2023年7月3日

本土知识合作伙伴投资Cinerius金融合作伙伴与合作伙伴峰会和管理类别火车,星期一,2023年7月3日Cinerius金融合作伙伴(“Cinerius”、“Cinerius集团”或“公司”),一家领先的独立财富管理平台,今天宣布大多数来自本土知识的投资合作伙伴(“反向”)。本土知识从其反向第九基金投资和现有投资者,峰会合作伙伴,以及Cinerius管理团队投资明显作为交易的一部分。交易的财务条款没有披露。成立于2021年,总部在瑞士楚格,Cinerius是一家独立理财机构的平台(“IWMs”)从德语欧洲地区。平台目前包括七个伙伴企业,每一个都提供了一系列的财富管理解决方案,包括在自营投资的机会基金和咨询服务的访问。Cinerius伙伴企业包括:b和k Vermogen;BV & P Vermogen;企业家的合作伙伴;Habbel Pohlig &合作伙伴Vermogensverwaltung;权相佑Vermogensverwaltung; Ringelstein & Partner Vermögensbetreuung; and VM Vermögens-Management. Through its partner companies, the Cinerius Group manages assets for over 5,500 clients. With 13 locations and more than 140 employees across Germany and Switzerland, Cinerius collectively manages over 10 billion CHF of assets. In the two years since Cinerius was founded, it has gone from strength-to-strength, seeking to promote the growth of its IWMs by offering strategic advice and access to a range of middle-office and back-office functions. The platform enables the provision of HR-related services as well as support in areas such as hiring, compliance, digital marketing and new customer acquisition. With IK joining as a majority shareholder, the Company aims to solidify its position as a leading wealth management platform by pursuing organic growth initiatives, investing in its people and technology and growing its group of partner businesses through a dedicated M&A strategy. Christoph Lieber, CEO at Cinerius Financial Partners, said: “We look forward to the next chapter in our journey, drawing on IK’s extensive experience in the financial services sector. We believe that the IK team can help us realise our ambitions to further strengthen our position in the IWM marketplace through both organic and inorganic growth. We are grateful to have had the support of Summit Partners over the last two years and are pleased to see them reinvest in our dynamic company.” Mirko Jablonsky, Partner at IK Partners and Advisor to the IK IX Fund, said: “We have been impressed with Cinerius’ track record to date and its ability to attract high-performing, complementary partner businesses to the platform. Within a short period of time, Cinerius has developed into the preeminent consolidation platform in a fragmented market in the DACH region, offering both growth support as well as succession solutions to IWMs. With a comprehensive range of services, Cinerius has exciting growth potential, which we aim to unlock during our partnership in the coming years. We look forward to working with Chris and his team, while continuing to draw on the expertise of Summit Partners, to develop the Company further.” Johannes Grefe, Managing Director at Summit Partners, commented: “We have been fortunate to partner with ambitious and passionate partner businesses and work with an experienced Cinerius team these last few years. The Company has grown meaningfully since our initial investment in 2021 and today is a clear a market leader in the DACH wealth management industry. We are inspired by the hard work and commitment of the Cinerius team and our partner businesses and we are confident that with our continued support and the additional experience of our new partners at IK, the Company will continue to deliver on its ambitious growth strategy.” Completion of the transaction is subject to competition authority approvals. For further questions, please contact: Cinerius Financial Partners