Foundation of Grossbötzl, Schmitz & Partner Vermögensverwaltersozietät GmbH, Düsseldorf
As a BaFin-regulated portfolio manager, we are supervised by the German Federal Financial Supervisory Authority (BaFin). Our licence and ongoing supervision are subject to extensive regulatory requirements – including the professional qualification and reliability of the management board, adequate capital resources and a proper business organisation.
HRK LUNIS AG employs more than 120 people at nine locations in Germany. The company is headquartered in Frankfurt am Main; its largest office is in Munich, which is also home to the Investment Office with experienced senior portfolio and fund managers.
As one of Germany’s leading bank-independent wealth managers, HRK LUNIS offers a comprehensive range of services for private clients, entrepreneurs and institutional clients. At the same time, the company is actively shaping the consolidation of the German wealth management market and is pursuing a clear growth strategy – organically and through targeted acquisitions.
HRK LUNIS at a glance
Our company brochure (in German) gives you a concise overview of HRK LUNIS, our services and our standards for modern wealth management.
Find out more about our company, our investment expertise and our individual solutions for private clients, entrepreneurs and families.
Discover HRK LUNIS and learn what independent wealth management means to us.
Our history
1986
Foundation of Huber, Reuss und Kollegen Vermögensverwaltung GmbH, Munich
Foundation of ProVidens Vermögensmanagement GmbH, Hamburg
Foundation of LUNIS Vermögensmanagement AG, Frankfurt
Merger of Huber, Reuss und Kollegen Vermögensverwaltung GmbH and LUNIS Vermögensmanagement AG to form HRK LUNIS AG
HRK LUNIS AG acquires ProVidens Vermögensmanagement GmbH in Hamburg
HRK LUNIS AG merges with Grossbötzl, Schmitz & Partner Vermögensverwaltersozietät GmbH in Düsseldorf
Facts and figures
>2,500
clients served
120
employees taking care of your concerns.
>9.1bn €
in assets under management
What sets our collaboration apart
For us, wealth management is more than the professional management of capital. It is based on trust, personal proximity and a shared understanding of your goals.
01
Independence
We advise and decide exclusively in the interests of our clients. Our recommendations follow a clear conviction: what is the best long-term solution for your wealth?
02
Trust
Successful collaboration develops over years. That is why we rely on reliability, transparency and open dialogue – even when capital markets are challenging.
03
Personal approach
Wealth is individual. We take the time to understand your personal situation, your goals and your expectations. You have dedicated contacts who know you and your wealth.
04
Responsibility
We know the responsibility entrusted to us when we manage your wealth. We therefore act carefully, with discipline and with a long-term view.
05
Partnership
We do not see ourselves as a product provider, but as a long-term partner. Our aim is to support you reliably in all key questions concerning your wealth.
Our shareholder structure
Seven2
Seven2
Seven2 is the majority shareholder of HRK LUNIS AG and an international private equity firm based in Paris. As a long-term investor, Seven2 supports companies in their strategic development and promotes sustainable, profitable growth.
Together, Seven2 and HRK LUNIS aim to further strengthen HRK LUNIS’s position as one of the leading independent wealth managers in the DACH region.
Members of management and employees also hold shares in HRK LUNIS. In doing so, they take on entrepreneurial responsibility and send a clear signal of their identification with the company, their long-term commitment and their confidence in a successful shared future.
Locations
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Find the right contact for your wealth goals – personally and close to you.
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