Cinerius Financial Partners

Leading independent wealth management platform

Founded in 2021 and headquartered in Zug, Switzerland, Cinerius Financial Partners (“Cinerius” or “the Group”) is a leading platform for independent wealth managers (“IWMs”) from the DACH region. The platform includes nine partner businesses that offer a range of wealth management solutions, including opportunities to invest in proprietary funds and access advisory services. The Group and its partner companies manage over 13 billion CHF of assets for more than 6,000 clients.

Partner businesses include: B&K Vermögen; BV & P Vermögen; Entrepreneur Partners; Habbel, Pohlig & Partner Vermögensverwaltung; KSW Vermögensverwaltung; Ringelstein & Partner Vermögensbetreuung; and VM Vermögens-Management. The Group has offices in 15 locations and over 160 employees across Germany and Switzerland.

IK Partners acquired Cinerius in January 2024 from Summit Partners and will be working alongside management who are reinvesting in the business.

What Attracted us to the Business

• Original consolidation platform in fragmented DACH wealth management market
• Experienced management team
• Solid historical growth

Our Value Creation Strategy

We are working alongside management to:

• Pursue organic growth initiatives;
• Strengthen the central platform capabilities and technology base; and
• Execute a dedicated M&A strategy to grow the group of partner businesses.

Quote from the Client

“We look forward to the next chapter in our journey, drawing on IK’s extensive experience in the financial services sector. We believe that the IK team can help us realise our ambitions to further strengthen our position in the IWM marketplace through both organic and inorganic growth. We are grateful to have had the support of Summit Partners over the last two years and are pleased to see them reinvest in our dynamic company.”

Christoph Lieber, Chief Executive Officer, Cinerius Financial Partners