“Wealth management also means listening and understanding. The thorough knowledge of your wishes and needs is the basis for ideal service and cooperation based on trust.”

Our team at LUNIS Berlin has worked together for more than 10 years – and has more than 150 year of professional experience combined. A high level of expertise in all areas of wealth management is based on our experience in various banking houses and in private banking, with a deep understanding of each other and view to the things that no one has thought about yet.

Openness, honesty and transparency are values often talked about in the finance sector. We take these values to heart. We rely on individual actions. Innovative concepts, consistent risk management and investment-appropriate consulting. The better we know the personal and financial situation of our clients, the more effective and more sustainable we can work. This is the reason why we have served many of our customers for more than 20 years.

We know the added value of independent wealth management, and they benefit from it.