What Herez does

Cyrus Herez is a French private wealth management firm founded in 1989, operating as a subsidiary of Groupe Cyrus. The firm delivers personalized patrimonial advisory and asset management services through three service tiers (Gestion Privée, Gestion de Fortune, and Family Office) underpinned by five core expertise areas: Expertise Patrimoniale, Gestion Financière, Produits Structurés, Non Coté (private equity), and Immobilier. Target clients are high-net-worth executives and entrepreneurs, families, and liberal professions (doctors, lawyers, architects) seeking wealth structuring, optimization, protection, and intergenerational transfer solutions.

The company has no proprietary technology platform and operates a relationship-led, in-person advisory model through a network of 25+ offices across France and internationally, supported by a client extranet portal. As of 2026, Cyrus Herez reports €22+ billion in assets under management and 500+ professionals, with 43% of capital held by employees — a significant ownership alignment mechanism for a talent-intensive advisory business. The firm invests in content marketing via its Convictions magazine, a Spotify podcast, YouTube, and social channels to build brand authority at the top of the funnel.

The revenue model is fee-based advisory and asset management for HNW clients, with personalized quote-based pricing and annual billing cycles; revenue figures are not publicly disclosed. The absence of a proprietary technology stack, combined with a 37-year operating history and a diversified HNW client base, positions Cyrus Herez as a traditional, scaled French independent wealth manager rather than a digitally-native financial services platform.

Name

Herez

Legal name

Cyrus Herez

Website

https://herez.fr

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

101–250 employees

Short description

Cyrus Herez is a French private wealth management firm founded in 1989, serving high-net-worth executives, families, and liberal professions through 25+ offices with €22B+ AUM and 500+ professionals under the Groupe Cyrus parent.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Services (Single & Multi-Family Office) (FSABADAF)

akta.pro secondary industries

High-Net-Worth (HNW) Private Banking (FSABADAB), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK), Private Banking & UHNW Wealth Advisory (FSAEABAC), Private Banking Cross-Border & International Wealth Services (FSABADAL), Private Client/High-Net-Worth Advisory (FSAEAAAN)

Keywords

• Wealth management services
• Private asset management
• Patrimonial advisory
• Structured products advisory
• Family office services

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 Services: Cyrus Herez generates revenue through wealth management and financial advisory services. The company offers expertise in patrimonial structuring, financial management, structured products, non-listed investments, and real estate. Revenue is derived from fees for advisory and management services tailored to high-net-worth clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Cyrus Herez is a French private wealth management firm that structures, optimizes, and transmits the wealth of high-net-worth individuals — executives, entrepreneurs, families, and liberal professions — through personalized advisory delivered via a network of 25+ offices. Its offering combines patrimonial expertise, financial asset management, structured products, non-listed/private investments, and real estate advisory, organized under three service tiers (Gestion Privée, Gestion de Fortune, Family Office). The firm manages over €22 billion in AUM with 500+ professionals.

Product overview

Cyrus Herez is a wealth management platform offering a comprehensive suite of financial services structured around three main service tiers (Gestion Privée, Gestion de Fortune, and Family Office) supported by five core expertise areas: Expertise Patrimoniale, Gestion Financière, Produits Structurés, Non Coté (private equity), and Immobilier. The platform provides personalized wealth advisory, asset allocation, and long-term wealth structuring services to individuals, entrepreneurs, families, and liberal professionals. The company operates across 25+ offices in France and internationally, managing over €22 billion in assets with 500+ professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Gestion Privée (Private Management) Private management service tier providing personalized wealth management advisory for high-net-worth individuals served through dedicated relationship managers across the firm's office network.
• Gestion de Fortune (Wealth Management) Wealth management service tier for affluent clients requiring comprehensive financial advisory and asset allocation services across multiple asset classes.
• Family Office Comprehensive family office services providing holistic wealth management including estate planning, tax optimization, and multi-generational wealth transfer strategies for high-net-worth families.
• Expertise Patrimoniale (Patrimonial Expertise) Patrimonial expertise service that helps structure and organize client wealth to achieve objectives under optimal patrimonial conditions, including estate, tax, and wealth transfer considerations.
• Gestion Financière (Financial Management) Financial management service essential for structuring, protecting, and growing assets in a constantly evolving economic environment, combining rigor, diversification, and performance in client asset allocation strategies.
• Produits Structurés (Structured Products) Structured products advisory and selection service offering performance opportunities within wealth portfolios, adaptable to different market contexts and highly flexible, allowing value capture even in stable or bearish markets.
• Non Coté (Private/Alternative Investments) Private equity/alternative investment advisory providing unique opportunities often inaccessible on traditional markets, combining long-term performance with risk control within diversified wealth portfolios.
• Immobilier (Real Estate Investment Advisory)

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

One partnership is on record.

• Become a Partner ProgramminorOthersCyrus Herez offers a 'Become a Partner' (Devenir partenaire) program on their website, though specific partner details, types, or named partners are not disclosed in the available source material.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Lazard Frères Gestion: Independent advisory and asset management firm with a strong French presence serving HNW families, entrepreneurs, and institutions; comparable advisory-led model and entrepreneur focus.
• Indosuez Wealth Management: Crédit Agricole's private banking arm serving HNW and UHNW clients globally with advisory, asset management, and family office services; directly comparable in target segment and French market presence.
• Edmond de Rothschild: Swiss-headquartered but with deep French roots, providing private banking, wealth planning, and asset management to HNW families and entrepreneurs; directly comparable in client profile and holistic advisory offering.
• Lombard Odier: Swiss private bank with significant French-speaking HNW client book, offering portfolio management, wealth planning, and family office services; comparable in service tiering and holistic advisory approach.
• Sycomore Family Office: French independent wealth and asset manager with a strong HNW and family office franchise, including dedicated entrepreneur solutions; comparable as an independent French competitor targeting the same client base.
• Rothschild & Co: Independent French-headquartered wealth and asset manager offering private banking, family office, and advisory services to UHNW clients across multiple jurisdictions; directly comparable in service mix and HNW focus.

Broad incumbents

• Natixis Wealth Management: Groupe BPCE's wealth and asset management division offering private banking and HNW advisory; comparable in target French HNW market though embedded within a much larger banking group.
• BNP Paribas Wealth Management: Large universal bank private banking division offering full-service wealth management to HNW and UHNW clients in France and internationally; a much larger incumbent with overlapping services to entrepreneurs and families.
• Pictet Group: Swiss private bank and asset manager with substantial European HNW franchise offering wealth management, asset allocation, and family office services; comparable as a large independent competitor serving UHNW families.

Others

• Société Générale Private Banking:

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@CyrusHerez
• Facebookfacebook.com/NewsHerez
• LinkedInlinkedin.com/company/herez
• Instagraminstagram.com/cyrus.herez
• Xx.com/NewsHerez

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Herez