Cinerius Financial Partners
Status
Current
Country
Switzerland
Strategy
Mid Cap
Sector
Entry
Jan-24
Fund
IK IX
Website
News
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 seven 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 10 billion CHF of assets for over 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 140 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.
