«Rien n’est plus dangereux que la certitude d’avoir raison»

François Jacob –
Biologiste, prix Nobel de médecine 1965

 

In the worlds of finance and science, overconfidence often leads to reckless risk-taking. Welcome to Millenium, where doubt is our driving force for both caution and performance

INDEPENDENT

since 1999

Millenium, a financial consulting and investment company, was founded at the dawn of the new millennium to meet the needs of various families looking for a customised, independent service.

Our investment approach is based on independence without compromise. This enables us to build individual portfolios tailored to the requirements stipulated by each client.
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REALISTIC

in our asset management
management

Millenium’s asset management approach is geared more towards industrial than financial criteria. That is why we prefer long-term vision, which consequently excludes all trading activity.

Most of the portfolios we manage are made up of independently selected third-party investment funds and individual shares. This formula has proven its merit for over 20 years, thanks in particular to its greater risk control.
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REALISTIC

in our asset management
management

Millenium’s asset management approach is geared more towards industrial than financial criteria. That is why we prefer long-term vision, which consequently excludes all trading activity.

Most of the portfolios we manage are made up of independently selected third-party investment funds and individual shares. This formula has proven its merit for over 20 years, thanks in particular to its greater risk control.
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Exempts

from any conflicts of interest

The main difference that makes Millenium stand out and warrants our clients trust is that we do not offer our own investment funds. To avoid conflicts of interest, there is no such thing as a Millenium investment fund and there never will be.

Another important reason for choosing Millenium is that our clients assets are deposited only in first-class banks which meet the same high standards as our own in terms of security and confidentiality.
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OUR MANAGERS

are shrewd, experienced
and attentive

Bolstered by over 20 years of experience and the expertise of its founder (who has been managing assets since 1986), the Millenium team is highly proficient in the following activities:

DISCRETIONARY PORTFOLIO MANAGEMENT

Asset allocation is discussed with the client and implemented according to the size of the portfolio and the client’s financial situation.

MANAGEMENT CONSULTING

Clients benefit from Millenium’s advice and can apply it to the management of their portfolio by issuing instructions accordingly. Millenium then transmits the orders to the depositary bank and checks that they are executed properly.

ASSET MONITORING AND CONSOLIDATION

Millenium monitors and consolidates assets spread across several institutions and/or geographical zones.

PARTNER

of a network of
experienced professionals

Ensuring asset sustainability depends on more than good management. To preserve and pass on wealth, Millenium can call upon a network comprised of some of the most renowned experts in their field.

TAX OPTIMISATION

There are solutions for reducing the tax burden of existing investments while complying with the various regulatory frameworks. Millenium provides consulting services and can guide clients towards experienced specialists in the field.

INHERITANCE CONSULTING

For clients wishing to pass on their wealth to future generations, Millenium can provide information about relevant procedures and legal provisions, and refer them to the best inheritance/lifetime gift advisers.

RENCONTRONS-NOUS

Pour Millenium, même les meilleurs arguments ne vaudront jamais un contact personnalisé.
Prenez rendez-vous avec nous,  nous serons heureux de vous rencontrer prochainement

Logo Millenium SA White

Grand-Rue 23
1204 Genève – Suisse

Tél. +41 22 319 69 90
Fax. +41 22 319 69 95