Our Clients > Financial Services practice

Our Financial Services practice focuses on M&A and corporate advisory for the Swiss and international financial services industry with particular emphasis and experience in the wealth & asset management, private banking, independent asset management & financial advisory, fund management, alternative investment management, private equity and securities brokerage sectors.

  • Focused on the financial services industry
  • Emphasis on private banking and asset/wealth management and related businesses
  • Over 150 man years of collective M&A experience
  • All have practical work experience in the financial services industry
  • Fully familiar with industry-specific decision parameters
  • Special emphasis on private banking and asset/wealth management and related businesses
  • Understanding strategic, financial and economic framework conditions
  • Insight into industry drivers & key trends
  • Experience and relationships means detailed understanding of the strategies, financials and economics of key players
  • Experience in all major European, North & South American, Middle Eastern and Asian markets as well as key offshore centres
  • Established confidential channels with key counter parties globally
  • Key industry influencer with network and know-how to offer solutions
  • Stand alone platforms

As well as working with these institutions regarding their own M&A needs, MilleniumAssociates also works with select financial services partners enabling them to support the M&A needs of their clients through its Entrepreneurs and Corporates Practice.

Recently Millenium Associates has also successfully launched an innovative programme named CATCH® enabling participating private banks, wealth and asset managers to manage their client and market focus resegmentation strategies in a cooperative, orderly and profitable manner.