Cinerius TopCo AG is an association of independent wealth managers that promotes the growth of its partner companies through an established, centralized service model. It provides shared support services such as compliance, internal audit, data protection, IT, financial accounting and other administrative functions, and offers advice on regulatory requirements for securities firms.
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Industry:Financial Services
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Multi-boutique model for independent wealth managers with a strategic partnership in the background, supporting growth, client servicing and entrepreneurial freedom.
Acquisition and Integration of Add-ons
Identification, financing and structuring of acquisitions of smaller wealth managers, along with support for the subsequent integration to accelerate growth.
Growth Support
Support for the partner companies with product satellites, digital marketing, scalable content, analytics-based insights and external fund distribution.
IT Platform and Digitalisation Solutions
Provision of a central IT platform with process support, expanded with GenAI capabilities, as well as applications for client servicing, research, portfolio management and administrative processes.
Hiring and Talent Development
Support with recruiting, training and retention of employees, including succession solutions, filling key positions, as well as training and incentive programmes.
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