Cyrus Conseil

Name

Cyrus Conseil

Legal name

Cyrus Herez S.A.S.

Website

https://cyrusconseil.fr

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Ultra-High-Net-Worth (UHNW) Private Banking (FSABADAA), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

Keywords

• Private wealth management
• Family office services
• Asset management advisory
• Estate planning advisory
• Real estate investment

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Advisory: Comprehensive wealth management services including asset allocation, financial planning, and portfolio management for high net worth individuals and families. Revenue generated through advisory fees and management commissions.
2. Private Wealth Management: Private banking and wealth management services including estate planning, tax optimization, and succession planning for affluent clients.
3. Real Estate Investment Management: Through subsidiary Eternam, provides real estate investment management including SCPI, club deals, and investment funds, generating management fees on assets under management.
4. Non-Coted (Private Equity) Services: Private equity, private debt, and infrastructure investment advisory services for qualified investors, including access to funds and co-investment opportunities.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

Cyrus Conseil, operating through its Cyrus Herez brand under Groupe Cyrus, is an independent French wealth manager delivering private wealth management, fortune management, and family office services to high net worth individuals, families, business leaders, entrepreneurs, and liberal professionals. Its offering spans patial expertise, financial management, structured products, non-listed assets (private equity, private debt, infrastructure, co-investment), and real estate investment (via Eternam), complemented by Luxembourg life insurance vehicles.

Product overview

Cyrus Herez, the wealth management brand of Groupe Cyrus, operates as a multi-specialist private banking and family office platform offering a comprehensive suite of wealth management services. The offering spans three tiers — Gestion Privée (private wealth management), Gestion de Fortune (fortune management), and Family Office — supported by five core investment expertise areas: Patrimonial Expertise, Financial Management, Structured Products, Real Estate, and Non-Listed Assets. The real estate arm is anchored by Eternam, an AMF-licensed portfolio management subsidiary managing €1.6 billion in assets across commercial, hospitality, logistics, and residential real estate. Non-listed investment capabilities cover private equity, private debt, infrastructure, and co-investment, accessed through funds and co-investment vehicles. Financial management leverages Amplegest, the group's in-house asset management company. Additional services include Luxembourg life insurance, sustainable finance disclosures (SFDR/Taxonomy), and comprehensive estate planning. The group manages over €22 billion in assets across 25 offices in France and internationally, with over 500 professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Cyrus Herez – Gestion Privée (Private Wealth Management) Wealth management service providing personalized private banking and asset management for high-net-worth individuals, including tailored asset allocation and long-term wealth structuring.
• Cyrus Herez – Gestion de Fortune (Fortune Management) Fortune management service for ultra-high-net-worth clients offering comprehensive wealth advisory including estate planning, tax optimization, and multi-asset portfolio management.
• Cyrus Herez – Family Office Family office service providing integrated governance, succession planning, and multi-entity wealth management for affluent families.
• Expertise Patrimoniale (Wealth Structuring Expertise) Patrimonial expertise service covering wealth structuring, estate planning, and inheritance organization to optimize and organize client assets under optimal conditions.
• Gestion Financière (Financial Management via Amplegest) Financial management service leveraging open-architecture expertise and Amplegest's recognized management capabilities for structuring, protecting, and growing client assets.
• Produits Structurés (Structured Products) Structured products offering performance opportunities adaptable to different market contexts and highly flexible, allowing value capture even in stable or bearish market conditions.
• Non-Coté (Private Equity / Unlisted Assets) Private equity and non-listed assets investment service offering access to private equity, private debt, infrastructure, and forestry investments for long-term wealth diversification.
• Immobilier (Real Estate Investment) Real estate investment service offering personalized solutions including club deals, investment funds, SCPI allocation, and residential investments, accessible from €100,000 to several million euros per operation.
• Eternam (Real Estate Asset Management Subsidiary) AMF-licensed portfolio management company and real estate subsidiary of Groupe Cyrus, created in 2011, managing over €1.6 billion in assets across 200+ real estate assets, offering access to commercial real estate, hospitality, logistics, and residential classes.
• Assurance-Vie Luxembourgeoise (Luxembourg Life Insurance) Luxembourg life insurance product offering broad investment freedom through Dedicated Insurance Funds (FAS), Dedicated Internal Funds (FID), or Collective Internal Funds (FIC), with enhanced subscriber protection under the Luxembourg 'triangle of security' framework.
• Informations en matière de Durabilité (SFDR / EU Taxonomy Sustainability Disclosures) Sustainable finance disclosure service addressing SFDR and EU Taxonomy regulations, categorizing products as Article 6, 8, or 9, integrating ESG criteria and principal adverse impact considerations into investment advice.

Quantifiable outcome

• €22 billion+ assets under management
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered minor and core.

• Option PatrimoineminorStrategic or Co-development Partner · 6 June 2023Private wealth management firm acquired by Groupe Cyrus in June 2023, specializing in private wealth management. This acquisition came less than a year after acquiring Andesia, a wealth organization consulting firm.
• AndesiaminorStrategic or Co-development Partner · 1 January 2022Wealth organization consulting firm acquired by Groupe Cyrus in 2022, prior to the Option Patrimoine acquisition.
• EternamcoreStrategic or Co-development Partner · 1 January 2011AMF-licensed portfolio management company created in 2011 and dedicated to real estate investment management for the Cyrus Group. Manages €1.6 billion in assets across 200+ real estate assets, 25+ funds, and 30 club deals. Team of 26 multidisciplinary experts.
• AmplegestcoreTechnology or IntegrationAMF-licensed portfolio management company (GP 07000044) providing asset management services for the Cyrus group. Specializes in financial management with open architecture approach. Emmanuel Auboyneau is managing partner providing macroeconomic and financial analysis.

Scale indicators11 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Rothschild & Co: Independent global wealth and asset manager with a strong European and UHNW franchise; directly comparable to Cyrus on independent private banking, multi-asset advisory, and family office services targeting business owners and families.
• Indosuez Wealth Management: French-headquartered private bank (Crédit Agricole group) offering wealth management, asset management and family office services to UHNW clients across Europe; overlaps directly with Cyrus's Gestion de Fortune and Family Office tiers.
• Primonial: Independent French wealth and real estate asset manager with strong SCPI/club-deal capabilities; directly comparable to Cyrus/Eternam in the French HNWI and real estate investment management segments.
• Lazard Family Office (Lazard Frères Gestion): Paris-based advisory and asset management group with a major private wealth management and family office franchise in France; comparable to Cyrus on UHNW advisory, family governance, and structured products.
• Lombard Odier: Swiss-headquartered private bank offering wealth advisory, asset management and family office services to UHNW European families; comparable to Cyrus on independent ownership, open architecture, and cross-border wealth structuring.
• Pictet Group: Independent Swiss private bank and asset manager serving UHNW families across Europe with wealth management, asset management and family office services; comparable to Cyrus on independence, multi-asset expertise, and family governance offerings.
• Edmond de Rothschild: Independent Swiss-based private banking and asset management group with strong European HNWI/UHNW franchise; directly comparable to Cyrus on independent ownership, private banking, asset management, and family office services.

Broad incumbents

• BNP Paribas Wealth Management: Largest private bank in France with full-service wealth management for HNW/UHNW clients; competes broadly with Cyrus but operates as part of a much larger universal bank with global reach.
• Société Générale Private Banking: Major French incumbent private bank offering wealth management, structured products and international wealth services; broad incumbent comparable to Cyrus on clientele and product breadth, but with deeper balance sheet and global footprint.
• Natixis Wealth Management: French universal bank-affiliated wealth manager serving HNW and UHNW clients through private banking, asset management, and family office services; broad incumbent with overlapping capabilities to Cyrus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks1 record

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@CyrusHerez
• Facebookfacebook.com/128066900611526
• LinkedInlinkedin.com/company/cyrus-conseil
• Instagraminstagram.com/cyrus.herez
• Xx.com/cyrusconseil

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries2 records

Funding overview

Funding rounds3 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cyrus Conseil