise héritée de la
Dresdner. Ce retrait de la scène de la gestion de fortune helvétique
reflète les restructurations imposées par Berlin aux banques sauvées par
le contribuable… plus qu’une fuite des groupes bancaires internationaux
face à la possible fin du secret bancaire.
Le Temps (in French)
28 July 2009
(PDF 46k)
Lifting the veil
The era of banking secrecy is over, meaning that the world has changed
for Swiss banks. But how they position themselves in the new financial
landscape has huge implications for the whole wealth management industry,
writes Yuri Bender.
Private Wealth Management (Financial
Times)
July/August 2009
(PDF 402k)
Banks expect end to fragmentation
Financial News
6 July 2009
(PDF 147k)
Survey shows private bankers are in an acquisitive mood
Financial News
29 June 2009
(PDF 33k)
Das Karusell dreht sich
Es sind vor allem Probleme der jeweiligen Muttergesellschaften, die
unter den in der Schweiz ansässigen Auslandsbanken eine grosse Umwälzung
ausgelöst haben.
Schweizer Bank (in German)
July 2009
(PDF 629k)
BGI may be the exception in sale potential - M&A expert
IPE.com
8 June 2009
(PDF 50k)
Trennung findet keine Nachahmer
Aus eins mach zwei: Bei Julius Bär haben Aktionäre jetzt die Wahl. Doch
mit der Idee der Aufspaltung bleibt das Institut vorläufig allein auf
weiter Flur.
Handelszeitung (in German)
26 May 2009
(PDF 50k)
Potential owner of Kleinwort Benson needs to reassure clients and
advisors, says MilleniumAssociates' Soudah
The Wealth Net
22 May 2009
(PDF 29k)
Clampdown on bank secrecy fuels drive to consolidate
Financial Times
5 April 2009
(PDF 24k)
Die Zeit ist reif für Käufe
Interview with Ray Soudah, Founder of MilleniumAssociates
Finanz und Wirtschaft (in German)
21 March 2009
(PDF 660k)
Swiss-Based Norinvest Acquires Private Bank
WealthBriefing
17 March 2009
(PDF 43k)
Troubled Geneva-based private bank sells up
WealthBulletin
17 March 2009
(PDF 43k)
Kleinbanken werden ihre Chancen nutzen
"Bis auf Notverkäufe gibt es fast keine Übernahmen im Bankensektor" sagt
Ray Soudah, Gründer von MilleniumAssociates...
Handelszeitung (in German)
17 March 2009
(PDF 41k)
ANALYSIS: Pssssst-wanna wet up your own private banking advisory?
TheWealthNet
16 March 2009
(PDF 38k)
Swiss banks steer closer to transparency
FTFM
9 August 2009
(PDF 29k)
The urge to merge in wealth is expected to surge
WealthBulletin
12 January 2009
(PDF 119k)
How will wealth management adapt to the challenges of 2009?
WealthBriefing
6 January 2009
(PDF 53k)
Spekulationen
um Asset-Management der CS
Verschärfter Kostendruck legt Ausgliederung nahe.
NZZ (in German)
15 November 2008
(PDF 115k)
Staatshilfe:
Fluch oder Segen?
Die schützende Hand des Staates beruhigt zwar die Bankkunden, bringt
aber neue Imageprobleme mit sich.
Handelszeitung (in German)
21 October 2008
(PDF 42k)
Pensions have billions in toxic assets
Financial Times
20 October 2008
(PDF 22k)
Strains from credit crisis may split the industry
Financial Times
19 October 2008
(PDF 83k)
Swiss-based Valartis buys Austrian subsidiary of Irish Bank
WealthBriefing
5 September 2008
(PDF 44k)
UBS takes brave step, but complete breakup still makes sense say
analysts
WealthBriefing
13 August 2008
(PDF 20k)
Aktienrückkäufe erreichen Rekordhöhen
Der Mobilfunkanbieter
Vodafone kündigt ein neues Programm an.
NZZ (in German)
24 July 2008
(PDF 23k)
Neue Regeln werfen Schatten voraus
Zusätzliche Vorschriften
sollen die Grossbanken sicherer machen. Die UBS muss deutlich mehr tun
als die Credit Suisse, um die geplante Verschuldensgrenze einzuhalten.
Banken sehen darin einen Wettbewerbsnachteil. Doch auch im Ausland
dürften die Regeln schärfer werden.
Handelszeitung (in German)
16 - 22 July 2008
(PDF 122k)
Wealth Managers Begin Planning for Prolonged Downturn
WealthBriefing
21 July 2008
(PDF 32k)
Ray Soudah prévoit la vente de Julius Bär
L'expert estime que la
bourse n'a pas intégré la redimensionnement des banques.
(in French)
Le Temps
24 May 2008
(PDF 593k)
Private Banks must beware risk of lawsuits over client losses
Private wealth managers
must be vigilant for a raft of lawsuits from irate clients who have lost
money amid the current market turmoil.
WealthBriefing
23 May 2008
(PDF 32k)
Swiss M&A Advisor forges alliance with UK wealth manager
WealthBriefing
22 May 2008
(PDF 19k)
Financial M&A specialist form strategic alliance to help boost presence
in Middle East
TheWealthNet
22 May 2008
(PDF 76k)
MilleniumAssociates signs strategic alliance with UK-based advisory
company
EUBankers.Net
21 May 2008
(PDF 25k)
Hoffnung schimmert durch
An den Kreditmärkten
zeichnet sich eine erste Erholung ab. Dies bedeutet aber nicht, dass die
Krise bald ausgestanden ist. Die Auswirkungen sind längerfristig.
Handelszeitung (in German)
30 April 2008
(PDF 232k)
Banks consolidate wealth divisions
Financial News
24 March 2008
(PDF 46k)
Don't overdo the gloom and doom
Financial Times
24 March 2008
(PDF 24k)
JP Morgan's purchase of Bear Stearns will NOT precipitate consolidation
says wealth management M&A expert
TheWealthNet
17 March 2008
(PDF 20k)
Erträge der Vermögensverwalter nehmen 2008 stark ab
Interview with Ray Soudah
Neue Zürcher Zeitung (in German)
4 March 2008
(PDF 30k)
Smart Wealth Management Operators will Benefit from Tougher M&A
Landscape
Article by Ray Soudah
Wealth Briefing
18 February 2008
(PDF 26k)
Wealth management M&A not affected by market downturn
Wealth Briefing
4 February 2008
(PDF 58k)
Private Banks face their own challenges
Financial Times
21 January 2008
(PDF 28k)