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MILLENIUM CONSEILS ET PLACEMENTS SA

Summary

About the company

MILLENIUM CONSEILS ET PLACEMENTS SA is a financial consulting and investment company providing discretionary portfolio management, investment advisory services and asset monitoring and consolidation. The firm selects individual equities and third‑party funds and emphasises independent selection and long‑term management.

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Offering

Products & services

✓ Offered5

Discretionary portfolio management

Asset allocation discussed with the client and implemented based on the portfolio size and the client’s financial situation; building of tailor-made long-term portfolios with individual equities and third-party funds.

Investment management advisory

Advice on portfolio management, transmission of orders to the custodian bank and monitoring of proper execution according to the client’s instructions.

Monitoring and consolidation of assets

Monitoring and consolidation of assets distributed across multiple institutions and/or different geographical areas.

Tax optimisation

Advice to reduce the tax burden of investments while complying with the regulatory framework, with referral to experienced specialists if necessary.

Advice on estate matters

Information on procedures and legal provisions for the transfer of assets, with referral to estate or donation advisors.

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MILLENIUM CONSEILS ET PLACEMENTS SA

About the company

Products & services

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MILLENIUM CONSEILS ET PLACEMENTS SA

About the company

Products & services

Looking for direct email addresses and phone numbers?

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