Deals & Cases

Cinerius Financial Partners AG acquires a majority stake in Entrepreneur Partners AG

31 janvier 2023 – On 1 February 2023, Cinerius Financial Partners AG announced the acquisition of a majority stake in Entrepreneur Partners AG. The Zurich-based wealth management boutique Entrepreneur Partners AG was founded in 2008 and has been FINMA regulated since 2013. Entrepreneur Partners AG manages around CHF 4 billion in client assets with 20 employees, making it one of the largest players in the Swiss independent wealth management market.

Cinerius Financial Partners AG is a Swiss holding company that aims to unite independent wealth managers in Switzerland, Germany and Liechtenstein to support them in their further growth with capital and services as well as in the development of succession solutions. The individual companies remain independent. To date, the group comprises six German wealth managers with over 120 employees in 11 locations and over CHF 7 billion in assets under management.

Walder Wyss has advised Cinerius Financial Partners AG on this transaction. The team was led by Alex Nikitine (Partner, Corporate/M&A) and Michael Kündig (Senior Associate, Corporate/M&A). It further included Helene Tasman (Trainee, Corporate/M&A), Thomas Nagel (Senior Associate, Transactions/Finance), Valentina Eichin (Associate, Employment), Janine Corti (Counsel, Tax), Amina Chammah (Associate, IP/IT/Data Protection), Michael Schmassmann (Associate, IP/IT/Data Protection) and Dario Galli (Senior Associate, Corporate/M&A).