Milleis Banque
Milleis Banque is a French private bank founded in 1917, serving approximately 64,000 affluent families across 20+ branches with personalized wealth management, investment advisory, banking, and lending services, requiring a minimum of €100,000 in assets for dedicated private banking.
- Company typePrivate
- Founded1917
- HeadquartersParis, France
- Headcount501–1,000
- GTM typeB2C
- OfferingServices
What Milleis Banque does
Milleis Banque is a French privately-held private banking institution (Société Anonyme à conseil d'administration) headquartered at 2 Avenue Hoche, 75008 Paris. With roots traceable to 1917 and a historical Barclays Wealth Management transition, the bank today serves approximately 64,000 client families through personalized wealth management, with a minimum €100,000 asset threshold for dedicated private banking service. Its 501–1,000 employees include 150 Private Bankers and 25 Private Managers supported by wealth engineers, market experts, and investment management specialists, organized across 20+ Espaces Patrimoniaux branch offices covering major French metropolitan regions and supplemented by mobile bankers and video conferencing capability.
Milleis Banque firmographics
Firmographics- Name
- Milleis Banque
- Legal name
- Milleis Banque - Société Anonyme à conseil d'administration
- Website
- https://milleis.fr
- Company type
- Private
- Founded year
- 1917
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- Milleis Banque is a French private bank founded in 1917, serving approximately 64,000 affluent families across 20+ branches with personalized wealth management, investment advisory, banking, and lending services, requiring a minimum of €100,000 in assets for dedicated private banking.
- Ownership category
- akta.pro rank
Milleis Banque industry classification
Industry- Product category
- Private Banking
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Savings Institution, Federally Chartered (6035)
- akta.pro primary industry
- Wealth Lending & Credit Solutions (Lombard/Margin, Mortgages, Structured Credit) (FSAAABAG)
- akta.pro secondary industry
- Specialty Finance / Structured Credit (FSANADAE)
Keywords
Where Milleis Banque is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices18 records
Markets served
Milleis Banque business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales
Revenue model
- Private Banking Asset Management: Management fees charged on client assets under management. Private bankers provide personalized wealth management strategies, investment advisory, and portfolio management services.
- Life Insurance and Investment Products: Distribution of insurance-vie (life insurance), capitalisation contracts, OPCVM (investment funds), EMTN, SCI-OPCI (real estate funds), and private equity products with associated distribution fees.
- Banking Services: Daily banking services including credit facilities (immobilier and consommation), card services, and transaction-based banking services.
- Open Banking API Services: API access for fintechs and TPPs under PSD2 framework, enabling account information access and payment initiation services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Personalized Private Banking - Minimum 100,000 EUR assets |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels6 records
Milleis Banque product offering
Product offeringCore offering
Milleis Banque is a French private bank providing personalized wealth management, investment advisory, and banking services to high-net-worth individuals and families with minimum assets of €100,000. Its offering combines dedicated relationship management through 150 Private Bankers with a comprehensive suite of investment vehicles (life insurance, OPCVM, EMTN, SCI-OPCI, private equity), credit solutions (real estate and consumer loans), and daily banking services delivered across 20+ branch offices and digital channels.
Product overview
Milleis Banque Privée operates as a private banking and wealth management institution offering a comprehensive suite of services through a multi-channel model combining physical branch presence (Espaces Patrimoniaux) and digital platforms. The core offering centers on personalized private banking advisory (Accompagnement Banque Privée) with multiple investment management approaches: Gestion Libre (self-directed), Gestion Conseillée (advised), and Gestion Sous Mandat (discretionary). The product portfolio spans investment vehicles including OPCVM, EMTN, SCI-OPCI, and Private Equity; savings products such as Assurance-vie and Livrets d'Épargne; lending solutions including Crédit Immobilier and Crédit à la Consommation; and everyday banking services with Cartes Bancaires and the Milleisnet digital platform. The bank serves clients with a minimum of €100,000 in assets under management across 20+ branch locations in major French cities.
Differentiator
Problem solved
Functional benefit
Products and services
- Accompagnement Banque Privée Personalized private banking advisory service providing tailored wealth management strategies, coordinated by dedicated private bankers supported by patrimonial engineers, market experts, and investment specialists. Designed for clients with €100,000+ in financial assets.
- Gestion Libre Self-directed investment management service allowing clients to make their own investment decisions from a selected range of financial products.
- Gestion Conseilée Advised investment management service with personalized portfolio recommendations from private bankers guiding client investment decisions.
- Gestion Sous Mandat Discretionary portfolio management service where Milleis manages investments on behalf of clients within agreed parameters and mandates.
- OPCVM Investment Funds Collective investment funds (Organismes de Placement Collectif en Valeurs Mobilières) providing diversified market exposure across asset classes.
- EMTN (Euro Medium-Term Notes) Medium-term fixed-income structured notes offering medium-term investment opportunities.
- SCI-OPCI Real Estate Vehicles Real estate investment vehicles including Société Civile Immobilière and Organismes de Placement Collectif en Immobilier for indirect property investment.
- Private Equity Investments Private equity investments providing access to non-publicly traded companies for qualified investors.
- Assurance-vie (Life Insurance) Life insurance and capitalisation contracts for long-term savings, wealth transmission, and tax optimization.
- Livrets d'Épargne (Savings Accounts) Regulated savings account products with tax advantages.
- Crédit Immobilier Real estate financing solutions for property acquisition.
- Crédit à la Consommation Personal loan products for non-real estate financing needs.
- Cartes Bancaires (Banking Cards) Banking card products for daily transactions and payment management.
- Milleisnet & Application Milleis Online banking platform and mobile application providing account access, transaction management, and online trading capabilities for private banking clients.
- Bourse en Ligne (Online Trading) Online equity trading platform integrated within Milleisnet for securities transactions.
- Espaces Patrimoniaux (Branch Network) Physical private banking branch network of 20+ offices across France providing in-person advisory services in major cities including Paris, Lyon, Marseille, Nice, Cannes, Montpellier, Toulouse, Bordeaux, Nantes, Lille, and Strasbourg.
Quantifiable outcome
- 64,000 families served across France
- +1 more outcomes
Companies that use Milleis Banque
Customer profileNamed customers8 records
Segments2 records
Ideal customer profiles1 record
Milleis Banque technology and API
TechnologyTechnology focussed No
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Milleis Banque partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Cholet Dupont OudartminorSubsidiary company operating under Milleis group, providing additional wealth management services under a different brand name
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Milleis Banque competitors and assessment
Company assessmentDirect peers
- Société Générale Private Banking: Another top-three French retail-bank-affiliated private wealth franchise with substantial AUM and a similar branch-based, relationship-led advisor model targeting French HNW clients.
- Indosuez Wealth Management: Crédit Agricole CIB's wealth arm and the announced acquirer of Milleis. French-headquartered private bank serving comparable HNW/UHNW clients with wealth engineering, discretionary management and credit solutions across the same geographic footprint.
- Rothschild & Co: Global advisory and wealth management firm with a sizeable French private banking franchise. Comparable HNW/UHNW client base and similar advisory-led, multi-asset product palette.
- BNP Paribas Wealth Management: France's largest private bank and the dominant HNW player Milleis competes with head-to-head. Serves French and international HNW clients with the same comprehensive mix of advisory, discretionary management, lending and life insurance.
- Banque Privée Edmond de Rothschild: Independently-owned French/European private bank focused on HNW advisory, investment management and wealth engineering. Direct competitor for the same UHNW segment across the same regional French cities.
- Lazard Wealth Management: Lazard's private wealth arm serves HNW/UHNW families with bespoke investment advisory and wealth planning. Overlaps significantly with Milleis on the discretionary and advisory side, particularly in Paris.
- Natixis Wealth Management: Wealth arm of Natixis (Groupe BPCE) serving French HNW/UHNW clients with advisory, asset management and lending offerings that closely overlap with Milleis's proposition.
Emerging players
- Yomoni: French digital wealth manager offering automated discretionary portfolio management at low fees. Targets the mass-affluent entry segment of the HNW market that Milleis's €100k threshold also addresses, but with a pure-digital, branchless model.
Broad incumbents
- UBS Wealth Management (France): Global wealth management giant with Paris-based operations serving French-resident HNW and international clients. Competes for the same HNWI segment but with vastly broader product capabilities and global reach.
- Pictet & Cie: Swiss private bank with a meaningful French desk offering wealth management, asset management and advisory to HNW clients. Larger global scale but materially overlapping product set with Milleis.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Milleis Banque social profiles
Digital presenceMilleis Banque compliance and trust
Trust signalCompliance1 record
Milleis Banque financial estimates
Financial estimateRevenue estimate
Valuation estimate
Milleis Banque leadership team
Management profileNumber of profiles
Profiles12 records
Milleis Banque subsidiaries and ownership
Company hierarchySubsidiaries1 record
Milleis Banque funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Milleis Banque M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Milleis Banque
What does Milleis Banque do?
Milleis Banque is a French private bank providing personalized wealth management, investment advisory, and banking services to high-net-worth individuals and families with minimum assets of €100,000. Its offering combines dedicated relationship management through 150 Private Bankers with a comprehensive suite of investment vehicles (life insurance, OPCVM, EMTN, SCI-OPCI, private equity), credit solutions (real estate and consumer loans), and daily banking services delivered across 20+ branch offices and digital channels.
Is Milleis Banque a public or private company?
Milleis Banque is a private company. It is classified as venture growth investor backed and is currently operating.
When was Milleis Banque founded?
Milleis Banque was founded in 1917. It employs 501 to 1,000 people.
Where is Milleis Banque based?
Milleis Banque is headquartered in Paris, France, in the Europe region.
How does Milleis Banque make money?
Four revenue lines are on record. Private Banking Asset Management is the primary driver. The others are life Insurance and Investment Products, banking Services and open Banking API Services.
Who are Milleis Banque's main competitors?
Direct peers on record are Société Générale Private Banking, Indosuez Wealth Management, Rothschild & Co, BNP Paribas Wealth Management, Banque Privée Edmond de Rothschild, Lazard Wealth Management and Natixis Wealth Management. Yomoni is listed as an emerging player. Broad incumbents are UBS Wealth Management (France) and Pictet & Cie.
Does Milleis Banque have an API?
Yes. Milleis provides a PSD2-compliant Open Banking API platform offering three core services: AIS (Account Information Service) for account information, balances, and transaction history access; PIS (Payment Initiation Service) for initiating payments including one-time and recurring transfers; and FCS (Funds Confirmation Service) for verifying funds availability. The API follows Berlin Group NextGenPSD2 standards with version 1.3.14 (2025-01-24). Supports OAuth2 SCA approach, REST architecture. Provides sandbox environment for testing and production environment for live operations. Includes fallback solution for service continuity. Supports sepa-credit-transfers payment product and IBAN-less PIS functionality. Developer documentation is at psd2-portal.milleis.fr.
What industry is Milleis Banque in?
Milleis Banque's product category is Private Banking. Its primary akta.pro industry code is FSAAABAG, Wealth Lending & Credit Solutions (Lombard/Margin, Mortgages, Structured Credit), with a secondary code of FSANADAE, Specialty Finance / Structured Credit. Its NAICS code is 523940 and its SIC code is 6035.