Milleis

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4.2/5 (145 avis Google)

A subsidiary of LCL, the Milleis Group is composed of Milleis Banque Privée, Cholet Dupont Oudart and Cholet Dupont Asset Management.

We support nearly 64,000 families, with entrusted assets representing 13 billion euros. We stand alongside our clients to develop a comprehensive, coherent wealth strategy tailored to their projects. We advise them on building, developing, and transferring their financial wealth, through a range of products selected from the market’s leading players.

In a world where wealth management is becoming increasingly complex and digitalized, the human touch and the quality of our client support set us apart. On a daily basis, our firm’s clients are in contact with their Private Banker and Experts who put their know-how and skills at the service of their success.

Our 150 Private Bankers and 25 Private Managers offer tailor-made support to a high-end clientele.
Mobile and accessible via their direct mobile lines, our Bankers come to meet clients wherever is convenient for them. Together with our Experts and Client Relationship Managers, they are at their disposal to provide an exemplary quality of service.

Our values: EXCELLENCE, RESPONSIBILITY, AUDACITY, PROXIMITY, and PERFORMANCE are at the heart of our choices and our commitment to serving our clients, guiding our employees every day.

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Plus de 100 collaborateurs

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Categories:

AGA

CIF

COA

MA

MIA

Status: Struck off

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Milleis is registered with ORIAS in the following categories: COA. This means the company is able to operate in the following areas: COA : Insurance or Reinsurance Broker, able to present, propose, or assist in concluding insurance contracts tailored to the client's situation

Milleis therefore has an identifiable operating framework through its ORIAS registrations. This information helps to better understand the areas in which this professional can support its clients.

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Registrations

Training Day and Awards Ceremony of the Wealth Management Experts Championship 2025

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