Shaping the future
It takes clear success strategies and smooth processes, including digital technologies, to put your company in the best possible position for the future. We do everything we can to position your company for lasting success in the market to maximize your earnings.
Enhancing client satisfaction
Clients are the wealth manager’s most valuable assets. So we offer a wide array of services that not only help you make your existing clients happy, but also make your firm more attractive to new clients.
Our resources are many and varied: expertise, innovative concepts, the latest technologies, operational services, growth capital and future-proof strategies. We sharpen and amplify your strengths to enable the best results for you.
Leveraging economies of scale
As a steadily growing group of successful asset managers, we enjoy a vast reservoir of opportunities. But we also hold an optimal negotiating position for group-wide contracts with third parties, from which you benefit directly.
Securing succession plans
Your company, your employees and customers, and also your life's work are at stake, as is your life's work. This is why succession planning requires special care. A solution tailored to your needs is designed to ensure continuity, including for your employees and clients.
Once your individual succession plan in implemented, you can and should continue to benefit from the success of your company. To this end, we offer you an incentive program that also allows employees selected by you to share in this success.
Preserving your independence
As a partner of Cinerius, you remain an independent entrepreneur, and your client relations are equally in your responsibility. Whereever we can provide consulting and operational support at your request, we will do so with full commitment.