1. Succession planning

In every owner-managed company, the question of succession arises at some point. But what happens to your life's work, your employees and the customer relationships built over many years? The solution for the succession of a company is too important a topic to not be carefully prepared.

We develop joint sustainable succession solutions with you to ensure continuity. As an entrepreneur, you can continue to bear responsibility and benefit from the future growth of your company through a variety of models. We have also developed incentive programs for your employees, which we can implement according to your preferences.

2. Company formation

We help entrepreneurial wealth managers, as well as entire teams, to build their own business or branch under the Cinerius Financial Partners umbrella, opening up to them all the benefits of Among others, this includes liquidity, personnel and location search as well as a modern IT infrastructure. Thus, we provide you with all the advantages of our group, which also include incentive programs allowing you to benefit from the future growth of your new company.

3. Capital for growth

Do you aim for inorganic growth through acquisitions? Or expand your client services, attract  new ones and take advantage of all the opportunities that arise for independent wealth managers? It all takes know-how, state-of-the-art technologies, the best employees and, ultimately, capital.

Money isn't everything, but you can't do it without solid financing. We enable you to actually achieve your goals by providing sufficient growth financing.

4. Operational Services

BUSINESS STRATEGY

It is important to us to preserve your autonomy as an entrepreneur, and to provide you with the best possible support so that your company is best positioned in the market and against the competition.

BEST PRACTICE

We promote and enable the mutual exchange of ideas and best practice solutions within the group, as well as the use of synergies from which each of our partner companies can directly benefit.

DIGITALIZATION

To simplify the often time-consuming processes, our technology platform offers you the perfect total solution for your digital wealth management, starting with a user-friendly CRM, through onboarding to the client front end. It decisively facilitates internal processes, improvise customer satisfaction and also serves as an interface to custodians.

SALES AND MARKETING

In addition to sales training, we offer professional marketing support, e.g. in organizing customer events, designing your marketing strategy, optimizing your website and social media presence, designing your business stationery, employer branding and press relations.

PERSONNEL MANAGEMENT

Highly qualified employees are key to keeping your clients satisfied. We support you here, too, in order to recruit employees and train them through focused training, ensuring they are perfectly prepared to meet increasing demands. In addition, we offer the already mentioned incentive programs for your employees.

Cinerius Case Studies

Download case studies of our involvement as PDFs here.

Would you like an indicative
evaluation of your company?


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