LUNIS VERMÖGENSMANAGEMENT AG

LUNIS STANDS FOR PASSION, INDEPENDENCE, NEUTRALITY, INDIVIDUALITY AND SECURITY

TRUST AND EXPERTISE ACROSS GENERATIONS

As finance experts, we have have a solid foundation of more than 20 years of experience. With a focus on the needs of our clients, we have steadily continued to develop strong team cohesion and successfully mastered all challenges. This has made us what we are today.

As a team, since 2017 we have been advising and accompanying private clients, entrepreneurs and semi-institutional clients on all issues of their wealth management. With a strong partner at your side, we have taken advantage of the opportunity for independence, and look with pride at a team of more than 40 experienced financial experts at six locations in Germany.

As advisors, we know that life and all of it facets present questions, problems and many hurdles. This is also true in the finance sector. For this reason, we provide our clients with new opportunities by creating solutions and accompanying you on the path to attaining your goals. We set a secure course and keep our eye on the big picture. In doing so, we make use of our overall experience and expertise.

OUR VALUES IN COOPERATION

  • Trust and partnership
  • Reliability and loyalty
  • Understanding and fairness
  • Comprehensive approach and future viability

 

OUR PARTNERSHIP GOALS

  • A partnership approach so that you always have experts by your side who you trust.
  • Individualised wealth management so that your needs and wishes are fulfilled.
  • Security for the future so that you can let go and enjoy.
  • Advice and support in all phases of life so that you receive comprehensive solutions.

CONTACT US

Together we can preserve and increase your wealth – you can rely on our expertise and experience.

J.C. FLOWERS & CO., LLC

LUNIS Vermögensmanagement AG was founded in May 2017 by Andreas Brandt and partners in strategic partnership with J.C. Flowers.

J.C. Flowers is one of the world’s best-known private equity firms. Founded in 1998, today the company has more than USD 15 billion invested in 47 companies in 17 countries around the globe. These companies include industries like banks, insurance companies, re-insurers, securities companies, speciality finance and asset management. With approximately USD 6 billion of managed assets, J. C. Flowers maintains offices in New York and London.

LUNIS – BOARD OF DIRECTORS AND PARTNERS

BOARD OF DIRECTORS OF LUNIS VERMÖGENSMANAGEMENT AG

ANDREAS BRANDT

Chairman of the Board of Directors and Founding Partner of LUNIS Vermögensmanagement AG

Before Andreas Brandt founded LUNIS Vermögensmanagement AG, he was the chief representative for Bank J. Safra Sarasin AG in Germany from 2011 to 2017. From 1998 to 2011, he held various positions with Credit Suisse (Deutschland) AG. In his function as head of the Private Banking department, has was appointed to the Board of Directors in 2003, and was named Chairman of the Board in 2006.

ULRIKE ZANDER

Member of the Board of Directors and partner in LUNIS Vermögensmanagement AG

Ulrike Zander is a member of the Board of Directors for LUNIS Vermögensmanagement AG and has assisted the company’s strategic alignment as far back as the initial establishment phase as an external advisor.

From 2013 to 2017, she served as the head of Business Development and a member of the Board of Directors for Private Banking for Bank J. Safra Sarasin AG. From 2002 to 2013, Ulrike Zander held various functions for Credit Suisse (Deutschland) AG. Among her past positions, she was head of the Business Support division and was responsible in this function as a member of the CEO’s corporate staff and for the management of selected client segments. In 2006, she was appointed to the Management Board for Credit Suisse (Deutschland) AG, and in 2009 to the Executive Council Germany/Austria.

PARTNERS

UWE FAHSE
Head of the Office Hannover

ARTUR J. MONTANHAS

Head of the Office Stuttgart

Arthur Montanhas is a partner in LUNIS Vermögensmanagement AG and head of the Stuttgart branch office, offering more than two decades of experience in the financial sector.

He was recently the Managing Director of VERTIVA Family Office GmbH, a 100 percent subsidiary of Südwestbank AG. Before that, he held positions including branch manager in Frankfurt and Stuttgart and member of the Management Board Private Banking Germany for Bank J. Safra Sarasin (Deutschland) as well as a managing position at Credit Suisse (Deutschland) AG. After his training as a banker, Artur Montanhas studied financial planning and estate planning at the Frankfurt School of Finance and Management in Frankfurt am Main. He also holds qualifications as a Financial Planner as well as Estate Planner, and speaks fluent Portuguese, German and English.

DIRK SCHRÖDER
Senior Consultant

THOMAS GUSE

Senior Consultant
Deputy Branch Manager

CHRISTOPH-A. LAGNEAU

Senior Consultant
Deputy Branch Manager

RAINER GIGL

Head of the Office Munich

Rainer Gigl is a partner at LUNIS Vermögensmanagement AG and head of the Munich office.

Prior to that, he was the head of the Munich office of Bank J. Safra Sarasin AG from 2012 to 2017. From 2000 to 2011, he held various positions at Credit Suisse in Germany in roles such as Branch Manager in Munich and Senior Relationship Manager. Before that, he worked for 18 years for what is known today as UniCredit Bank AG.

UWE BLEY

Senior Consultant
Deputy Branch Manager

REINER GROßBERGER

Senior Consultant

SUPERVISORY BOARD OF LUNIS VERMÖGENSMANAGEMENT AG

DR. CHRISTOPH LUDWIG
Chairman of the Supervisory Board
MICHAEL CHRISTNER
Member of the Supervisory Board
ANDREAS RITTER
Member of the Supervisory Board

LUNIS – CUSTODIAN BANK

UBS EUROPE SE

The leading international financial institute is a strong partner for LUNIS as a custodian bank. Our clients have access to the global investment platform of the UBS Group and benefit from the latest digital banking technologies for managing and preserving their securities.

WWW.UBS.COM

V-BANK

As the first bank in Germany of its type, V-BANK consistently focuses on independent wealth managers and selected clients like family offices. V-BANK acts solely as a custodian and settlement bank for wealth managers.

WWW.V-BANK.COM

COMDIRECT

As one of the leading online brokers in Germany, comdirect assists Lunis Vermögensmanagement AG with more than 20 years of experience. Using intelligent technologies, high-performance trading tools and high security standards, comdirect offers its clients the highest quality in financial matters.

WWW.COMDIRECT.DE

DAB BNP PARIBAS

DAB BNP Paribas is the bank for independent wealth managers, fund brokers, investment advisors and institutional clients. In Germany, more than 60 % of all BaFin listed financial portfolio managers administer their client portfolios with DAB BNP Paribas, making DAP the clear market leader in this segment.

DAB PNB PARIBAS