We invest in the future, in visions and in people
Independent wealth managers face many challenges. They must deliver on their high-performance promises to clients, attract and retain the best employees, and future-proof their own business model in an increasingly challenging market environment. This requires a great deal of expertise, commitment and, above all else, sufficient resources.
Thanks to our solid financial and capital structure, we are a strong partner for any growth-oriented independent wealth manager in Switzerland, Germany or Liechtenstein.
Together we find
answers to the
essential questions
How can growth, earnings and market position be sustainably expanded?
How will client services meet all current and future requirements?
What do individual succession solutions that ensure continuity look like?
How is the much needed digitalization optimally incorporated?
How do you smoothly adapt to regulatory and compliance requirements?
For entrepreneurs who want to remain successful and independent
As part of our partnership, we help you make the most of your strengths. We combine forces, create synergies and turn challenges into opportunities. With us, you remain an independent entrepreneur. You alone decide whether to take advantage of our operational service offerings, capital resources and succession solutions designed for continuity.
For advisory teams who aim to reach higher
Would you like to take that decisive step forward in your career and finally be able to realize your ideas and visions? Whether you work for one of our excellent independent wealth managers or set up your own wealth management company with us—either way, you benefit from the advantages and strength of our group. It goes without saying that we will treat your interest confidentially.
STRENGHTS
ENTREPRENEURIALLY
PARTNERSHIP
VALUES
COMBINING STRENGHTS
Become part of a group of excellent wealth managers and take advantage of our extensive expertise, resources and individual solutions. We can provide you focussed with support in Regulatory & Compliance, Digitalization, Sales & Marketing and Human Resources Management.
ACTING ENTREPRENEURIALLY
With growth capital and viable strategies, we put you in a position to invest sustainably in the future of your firm. We don't believe in standardized solutions, so we work with you to find best path and accompany you as your reliable partner.
PRACTICING PARTNERSHIP
It is important to us that we work with you as an entrepreneur in a partnership-minded manner and we regard your goals as our own. The "Partners" in Cinerius Financial Partners means exactly that; the independence of your company and client relationships is essential to our principles.
SECURING VALUES
We support the growth momentum and sustainable performance of your company and help to further improve your client services in a manner that reflects our values and principles, to ensure quality, reliability, team spirit and respect.
Digitalization is all about high performance
THE DIGITAL WEALTH MANAGEMENT PLATFORM
Our wealth management platform has been exclusively developed. If you wish, we can customize it for your company and make it available to you.
This user-friendly platform not only includes the usual CRM equipment, portfolio management, regulatory functionalities and sales management; It also offers full digital control of onboarding processes and order management for clients via corresponding interfaces to your custodian banks. A client front end completes this platform.