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HRK LUNIS AG

Your Bank-Independent Wealth & Asset Manager

Success is measurable – of course.

HRK LUNIS AG is one of Germany’s leading bank-independent wealth & asset managers. As an exclusive wealth & asset manager with an excellent performance history, we attach particular importance to forward-looking and countercyclical behavior as well as adequate risk diversification.

ABOUT US

We are HRK LUNIS

Since July 2023, LUNIS AG and Huber, Reuss & Colleagues Vermögensverwaltung GmbH have been going their own way together as HRK LUNIS AG . Both companies have long established themselves successfully as wealth & asset managers on the market and have been among the elite in the wealth & asset management industry for years. The merger created one of the largest and most powerful independent wealth & asset managers in Germany. HRK LUNIS AG currently manage assets of over EUR 5.5 billion. (As of December 2023)

Capital market expertise, coupled with a high degree of individuality, is at the heart of our activities. The comprehensive range of services is the perfect basis for providing our clients with trustworthy, long-term support. With over 90 employees – many of whom are also co-owners – HRK LUNIS AG takes care of the needs of discerning private clients, entrepreneurs and their families. In the institutional sector and fund management, the company assumes responsibility for the assets of companies, foundations, associations and pension funds. HRK LUNIS AG distinguishes itself from its competitors primarily through its in-house investment team of 15 trained analysts and fund managers, through which HRK LUNIS AG has gained access to the management of special funds for entrepreneurs and their families.

HRK LUNIS AG offers individual solutions in the areas of wealth & asset management, investment advice and private equity at its offices in Frankfurt am Main (headquarters), Munich, Berlin, Hamburg, Hannover, Stuttgart, Ingolstadt and Schonungen.

As a independent wealth & asset manager HRK LUNIS works independently from banks or other financial institutions, providing financial services to high-net-worth individuals, serving only the interests of their clients.

Your goals are our goals, we walk the path together with you.

SERVICES

Your wealth and your life achievements deserve our respect

Our clients are at the center of everything we do. Together, we develop investment strategies that are tailored to their individual needs. Because every person and every situation is different, we do not offer standardized solutions. By individual solutions, we mean investment planning that we tailor precisely to your wishes, for example with regard to risk and return.

The turnaround in interest rates makes it possible: investors are once again earning interest when they “park” their money in a securities settlement account or current account.

In addition to the custody account, our custodian banks also offer an interest-bearing call money account. Either the call money account acts as a custody account or the call money account is a separate account.

Your HRK LUNIS relationship manager is your competent contact for all questions relating to liquidity management.

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Our clients particularly appreciate the fact that portfolios can be tailored to their individual needs.

Our private wealth & asset management is a tailor-made solution characterized by an investment strategy developed individually with our experts and the joint development of your personal investment guidelines and risk tolerance.

This includes, for example, determining the permitted/not desired asset classes, defining the individual tactical bandwidths of your portfolio or excluding individual issuers/sectors/currency areas or regions.

Our offer:

We offer you a customized investment for your portfolio.

Our investment strategy focuses on preserving the value of your assets so that you can achieve stable returns with controlled risk.

We take your financial and perceived risk appetite into account in a responsible manner.

We work with transparent and individual fee models. This means there are no hidden costs.

Individual reporting guarantees you a comprehensive overview of the assets entrusted to you on a regular basis.

For us, personnel continuity and long-term support are the basis for your long-term trust.

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For the special requirements of special funds or managed accounts, we offer specialists with many years of experience in the areas of treasury, asset allocation and fund management. With our outstanding expertise, HRK LUNIS is the ideal choice for institutional investors who wish to manage capital in the economic interests of the owners of a company, association, institution, family or UHNWI.

Our offer:

Comprehensive situation analysis

Careful development of an individual and/or sustainable investment solution with efficient and professional implementation

Sound capital market analysis and active risk management

Management of public and special funds

Asset management for institutional investors – a partnership of equals

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For clients with an affinity for securities who wish to make their own investment decisions, we offer our investment advisory mandate. This gives you access to an advisory service that proactively and continuously supports you according to your individual investment profile. On request, we can also provide trading impulses to take into account not only longer-term investments but also short-term market opportunities.

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Private equity and venture capital are important components of corporate financing. We provide our clients with access to selected private equity and venture capital companies in order to build up a balanced portfolio over the long term as part of a strategic asset allocation that balances risk and return.

What exactly is private equity?

A private equity company (capital investment company) provides equity or equity-like financing to companies with financing requirements on an off-market basis. This enables professional investors in the private equity company to make medium to long-term investments in unlisted, mostly small and medium-sized companies. The aim is to achieve an appropriate financial return.

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Secure assets intelligently – preserve values

We have the all-round view for you!

The WERTIQ Family Office is an independent family office in Munich. The family office focuses on strategic wealth planning, overall wealth controlling and digital financial accounting as well as real estate management, pension and generation planning and foundations.

The WERTIQ Family Office also invites tenders for private, institutional and sustainable asset management mandates, thereby helping clients to select the right bank or wealth & asset manager.

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Next Gen Advisory is aimed at aspiring young entrepreneurs who are interested in exchanging ideas on innovative financial topics such as private equity, cryptocurrencies, NFTs and impact investing. Financial Education & Financial Planning form the basis for a successful future for young entrepreneurs

Networking and workshops will help to explore new investment opportunities and provide the opportunity to connect with like-minded people, industry experts and potential mentors.

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LOCATIONS

Our locations

We are here for you. Find the right contact person in your area for your wealth goals.

CONTACT

Talk to us

We would be happy to talk to you personally without obligation. Together we can protect and increase your assets in the long term. Rely on our expertise and experience.