VP, Senior Communications Manager
Millennium Trust Company® and Paychex, Inc., one of the nation's leading providers in retirement recordkeeping services for businesses, have teamed up to offer a SIMPLE IRA (Savings Incentive Match Plan for Employees Individual Retirement Account) to employers with 100 or fewer employees, with innovative features including auto enrollment and investment fiduciary services.
Millennium Trust Company® is pleased to announce that the Director of Client Services, Meg Zwick, will be a panelist at LendIt Europe’s “The State of the US Lending Market” session. LendIt Europe is the region’s leading event for innovation in financial services and will be held at the InterContinental London - The O2 on October 9 and 10, 2017.
Growth continues to be the theme in the second quarter of 2017 for Millennium Trust Company®. Assets under custody grew to $23.3 Billion in nearly 600,000 custodial accounts, increases that are attributable to the firm’s commitment to empowering its clients with unmatched service, comprehensive access, and trusted expertise.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Online services improve workflow for tracking investment documentation, form submissions, and communications between investment sponsors, investors, advisors, and service providers.
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™).
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