Millennium Banque Privée has won the award for “Outstanding Boutique Private Bank in Switzerland ” at 2019 Private Banking International (PBI) Awards in Switzerland.

The Annual Private Banking and Wealth Management Switzerland Conference, promoted by PBI, took place on December 11th, in Zurich.

The event explored how the industry is adapting to market and technological shifts, as the sector faces increasing pressure from non-traditional market entrants, squeezed margins and digital change.

José Uribarri Soares, Head of IT and Business Development at Millennium Banque Privée, was an invited speaker in the afternoon.

After the Conference, the evening celebrated the most successful initiatives from private banks and wealth management companies in 2019.

Millennium Banque Privée has won the award for “Outstanding Boutique Private Bank in Switzerland ” in 2019. This award celebrates the best among the boutique private banks that are successfully serving wealthy clients in Switzerland.

A strong Client loyalty, paired with an above the average annual staff retention, and the recognized competence to do above - and beyond - for its Clients, were highlighted as the biggest strengths in Millennium Banque Privée.

Following the series of events held in partnership with Guide Investimentos in Brazil, Millennium Banque Privée organized, in São Paulo on August 15th, a conference about Brazilian and World economic outlook.

The event took place at Museu da Casa Brasileira, a unique and charming place in São Paulo that celebrates Brazilian art and culture, and was followed by a cocktail. The conference was opened by José Salgado (CEO of Millennium Banque Privée) and proceeded with presentations of Pedro Carregosa (Head of Latin Markets in Mbp), Felipe Steinfeld (Director of Wealth Management in Guide Investimentos), José Maria Brandão de Brito (Chief economist of Millenniumbcp Group) and João Rosal (Economist of the Institutional Bureau of Guide Investimentos). A diversified panel of speakers that discussed finantial and economic opportunities for an audience of around 130 guests.

A Polish version of Millennium Banque Privée brochure is now available!

More than a year after his election, Angola’s President, João Lourenço, has embarked on an ambitious policy of development and promotion of the country in the international economy. The challenges are many. Opportunities too. Read the economic analysis of José Dias Coelho, Head of EAM & Africa Desk of Millennium Banque Privée, regarding the ambitious “Angolan Development Plan 2018-2022” (article in French).

In its third year, Private Banking & Wealth Management: Switzerland 2018 returned to Zurich, at The Marriott Hotel on the 12th December . Millennium Banque Privée sponsored the event once more and José Uribarri Soares  - Head of IT and Business Development  in Millennium Banque Privée-  was one of the guest speakers of the conference.  Taking part of the second panel of the day - New Model Private Banking – José Uribarri Soares talked about repositioning the private bank, the implications for service, delivery and product distribution in the age of the digital wealth manager, and the strategies for appealing to the millennial millionaire, and getting ready for the end of private client loyalty.  A very interesting presentation that led to a debate around the theme “private banking for the digital age”. The evening hosted a gala dinner to reveal the winners of 2018 Private Banking & Wealth Management Awards, which celebrate excellence in the private banking industry.  Millennium Banque Privée was represented by Raoul Ducrest, Chief Financial Officer; José Uribarri Soares Head of IT and Business Development  and José Dias Coelho, Head of Africa & EAM Desk.

On December 12th and 13th, Millennium Banque Privée presented the economic and financial Outlook for 2019, respectively in Oporto and Lisbon, under the theme "Navigating the changing tides". An invited audience attended a presentation of the House View given by the Head of Investment Advisory Services from Millennium Banque Privée, Vitor Santos, with an optimistic vision about the future.

On December 12, the Oporto event was held in the emblematic and historic Palácio do Freixo. The presentation was preceded by a dinner and led to the active participation of the audience, with an interesting debate and exchange of ideas.

In Lisbon, the presentation was hosted by the artist Joana Vasconcelos in her atelier. The artist offered Millennium Banque Privée  guests a guided and personalized tour of her work and creative process. The event was an unique opportunity to get to know the artist, her work, the backstage and to further enhance the inextricable link between art and finance.

Themes in both evenings included the challenges of 2018,  the political risks of Italy and Brexit, the trade war between the USA and China and the progress of the Portuguese economy.

Associação das Empresas Familiares celebrates its 20th anniversary this year and held a congress on the campus of Nova SBE, under the theme Family Business 4.0. The congress, which took place on November 30, had as guest speaker José Salgado, CEO of the Millennium Banque Privée. José Salgado's presentation focused on "Innovation in Banking", with an analytical look at the current challenges of the banking industry, namely how technologies are impacting business models and which strategies are best adopted. The main focus was undoubtedly the Digital and the so-called "Bank of the Future". In line with the theme of the congress itself, we talked about Innovation, digital transformation and how Family Business can be at the forefront of change. Millennium Banque Privée once again teamed up with Associação das Empresas Familiares, sharing values and knowledge to provide immediate answers to the challenges posed by the Age of Industry 4.0.

Millennium Banque Privée celebrated its 15th anniversary in Porto, on October 12, with a cocktail that brought together around 200 guests.

With opening speeches of Millennium bcp CEO - Miguel Maya and Millennium Banque Privée CEO - José Salgado, and closing of Millennium Vice President - João Nuno Palma, the Bank celebrated its 15 years in Switzerland, Geneva, and its healthy and sustainable growth over the years, with an optimistic look towards the future.

The cocktail was held under the "Wine and Dine" theme, with the special participation of the Douro Boys, the five known wine producers in the Douro.Guests could experience a dinner menu with wine harmonization. 

The Arab Hall of the old Stock Exchange Palace (Palácio da Bolsa) received Clients and partners, employees and Members of the Executive Committee of Millennium bcp and the Board Members of the Millennium Banque Privée, a variety of distinguished guests in an evening to "Celebrate the past while building a future to look forward to".

Discover an expert view on how to invest in Angola, given by José Dias Coelho, head of African Desk in Millennium Banque Privée, in an article in Africa Report Magazine.

An expert view on how to invest in Angola and Mozambique, given by José Dias Coelho, head of African Desk in Millennium Banque Privée, in an interview to the Swiss magazine PME Magazine. (article in French)

Please read the interesting article from Ram Etwareea showing an example how the textile sector in Portugal is flourishing.

You can find the opinion of José Salgado, CEO of Millennium Banque Privée, about the Portuguese economy in general.

Millennium Banque Privée is happy to share with you an article printed today in Le Temps.

The journalist Ram Etwareea interviewed José Salgado, CEO of Millennium Banque Privée and José Dias Coelho, Head of Africa and EAM Desk, regarding the Chinese and Angolan market.

Discover all their answers by clicking on the following link !

A big thank to Le Temps and especially to Ram Etwareea for this great article.

Allnews was launched on the 5th of February by economic and financial experts, www.allnews.chis the first Swiss-French digital financial platform aiming to be a reference meeting point. This platform collects as well as synthesizes news and analyses in order to offer at a glance the crucial information to keep updated with market developments. The editorial team, managed by Nicolette de Joncaire, is made of NZZ’s, Le Temps’s and L’Agefi’s former journalists.

Allnews recently contacted Millennium Banque Privée to talk about Portugal and the "rebirth" of the Portuguese economy.

Click on the link bellow to read José Salgado’s interview!
https://www.allnews.ch/content/interviews/renaissance-%C3%A9conomique-du-portugal

Millennium Banque Privée wishes you a Merry Christmas and welcomes you into a prosperous 2018 with us!

Better than anyone, José Uribarri Soares the CTO of Millennium Banque Privée, explained all the different phases he expects the Fintech companies to go through and how small Banks, like us, should react to all this buzz.

Follow the link to read the full article (in French, translated to English)

Get some answers and ideas from the article written by José Dias Coelho, our Head of the African and External Asset Manager Team, published in Le Temps.

Follow the link to read the full article (in French, translated to Portuguese)

CEOs of the largest African and international companies, political decision makers from more than 40 African countries and the most active bankers and investors on the continent will gather on the 20th and 21st March at the InterContinental Hotel in Geneva for the 5^th edition of the Africa CEO Forum.

 We are proud to be part of this event as a sponsor as we assume that the continent is full of opportunities for investors. Our African and European Desk will be present during these two days to take part of the debate. Feel free to contact us for any further information.

How to invest in Sub-Saharan Africa?

Get some ideas from the article written by José Dias Coelho, our Head of the African and External Asset Manager Team, published in Bilan – La reference Suisse de l’économie

Follow the link to read the full article (in French)

The Automatic Exchange of Information is a topic that concerns many Banks and several Clients in different countries. There is several information about it and to avoid getting lost, Millennium Banque Privée has prepared a summary.

Click here to download the presentation.

Deal all,

Please note that Millennium Banque Privée will be closed the following dates:

Friday December 23 afternoon

Monday December 26 all day

Friday December 30 afternoon

Monday January 2 all day.

Millennium Banque Privée wishes you…

Protection to feel safe and at peace wherever you go

Independence to make unbiased decisions

Transparency to have partners who speak clearly to you

Innovation to profit from the ongoing digital revolution

Flexibility to take advantage of any opportunity

… a Magnificent new year!

Millennium Banque Privée was recognized yesterday in the first Private Banker International Conference and Awards in Switzerland 2016.

The Bank received the "Editor's Choice Award" for its "Innovative Wealth Management Technology Platform". This prize rewards Millennium’s long term, future oriented strategy and its ability to develop and use new technologies to enhance communication and innovation for its clients.
Click here for more information.

Download our press release by following the link.

Millennium Banque Privée is highlighted by the Swiss newspaper « Le Temps ». The article (3rd of October 2016) quotes our relevant business model, different from our competitors that allows us to face the (new) challenges from Geneva financial center with confidence. Please follow the link to read the article (in French)

Find out the key financial data of Millennium Banque Privée  for the first half of 2016, compared with the same period of the previous year.

Please click on the link below to download the one page summary.

Following the shocking result of last Friday, our Investment Advisory Team has put together a concise and straight to the point comment. The note goes through their views and what has been done before and after on the portfolios under management.

Please click on the link below to download the full document.

D-1 of the voting day that could change Europe!

Click on the link below to read the opinion from Millennium Banque Privée's Investment Team.

Millennium Banque Privée has just launched its 2015 Annual Report.

We kindly invite you to click on the following link to download the full report:
< Millennium Banque Privée's 2015 Annual Report >

In the report, you will be able to read a message from our Board of Directors as well as analyse the Bank's Balance Sheet, Income Statement and Capital Ratios that portrays the solidity of the Bank.

We are proud to have a committed staff which plays a paramount importance in the service we provide to the Clients and we have no doubt this efforts will continue showing in 2016 and years to come.

Please do not hesitate to contact us in case you need further information or have any questions.

José Uribarri Soares, the Chief Technology Officer of Millennium Banque Privée, wrote his opinion on How small private banks can be ready to tackle any technological changes, in the magazine L’Agefi INDICES (a monthly supplement of the daily newspaper L’Agefi).

As mentioned in the article “Our strategy of “smart-sourcing” is a very good example of this, allowing the teams to be dedicated to Client value-added functions and activities while having the support of experts on areas outside of our core business such as IT infrastructure and communication.”

Please download the pdf to read the full article (in French).

Millennium Banque Privée has revamped its Marketing & Communication area in order to reinforce its mission to structure and implement communication supports for clients and outline the strategy of the Bank. The department aims at strengthening the visibility of the Bank and its services to Clients anchored on the Bank`s values of trust, independence, innovation, transparency, asset protection & growth.

Our structure has already demonstrated its expertise by developing in house the website and the e-banking platform, including the app, as well as organizing networking events in Switzerland.

Inês Oliveira, Millenniumbcp’s head of fund selection team, was interviewed by Citywire Selector magazine and explained the process of selection,concerns and challenges the team and herself are facing daily.

Please, click on the pdf below to read the full article.

Millenniumbcp Group released the Full Year Results of 2015 presenting a net profit of €235.3 million, which compares to a loss of €226.6 million in the same period of 2014.

Please click below for the main highlights from the results. For more information, please click here.

Millennium Banque Privée, along with Dynamics, AICEP, Froriep and PLMJ are organizing the 20th and 21rst of January, in Zurich and Geneva, a conference on "PORTUGAL: a new hub for Investors and HNWI"

Vitor Santos, Head of Investment Advisory Team at Millennium Banque Privée, shared our view of the macro-econonic trends for 2016 in L’Agefi Magazine (Switzerland) published in December 2015.

“We retain a positive view for risk assets with a clear focus on the developed markets of Europe and Japan. Notwithstanding, volatility should be structurally in an uptrend which creates a challenging and, at times, frustrating environment in terms of return generation. A more nimble and opportunistic approach is then essential for the year to come.”

Please click on the PDF link below to read the full article (in French).

Millennium Banque Privée presents you its best wishes for a happy and successful new year.

In a context “marked by uncertainty”, we are proud to be distinguished among other small Swiss banking institutions, specialized in providing private banking services. The Swiss daily newspaper Le Temps has indeed quoted Millennium Banque Privée as an example of a successful bank.

The pdf of this article is available below.

Millennium Banque Privée issues its first public annual report for the year ended 31 December 2014.

Please click on the pdf to download the full report.