The future of wealth management

Cinerius Financial Partners AG

The future of wealth management

Cinerius Financial Partners AG

The Cinerius concept

For strong and independent wealth management

The market for independent wealth managers is facing many changes. Increasing regulation, succession issues and high digitization costs are leading to a phase of consolidation.

Our unique strategy is the ideal solution for growth-oriented wealth managers, their employees and anyone who wants to join them.

Nine companies.
One group.

In the Cinerius Group, nine excellent asset management companies operate independently, united by the vision of achieving more together without compromising their independence.

United in success

The ultimate solution for all stakeholders

By integrating and supporting independent wealth managers, Cinerius creates room for growth while preserving the independence of the group members.

Shareholder

The owners of independent wealth management companies are remunerated for their work. You can continue to act entrepreneurially and participate in future successes.

Employees

Employees benefit from more time for their customers. You are relieved of administrative work, and benefit from exchange and further training opportunities.

Customers

Clients benefit from long-term stability, improved services and innovative platforms while maintaining the guaranteed independence of their asset management.

A career in wealth management

A career in wealth management

Excellence meets recognition

Do you bring an entrepreneurial spirit to your work and expect an environment that recognizes your independence and performance?

You will find attractive incentive opportunities at our partner companies – far removed from rigid corporate structures or product sales.

Insights into our partner companies

Insights into our partner companies

JAU05233
Living responsibility
LOL03405
Independent advice
LOL00745
Cross-generational teams
LOL09234
Female Finance
LOL03033
Top level portfolio management
JAU07805
Exchange and further training
JAU05233
Living responsibility
LOL03405
Independent advice
LOL00745
Cross-generational teams
LOL09234
Female Finance
LOL03033
Top level portfolio management
JAU07805
Exchange and further training

The Cinerius factor

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Cinerius Service GmbH

Cinerius Service GmbH supports our partner companies. Starting with advice on the fulfillment of regulatory requirements for securities institutions and reporting, the officer functions of compliance, internal audit, data protection, IT, etc. as well as financial accounting and other administrative tasks can also be successively outsourced to Cinerius Service GmbH.

Case studies

Our partners have chosen to partner with Cinerius for a variety of reasons and are always satisfied with the results. Joining a partnership is a big step that promises many prospects. So take a look at our case studies and see for yourself.

UVV Industry Radar 2023/24

Download the study on the Swiss market for independent asset managers free of charge.

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