MilleniumAssociates, an international M&A and Corporate Finance Advisory firm, has expanded its CATCH programme to the independent asset management industry.
According to the firm, the programme’s aim is to connect independent asset managers are and ‘like-minded’ wealth management organisations and or private banks or to help them exit pre-defined client relationships or markets.
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This expansion of scope follows the launch earlier this year of the CATCH programme to private banks and wealth managers.
The CATCH programme enables the client friendly referral and transfer of wealth management customers coming from market re-segmentation initiatives of the participating institutions.
MilleniumAssociates launched the CATCH programme in 2014 to enable participating private banks and wealth managers in Switzerland, Liechtenstein, Luxembourg, Monaco and the UK, to manage their client and market focus resegmentation strategies.
