YOUR PRIVATE
MARKET PARTNER
OUR OFFERING
Driven by the belief that growth stems from learning, we see every investment as an opportunity to cultivate knowledge for all stakeholders. Through our expertise in navigating private markets, we offer clear, tailored advisory services for investors, financial institutions, and asset managers. Our commitment: a smooth journey from strategy to execution, with trusted support at every step.
INVESTMENT LANDSCAPE
The Private Market’s Landscape has grown beyond its traditional institutional investor base, attracting a range of private investors. This diversity demands a deeper understanding of the evolving ecosystem and the unique aspirations of the varied participants.
At Cerium Partners, we facilitate sourcing, fundraising, and investing for all stakeholders involved. With a focus on Corporate, Real Estate, and Infrastructure via Private Equity & Private Debt — our approach is to partner with you to simplify the journey.
SUMMARY OF OFFERINGS
01 / Investors
Empowering Private Investors with comprehensive advisory services: from the creation of a strategic asset allocation to opportunity sourcing and extensive due diligence, we take a holistic portfolio approach to your wealth — complemented by dedicated subscription & after-sales support and educational insights.
Examples of Key Tasks
Asset Allocation Guidance Investment Opportunity Analysis Access to Private Market Investments After Sales Support and Reviewing of Investments
02 / Financial Institutions
Support financial institutions, such as Family Offices and Private Banks, by refining your private market offering. Our advisory services can help define your value proposition, optimize asset allocation, and streamline internal processes. With a focus on sourcing quality investments and providing continuous portfolio oversight, we help you manage exposure with precision and care.
Examples of Key Tasks
Internal Process Design & Implementation Product Creation and Sourcing Due Diligence - Structuring | Fundraising | After Sales Support
03 / Asset Managers
Guiding Assets Managers through the intricate needs of wealth management investors: from precise suitability mapping and tailor-made product design to efficient onboarding and fundraising support, we bolster your market presence. Our commitment extends beyond execution, fostering enduring investor relationships through proactive communication and impactful events.
Examples of Key Tasks
- Wealth Management Product Design
- Investment and Due Diligence Support
- Advice on the Swiss Wealth Management Market
EXAMPLE OF A SIMPLIFIED PRIVATE MARKETS INVESTOR VALUE CHAIN
“Explore how our bespoke approach can align with your investment goals.
We invite you to connect with us to discuss how our insights and experience can support your journey in the private markets.”
MEET THE TEAM
Recognizing that no firm has expertise in every niche, Cerium Partners leverages a vast network of top-tier external consultants to solve complex problems and deliver specialized advice. This network enables us to provide comprehensive, tailored solutions that ensure client success in the dynamic landscape of private markets.
Contact Us Today
Gabrielle Slavik, CFA
Founder
• 15 years of asset management and investment experience
(7 in hedge funds, 7 in private markets)
• Edesia Asset Management, Cumulus, Edmond de Rothschild
Daniel Boos, PhD, MBA Manchester
Senior Advisor
• 25 years of front and management experience in the Swiss and international banking, financial services and public management industry.
• Zurich Cantonal Bank, Credit Suisse, Canton of Zurich
CERIUM PARTNERS
Cerium Partners is a Swiss-based advisory firm dedicated to enhancing collaboration within the private market ecosystem. We bridge gaps between investors, financial institutions, and asset managers, fostering a cohesive environment that maximizes value for all stakeholders involved.
Address
Rolle, Switzerland
