Our vision
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
Our model
Our partner companies operate under an independent brand and retain entrepreneurial freedom and independence in terms of customer service and market view.
This multi-boutique approach ensures that we promote and maintain independent entrepreneurship.
The partner companies benefit from the Cinerius proposition, which supports their growth ambitions and gives them time to focus on their clients.
Acquisition &
Integration of add-ons
In addition to acquiring new partner companies as hubs, Cinerius also supports existing partners with addth add-on transactions of smaller wealth manager. The support includes the identification, financing and structuring of suitable acquisitions – with the aim of accelerating inorganic growth. Cinerius also supports the partner companies in the subsequent integration process to ensure a smooth and sustainable merger.
Growth
Product satellites
Cinerius supports its partner companies in expanding their range of services through so-called “product satellites.” These bundle special topics that complement the core offering of an wealth manager—such as private equity, crypto, credit brokerage, or other specialized solutions. This creates a joint, group-wide offering that is either developed centrally or provided through the specific expertise of individual partner companies. The result: more holistic and differentiated customer service.
Digital marketing & scalable content
Cinerius supports its partner companies with digital marketing to enable additional growth outside its own network. To this end, relevant content is created for selected target groups and distributed via various digital channels in order to generate new leads. Successful initiatives are scaled across the entire group to create added value for everyone. In addition, the measures are continuously analyzed and optimized to further increase their impact.
Analytics-based insights
Cinerius uses market-leading tools and data solutions to systematically support its partner companies in identifying growth potential. Based on these insights, opportunities can be prioritized and strategic measures implemented in a structured manner. In this way, not only is the existing growth path continued, but new potential is also identified at an early stage and successfully realized, enabling sustainable growth for the partner companies.
External distribution of funds
Many Cinerius partner companies manage funds with a convincing track record and high sales potential – both in the B2C and B2B sectors. Cinerius supports them in developing new customers and sales channels, both through digital measures and traditional sales channels, in order to sustainably increase the reach of the funds.
IT platform & fintech integration
Cinerius provides its partner companies with a modern IT platform that supports efficient processes and optimizes both the customer and consultant experience. Centralized IT expertise relieves the burden on partners, resulting in less effort for maintenance and new implementations. In addition, Cinerius maintains continuous contact with innovative fintech solutions in order to integrate them into the platform and give partners access to state-of-the-art technologies.
Support
Recruitment & development of talent
Highly qualified employees are crucial for sustainable success. Cinerius supports its partner companies in attracting, training and retaining talent in the long term. From succession solutions and filling key positions to attractive training and incentive programs, this creates a stable basis for growth, continuity and excellent customer service.
Service Co. services
The partner companies of Cinerius have founded Cinerius Service GmbH in order to receive targeted support in the areas of regulation, compliance, accounting and reporting and to bundle know-how. The range of services offered by the service company is adapted and implemented in several stages to the individual needs of the partners, so that each partner is optimally relieved.
Addressing economies of scale
As part of the Cinerius network, partner companies benefit from significant economies of scale, particularly in purchasing. These advantages strengthen competitiveness, create scope for investment in growth and innovation, and open up new perspectives for the further development of the partner companies.
Exchange among the partner companies
Cinerius promotes exchange within the network in order to share knowledge, experience, and best practices. Partner companies benefit from targeted talent and leadership programs, a women’s network to promote diversity, and topic-based working groups on portfolio management, foundations, and other specialized topics. This exchange strengthens expertise, provides new impetus, and supports sustainable growth within the group.
Contact us
Joël Schüepp
CEO
Joël Schüepp combines many years of experience in wealth management with strategic innovation. With positions as Managing Director at Credit Suisse and UBS as well as Partner at Boston Consulting Group, he has led wealth management businesses to sustainable growth, driven digital & analytics-based innovation and successfully transformed companies.
Gordian Giger
Head of Partnerships
Gordian Giger has held leading positions in business development, M&A and finance for companies in Europe and the USA. Among other things, he worked as Co-Lead Switzerland and Managing Director at Advior International/Raiffeisen Bank and as Head Corporate Business Development and MG for Bank Vontobel.
David Oehri
Head Growth Proposition
David Oehri is responsible for growth initiatives at Cinerius and supports the partner companies in sales and digital channel development. Previously, he was a consultant at BCG and PwC and held management roles in wealth management at Credit Suisse and UBS.
Jens Jüttner
Head Support Proposition
Jens Jüttner is a business graduate with additional legal training. As a long-standing board member of a listed investment company, he was responsible for the management and development of the commercial and administrative division as well as the management of subsidiaries.