MilleniumAssociates enhances its Global Advisory Board naming Neil Fatharly as its latest member amongst further expansion moves. 'More risks than upside' in Liontrust acquisition of Gam Hedge funds return to Swiss private banking menu Watch Ray Soudah presenting at the January 2023 Peace City World Congress, launching the first of many "Smart" and green cities to be developed in Spain and the MENA region. BlackRock commits up to £200m to UK battery storage projects Jupiter sale ‘more likely’ after Robey Warshaw appointment Delighted to sponsor another successful British Swiss Chamber of Commerce Financial Services lunch Why searching for unicorns risks missing the real returns of tech investments Saudi Arabia dominates startup investment sector during May Consultants warn pension funds of NN IP on shortlists Governments can't afford to be nostalgic about cash in the age of crypto MilleniumAssociates further strengthens its green and sustainable transaction network team MilleniumAssociates renforce son réseau de transactions écologiques et durables MilleniumAssociates holt ESG-Expertin als Partnerin Hildebrand, ein Brite oder doch eine Frau? Intesa Sanpaolo Buys REYL Majority Stake Schroders Flags Big Ambitions UBS und Credit Suisse: Erzrivalen
oder plötzlich Partner? Switzerland's Two Largest Banks Toy With Marriage Swiss Private Banking M&A Noise Level Rises Post-Pandemic MilleniumAssociates celebrates its 20th Anniversary Les restes de la Falcon intéressent Heritage MilleniumAssociates enhances its Global Advisory Board Who's Moving Where In Wealth Management? - Brown Shipley, MilleniumAssociates, Others Millenium Associates binden einstigen Privatbank-Chef ein More M&A heat, but no fire yet HINTERGRUND-Schweizer Vermogensverwaltern drohen magere Jahre Was, wenn Ausländer Grossbanken kaufen? DWS-UBS tie-up would create €406bn European institutional manager Winners Of The WealthBriefing Swiss Awards 2019 Wealth management: The Next Generation Two Swiss banks set merger amid further attrition in Alpine banking Banca Arner geht mit Genfer Institut zusammen
UBP bets on Hong Kong hub to open up Asia
‘Tech and talent’ tonic key to banks’ slimline future Global Private Banking Awards 2018 - Analysis: US private banks spread their wings State of the M&A Scene of Swiss Independent Asset Management Industry
Investcorp buys 40% holding in Swiss private bank PBS
Le Groupe Eric Sturdza vend sa participation dans la Banque PBS Middle East Buyer takes stake in Geneva Private Bank
Trouble with Gam fund threatens franchise, say analysts
Nominations closing for WealthBriefing Swiss 7th Annual Awards 2019
Lombard Odier more than happy to occupy middle ground Imbalance in the State of the M&A Scene of Swiss Independent Asset Management Industry
Imbalances In Swiss Independent Asset Management M&A
«Verkaufsentscheide im Private Banking sind hochemotional» Scandal-hit private bank insists it's not for sale Bull run 'coming to an end' fuels M&A activity Millenium Associates im Land der Sphinx Expect A Big Private Bank Player To Vanish In
Next 12 Months, Says MilleniumAssociates'
Founder Collardis Einkaufstour war nicht billig Flut an Transaktionen in Grossbritannien Janus Henderson deal raises questions for staff and clients Millenium Associates: nomination d’un nouvel associé Millenium Associates erweitert Führungsteam Forse Brexit sarà una chance per la Svizzera Neustart Wagen - Vermögensverwaltung Vor Herausforderungen Und Im Umbruch Credit Suisse plant keine Fusion mit Deutscher Bank Schweizer Großbank startet mit Verlust ins Jahr / Fortschritte in Vermögensverwaltung Why the wealth industry needs to urgently reinvent itself What the wealth industry needs next OCBC Takes Barclays Wealth in Asia Barclays Sells Hong Kong, Singapore Wealth Businesses To Local Asian Player Singapore's OCBC wins the bidding for Barclays Wealth in Asia Il avait toujours une longueur d’avance Famed Swiss private banking leader passes away Edgar de Picciotto, Hedge-Fund Pioneer, Dies at Age of 86 Un véritable prestataire de premier choix EFG to Create Top Five Swiss Private Bank After BSI Deal Let the bidding begin for $80 billion of private client assets Former ING Barings head joins Millenium Tausende
Jobs bei
Banken
in Gefahr «Derzeit gibt es wenige Banken,
die zu einem vernünftigen Preis zu kaufen sind» Credit Suisse CEO to split the bank Collaboration – the new growth paradigm Brevan Howard switch ends talk of London exodus Small deals becoming big business in Switzerland Ray Soudah: «Milliarden von Dollar sind in Bewegung» «Bis zu einer Billion US-Dollar sind neu zu segmentieren» «Der Kunde will mitreden können» Des milliards en mouvement Neue «Dating-Plattform» für Vermögensverwalter MilleniumAssociates Talks Billions On The Move In Private Banking Billions on the move The private bank which finally broke the curse of Madoff Billions on the move Comment les gérants se rapprochent Leaked HSBC files damage bank and lift veil on banking secrecy Swiss private banks fight to survive Swiss private banks fight for survival CHF unpegging vexes M&A outlook for small Swiss private banks Tougher operating environment calls for a new private banking business model International tax provisions crush Swiss banks? Big tickets mean big redemption risks Ehemaliger UBS- und CS-Banker geht zu Millenium Associates Dans l’intérêt de l’acquéreur Ganze Banken will
niemand kaufen Common touch replaces the smell of money Want to join Europe's most exclusive 'client segmentation' club? Clients in danger of losing in private banking kickabout Kundenportefeuilles in der Krise neu gebündelt Vor dem Handschlag Has the 'relationship' left the relationship manager? Don't Expect Any Slowdown In Wealth M&A Yet; Slick Execution Is Vital The SFr475 billion offshore private-client transfer Les transferts de clientèles pour remplacer les fusions New Service Taps Need To Efficiently Re-Segment Clients, Move Declared Money Des échanges plutôt que des M&A Offshore-Bereinigung: So wird es einfacher für alle UniCredit’s plan to sell Pioneer labelled ‘strange’ Société Générale's return home a sign of things to come Der Finanzsektor schrumpft doch Ray Soudah: «Übernahmen sind derzeit unmöglich» BMO could face rival bids for F&C Swiss must use crisis to forge new models Aberdeen M&A deal prevails despite Swip outflows Saving the poisoned Swiss cash cow Spotlighting success in private banking Goldman backs money market funds Private Banks Leave Switzerland as End of Secrecy Hurts Profits Ex-BCV-Banker stösst zu MilleniumAssociates Schweizer Privatbanken finden keine Käufer MilleniumAssociates ausgezeichnet Foreign managers fight for Asia’s ‘hearts and minds Judges - Global Private Banking Awards 2013 «Steueroptimierung in legalem Rahmen ist durchaus eine Option» Will Cyprus survive as an international financial centre? MilleniumAssociates heuert Ex-Banker an Structural shifts imply Swiss focus is overseas Scandals dent Swiss asset hunt Wegelin down but battle not over Leading players to dispose of private banking offshoots Upheavals push wealth management to the fore Private banks turning Eastern promise into reality IBS Journal Wealth Management Supplement 2012 Higher M&A prices for EM wealth managers: Scorpio Evolution key to ending Swiss spell in purgatory «Les bénéfices des banques suisses
sont en partie artificiels» Untenable positions may force UK firms to seek buyers La pression réglementaire partagée Swiss banks search for alternatives to M&A boom Julius Baer Said Near Deal to Acquire Merrill Non-U.S. Units Zahnloser Drache SWFs go shopping for managers Ray Soudah: the M&A outlook for UK wealth management Ausverkaufsstimmung bei Schweizer Privatbanken Die Suche nach dem perfekten Deal Ray Soudah: «Raréfaction de la demande» Ray Soudah: «Das Profil der Konsolidierungsgewinner» Ray Soudah: « Bankenkonsolidierung: Was läuft in England? >» Ray Soudah: «La consolidation tant annoncées» Ray Soudah: «Konsolidierung? Welche Konsolidierung?» Allianz zwischen Sasfin Corporate Finance und MilleniumAssociates AG Swiss M&A advisory firm partners with entrepreneur-focused bank Sasfin Corporate Finance, MilleniumAssociates form alliance Swiss scandals could signal end of an era Hildebrand case puts spotlight on bank secrecy Buyout fever sweeps the private banking business in 'fire sale' disposals 10 bis 20 Prozent weniger Stellen Swiss banks set for greater consolidation Clariden Leu hätte man nach Asien verkaufen können Clariden Leu was not obsolescent MilleniumAssociates judge at the 'Global Banking Awards 2011' Die Grossen werden noch grösser Interview with Ray Soudah Ray Soudah: «L'action UBS peut grimper au plus à 40
francs» Smaller private banks should sell out or specialize -
M&A expert M&A will shape the future of investment, globally La réglementation: un mal ou un bien pour le secteur
financier? Approaching the divide Getting out of Swiss banks? New players move in on banks' turf Steter
Strom von Deals Banken stehen vor Spielzug Banking secrecy is slipping away Swiss Banks Move From Tax Havens To Tax Cops Big Bang dans la gouvernance des banques Liebesbezeugung an das eigene Fondsgeschäft Lack of quality holds back bidders Two frontrunners emerge in German private landscape Reasons for cheer and for caution More state-supported banks head for the private banking exits A new era in wealth management Question-mark over Brown Shipley's future as owner restructures Euro view: More mergers and acquisitions, please Five ways to repair Switzerland's reputation Expansion, not survival, will drive M&A: Report Ray Soudah: « Die UBS war gross
und übermütig » Big M&A is back in private banking Swiss banks steer closer to transparency Commerzbank contrainte de céder sa filiale suisse Lifting the veil Banks expect end to fragmentation Survey shows private bankers are in an acquisitive mood Das Karusell dreht sich BGI may be the exception in sale potential - M&A expert Trennung findet keine Nachahmer Potential owner of Kleinwort Benson needs to reassure clients and
advisors, says MilleniumAssociates' Soudah Clampdown on bank secrecy fuels drive to consolidate Die Zeit ist reif für Käufe Swiss-Based Norinvest Acquires Private Bank Troubled Geneva-based private bank sells up Kleinbanken werden ihre Chancen nutzen ANALYSIS: Pssssst-wanna wet up your own private banking advisory? Swiss banks steer closer to transparency The urge to merge in wealth is expected to surge How will wealth management adapt to the challenges of 2009? Spekulationen
um Asset-Management der CS Staatshilfe:
Fluch oder Segen? Pensions have billions in toxic assets Strains from credit crisis may split the industry Swiss-based Valartis buys Austrian subsidiary of Irish Bank UBS takes brave step, but complete breakup still makes sense say
analysts Aktienrückkäufe erreichen Rekordhöhen Neue Regeln werfen Schatten voraus Wealth Managers Begin Planning for Prolonged Downturn Ray Soudah prévoit la vente de Julius Bär Private Banks must beware risk of lawsuits over client losses Swiss M&A Advisor forges alliance with UK wealth manager Financial M&A specialist form strategic alliance to help boost presence
in Middle East MilleniumAssociates signs strategic alliance with UK-based advisory
company Hoffnung schimmert durch Banks consolidate wealth divisions Don't overdo the gloom and doom JP Morgan's purchase of Bear Stearns will NOT precipitate consolidation
says wealth management M&A expert Erträge der Vermögensverwalter nehmen 2008 stark ab Smart Wealth Management Operators will Benefit from Tougher M&A
Landscape Wealth management M&A not affected by market downturn Private Banks face their own challenges
30 January 2025
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10th June2022
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10 May 2021
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18 novembre 2020
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18 November 2020
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6 October 2020
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4 June 2020
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23. Juni 2019
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14 May 2018
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6 Februar 2017
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6 October 2016
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14 September 2016
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13 September 2016
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10 Mai 2016
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11 April 2016
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15 mars 2016
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L'Agefi
9 Mars 2016
Bloomberg Business
22 February 2016
TheWealthNET
8 December 2015
TheWealthNET
November 2015
NZZ am Sonntag
October 2015
AZ Medien
October 2015
Euromoney
21 October 2015
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October 2015
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19 July 2015
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12 May 2015
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12 Mai 2015
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9 Mai 2015
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24 April 2015
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16 avril 2015
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14 April 2015
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14 April 2015
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14 April 2015
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7 April 2015
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26 March 2015
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12 mars 2015
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9 February 2015
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26 January 2015
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25 January 2015
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23 November 2014
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3 August 2014
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18 juilette 2014
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3 May 2013
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6 Mai 2013
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1 May 2013
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9 April 2013
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27 February 2013
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27 January 2013
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20 January 2013
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9 January 2012
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20 Dezember 2011
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4 December 2011
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5 May 2011
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30 avril 2011
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1 April 2011
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17 October 2010
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19 August 2009
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6 August 2009
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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)
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
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July/August 2009
(PDF 402k)
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6 July 2009
(PDF 147k)
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29 June 2009
(PDF 33k)
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)
IPE.com
8 June 2009
(PDF 50k)
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)
The Wealth Net
22 May 2009
(PDF 29k)
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5 April 2009
(PDF 24k)
Interview with Ray Soudah, Founder of MilleniumAssociates
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21 March 2009
(PDF 660k)
WealthBriefing
17 March 2009
(PDF 43k)
WealthBulletin
17 March 2009
(PDF 43k)
"Bis auf Notverkäufe gibt es fast keine Übernahmen im Bankensektor" sagt
Ray Soudah, Gründer von MilleniumAssociates...
Handelszeitung (in German)
17 March 2009
(PDF 41k)
TheWealthNet
16 March 2009
(PDF 38k)
FTFM
9 August 2009
(PDF 29k)
WealthBulletin
12 January 2009
(PDF 119k)
WealthBriefing
6 January 2009
(PDF 53k)
Verschärfter Kostendruck legt Ausgliederung nahe.
NZZ (in German)
15 November 2008
(PDF 115k)
Die schützende Hand des Staates beruhigt zwar die Bankkunden, bringt
aber neue Imageprobleme mit sich.
Handelszeitung (in German)
21 October 2008
(PDF 42k)
Financial Times
20 October 2008
(PDF 22k)
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19 October 2008
(PDF 83k)
WealthBriefing
5 September 2008
(PDF 44k)
WealthBriefing
13 August 2008
(PDF 20k)
Der Mobilfunkanbieter
Vodafone kündigt ein neues Programm an.
NZZ (in German)
24 July 2008
(PDF 23k)
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)
WealthBriefing
21 July 2008
(PDF 32k)
L'expert estime que la
bourse n'a pas intégré la redimensionnement des banques.
(in French)
Le Temps
24 May 2008
(PDF 593k)
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)
WealthBriefing
22 May 2008
(PDF 19k)
TheWealthNet
22 May 2008
(PDF 76k)
EUBankers.Net
21 May 2008
(PDF 25k)
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)
Financial News
24 March 2008
(PDF 46k)
Financial Times
24 March 2008
(PDF 24k)
TheWealthNet
17 March 2008
(PDF 20k)
Interview with Ray Soudah
Neue Zürcher Zeitung (in German)
4 March 2008
(PDF 30k)
Article by Ray Soudah
Wealth Briefing
18 February 2008
(PDF 26k)
Wealth Briefing
4 February 2008
(PDF 58k)
Financial Times
21 January 2008
(PDF 28k)