M and A

M&A Advisor MilleniumAssociates Extends "CATCH" Programme To IAMs

Tom Burroughes, Group Editor, London, 16 December 2014

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European wealth management merger and acquisition advisor MilleniumAssociates, which in April this year launched its CATCH® programme for firms dealing with re-segmentation and mergers and acquisitions, has expanded its scope to the independent asset management industry.

European wealth management merger and acquisition advisor MilleniumAssociates, which in April this year launched its CATCH® programme for firms dealing with re-segmentation and mergers and acquisitions, has expanded its scope to the independent asset management industry.

As reported earlier this year, the programme was rolled out originally to take advantage of what is seen as a period of up to two-to-three years in which re-segmentation and repatriation to home markets is happening at a brisk pace, driven by forces such as regulation. CATCH® enables clients to be referred and transferred as painlessly as possible, thereby reducing client attrition – often a major issue.

The firm, founded in 2000, originally focused on the financial services industry. More recently, it created an entrepreneur and corporate practice to extend its M&A service more broadly.

The CATCH® programme is targeted at private banks and wealth managers in Switzerland, Liechtenstein, Luxembourg and Monaco as well as surrounding onshoring Schengen markets and the UK.

To see more about the programme and its scope, click here.

 

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