News

Here you will find a wide range of up-to-date information
about LUNIS Vermögensmanagement AG.

Awards

LUNIS Vermögensmanagement receives "very good" rating from €uro magazine's private banking test

At this year's €uro Private Banking Test, a renowned family office received investment proposals from 19 banks and asset managers on behalf of a test client for an investment amount of three million euros from the sale of a property. The conditions were: a flexible strategy, international diversification, a return of 3.0 percent p.a. after costs and before taxes, and a moderate risk. The portfolio developed by LUNIS, comprising equities, bonds and an admixture of alternative asset classes such as gold and commodities, was convincing.
Find the complete German test result of €uro magazine here >

 

Press releases

April 03, 2019
LUNIS Vermögensmanagement gains Artur Montanhas as partner and head of the new Stuttgart location

On January 02, 2019 LUNIS Vermögensmanagement AG opened its sixth location in Germany in Stuttgart, the capital of Baden-Württemberg. Family office expert Artur Montanhas, who joined the company as a new partner on April 02, 2019, has been appointed branch manager.
Read the full German press release here >


February 22, 2019
LUNIS Vermögensmanagement clearly exceeds the mark of one billion Euro in assets under management

LUNIS Vermögensmanagement AG accelerated its growth and significantly exceeded the mark of one billion Euro in assets under management at the beginning of 2019. In the last 12 months, LUNIS has succeeded in winning new clients and growing significantly despite a demanding market environment.
Read the full German press release here >


January 11, 2019
youmex takes over LUNIS Vermögensmanagement

youmex AG has signed a purchase agreement to acquire a majority stake in LUNIS Vermögensmanagement AG. youmex significantly strengthens its asset and wealth management business. Clients should benefit synergistically from the partnership-based combination of the expertise and networks of both companies. Founding Investor J.C. Flowers remains in partnership for the next few years.
Read the full press release here >


December 18, 2018
LUNIS Vermögensmanagement opens branch office in Stuttgart

LUNIS Vermögensmanagement AG, founded in May 2017, remains on a growth course: In January 2019, the company opens a new branch office in Stuttgart. With the existing branches in Frankfurt am Main, Berlin, Hamburg, Hanover and Munich, LUNIS Vermögensmanagement will in future maintain six locations throughout Germany.
Read the full German press release here >


August 21, 2018
Christoph Lieber withdraws from operational responsibility for LUNIS Vermögensmanagement

Former Co-CEO and founding partner of LUNIS Vermögensmanagement AG, Christoph Lieber, withdraws from the operative business. Christoph Lieber founded LUNIS Vermögensmanagement AG in early 2017 together with founding partner Andreas Brandt and J.C. Flowers & Co. LLC.
Read the full German press release here >

April 16, 2018
LUNIS Wealth Management records a successful start in 2018

Since January 1, 2018, LUNIS Vermögensmanagement AG has been providing all financial services directly and under its own name. After a very successful year in 2017, LUNIS Vermögensmanagement is on track to exceed its first one billion Euro assets under management in the foreseeable future. Business figures and number of new clients in the first quarter are particularly positive and set the course for 2018.
Read the full German press release here >


December 05, 2017
LUNIS Vermögensmanagement receives official go-ahead to provide financial services in accordance with Section 32 of the German Banking Act

On 28th November 2017 the Federal Financial Supervisory Authority (BaFin) awarded LUNIS Vermögensmanagement a licence to provide investment advice and brokerage and portfolio management services according to Section 32 of the German Banking Act. With this step, LUNIS Vermögensmanagement AG leaves the liability umbrella of NFS Netfonds Financial Service GmbH.
Read the full German press release here >


June 09, 2017
LUNIS Vermögensmanagement wins UBS Europe SE as its custodian bank in Germany

LUNIS Vermögensmanagement and UBS Europe SE have joined forces. UBS Europe SE will operate as the custodian bank of LUNIS Vermögensmanagement AG in Germany. After a transitional period and the allocation of a separate KWG license, clients of LUNIS Vermögensmanagement will be granted access to the UBS Group's global investment platform.
Read the full German press release here >


May 29, 2017
LUNIS Vermögensmanagement AG benefits from NFS Netfonds' liability umbrella

With the formation of LUNIS Vermögensmanagement AG, approx. 20 German employees demonstrated their reaction to the withdrawal of the J. Safra Sarasin Bank from the German private banking market. The strong liability umbrella of the NFS Netfonds Financial Service GmbH will be a temporary service partner of LUNIS Vermögensmanagement AG.
Read the full German press release here >


April 25, 2017
J.C. Flowers, Andreas Brandt and Christoph Lieber enter the German market with a new asset manager: LUNIS Vermögensmanagement

Thanks to the collaboration of J.C. Flowers & Co. LLC, one of the world's leading private equity firms, with LUNIS Vermögensmanagement AG a new asset manager is being established in Germany. Together with LUNIS Vermögensmanagement AG's co-CEOs and shareholders Andreas Brandt and Christoph Lieber, J.C. Flowers will introduce LUNIS Vermögensmanagement AG to the market in the second quarter of 2017.
Read the full German press release here >

 

29. Mai 2017:
LUNIS Vermögensmanagement AG nutzt das Haftungsdach der NFS Netfonds