Cinerius SP II AG is a network of independent wealth managers and a financial services group that supports partner firms with a shared business model and centralized support services. Offerings include regulatory and administrative central functions and outsourced services such as compliance, IT, data protection and accounting provided via Cinerius Service GmbH.
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Products & services
Industry:Financial Services
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Platform for independent wealth managers with central support, entrepreneurial freedom, a shared network structure and growth support for partner firms.
M&A and integration support
Support with the identification, financing and structuring of acquisitions of smaller wealth managers, as well as the subsequent integration.
Digital growth support
Digital marketing support, scalable content, lead generation via digital channels and analytics-based identification of growth opportunities.
IT platform and GenAI integration
Modern IT platform for efficient processes, centralized IT expertise and integration of generative AI capabilities for customer service, research, portfolio management and administration.
Regulatory, compliance and reporting services
Support in regulation, compliance, accounting and reporting via a service company with tiered services tailored to the needs of the partner firms.
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