Contact information:
John Ryan
VP, Senior Communications Manager
630.472.5986
jryan@mtrustcompany.com
jryan@mtrustcompany.com
June 13, 2017
Trust Company of America Teams up with Millennium Trust Company to Expand Alternative Assets Offering
Millennium Trust Company is proud to announce a strategic relationship with Trust Company of America, in which we will provide alternative asset custody in taxable portfolios for TCA’s advisors.
April 18, 2017
Millennium Trust Celebrates the First Quarter with Continued Growth and a Fresh Brand Identity
Millennium Trust Company® launches new brand identity and tagline-Above and Beyond CustodySM-that highlights our role as a trusted ally to our clients and the continued evolution of our business. Results from first quarter 2017 show continued growth, with more than $22.9 Billion assets under custody in 536,000 custodial accounts.
March 15, 2017
Millennium Trust Company Hires General Counsel and Head of HR to Leadership Team
Millennium Trust Company®, a major provider of specialized custody solutions for advisors, financial institutions, business and individual investors, names John Perugini as General Counsel and John Samaan as Head of Human Resources.
January 26, 2017
Millennium Trust Company Closes Year on High Note
Millennium Trust Company® closes year on high note with expanded management team and more than $20 Billion in assets under custody in 527,000 custodial accounts.
November 14, 2016
Millennium Trust Company Names Tom Daley to Lead Alternative Solutions Group as Managing Director
Millennium Trust Company, a leading provider of alternative asset custody solutions to institutions, advisors, and individuals, has named Tom Daley as Managing Director of the firm’s Alternative Solutions Group.
October 27, 2016
Millennium Trust Company adds New Services and Expands MAIN™ Network
Millennium Trust Company has expanded the offering of its Fund Custody Solution to include custody for registered investment companies (’40 Act Funds) as well as verification services. The firm has also continued its established growth trajectory bringing the total assets under custody to $19.6 Billion in 481,912 custodial accounts.
October 12, 2016
Millennium Trust and EquityZen to Co-host Webinar: “How Private Investors Can Invest in Pre-IPO Companies”
While certain alternative assets, such as those in private secondary markets, were previously only available for institutional investors, technology has helped to democratize the process and opened access for a wide range of advisors and their high-net-worth clients. This webinar co-hosted with EquityZen, will help educate advisors and private investors on how they can participate in the secondary market.
October 5, 2016
Millennium Trust Recognized as Technology Leader at WealthManagement.com Awards
Millennium Trust Company’s outstanding technology was one of the winners at the 2016 WealthManagement.com Industry Awards. Competing in a category recognizing custodians (Emerging - less than $25 billion) for their technology advancements, the firm’s Millennium Alternative Investment Network™ (MAIN)™ outshone its peers.
September 16, 2016
Millennium Trust and iCapital Network to Co-host Webinar: “How Alternatives Provide Long-Term Diversification”
Advisors are looking to use alternatives to help diversify portfolios, but often don’t know where to start the process. This webinar will help educate advisors on how hedge funds and private equity can complement traditional assets and how they can explore options through iCapital’s technology solution.
July 21, 2016
Millennium Trust Continues Growth Trajectory, Adding to the Millennium Alternative Investment Network
Millennium Trust today announced an increase in custodial accounts to 458,000 and growth in assets under custody to $18.9 billion during the second quarter of 2016 and added two new platforms to the Millennium Alternative Investment Network (MAIN)™, bringing the total of participating companies to 11.
June 21, 2016
Millennium Trust Continues Tech Push to Reimagine Outdated Processes for Alternatives
Online services improve workflow for tracking investment documentation, form submissions, and communications between investment sponsors, investors, advisors, and service providers.
April 26, 2016
Millennium Trust Adds Five Online Investment Platforms to Growing Network
Millennium Trust Company, a leading provider of technology-enabled asset custody solutions for institutions, advisors, and individuals, today announced that five new investment platforms have joined the Millennium Alternative Investment Network (MAIN™).
April 13, 2016
Millennium Trust Introduces Search Tool to Help Account Holders Find Unclaimed Retirement Funds
Millennium Trust Company (“Millennium Trust”), a leading provider of automatic rollover solutions for employer-sponsored retirement plans, today announced the launch of a free search tool to help individuals find unclaimed retirement funds that may have been rolled over to a Millennium Trust IRA from a previous employer.
March 31, 2016
Lending Club Joins the Millennium Alternative Investment Network (MAIN)
Millennium Trust Company, a leading provider of technology-enabled asset custody solutions for institutions, advisors, and individuals, and Lending Club (NYSE: LC) the world's largest online lending marketplace, today announced that Lending Club is the latest investment platform to join the Millennium Alternative Investment Network™ (MAIN™).
March 16, 2016
Millennium Trust Announces Executive Moves
Millennium Trust Company announced today that Chief Operating Officer Gary Anetsberger has been named Chief Executive Officer, effective March 18, 2016. Mr. Anetsberger replaces T. Scott McCartan who, following a career spanning over 50 years in the investment, banking, and financial services industries, will retire as CEO.