NKF advises Entrepreneur Partners with the Cinerius investment
Cinerius Financial Partners has bought a majority stake in Swiss wealth management firm Entrepreneur Partners. With Cinerius, the Zurich based wealth management boutique Entrepreneur Partners has a new anchor shareholder and becomes the first Swiss company to join an international group of independent wealth managers.
Founded in 2008 and FINMA regulated since 2013, Entrepreneur Partners offers comprehensive support in all wealth-related matters to high net worth individuals and institutional clients. The company has grown strongly in the recent years and manages approx. CHF 4 billion in client assets with 20 employees.
Cinerius Financial Partners, headquartered in Zug, is a Swiss holding company aiming to unite independent asset managers in Switzerland, Germany and Liechtenstein in order 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 includes six German asset managers with over 120 employees in 11 locations and over CHF 7 billion in AUM.
Niederer Kraft Frey has advised the shareholders of Entrepreneur Partners in this transaction. The NKF team was led by corporate/m&a partner Ulysses von Salis (pictured), working with leading senior associate Katalin Siklosi and junior associates Alexander Züger, Stephanie Huchler and Carlotta Ulmer (all corporate/m&a), partner Thomas Graf, senior associate Sara Müller and associate Michel Herren (all tax), senior associate Livia Keller and associate Daniela Lötscher (both employment) and senior associate Florian Steiner (regulatory).