Milleis Banque SA

Based in France, Milleis Banque SA operates as a wealth management and private banking institution, dedicated to providing personalized financial services for high-net-worth individuals and families. Milleis Banque SA specializes in wealth management and private banking services. Founded in 2018, the company is headquartered in Paris, France. It was formed following a significant acquisition of Barclays’ French Retail Banking Operations by AnaCap Financial Partners, which was completed in August 2017.

The firm has engaged in 1 deal, with the most recent transaction occurring on December 12, 2016. Information about the founder is not available. Milleis Banque SA offers a comprehensive suite of wealth management and private banking solutions, focusing on personalized client relationships. Their core services encompass investment advisory, portfolio management, and customized financial planning for high-net-worth individuals and families.

These offerings cater to various financial needs, including investment strategy optimization, estate planning, and wealth preservation, supported by dedicated client advisors who maintain consistent communication. The firm emphasizes a human-centric approach, collaborating with artists to highlight client narratives, while serving a primarily affluent client base in France and expanding into other European markets. In the most recent fiscal year 2022, Milleis Banque SA reported a revenue of EUR 90. 45 mn.

The company has also reported an EBITDA of EUR -107. 83 mn for 2023. Milleis Banque SA plans to expand its offerings by developing new wealth management products tailored to the evolving needs of high-net-worth clients. The company aims to target additional European markets for growth, although specific regions and timelines have yet to be disclosed.

Recent funding will be utilized to support these initiatives as they enhance their service portfolio and extend their market reach following the acquisition of Barclays’ operations.