FRANKFURT

UNDER THE LEADERSHIP OF ULRIKE ZANDER ULRIKE ZANDER

“Serious wealth management means giving you, the client, the security of having a partner at your side to manage and preserve your investments on your terms. It means being a contact person that you trust and with whom you can relax because you are firmly convinced you are well advised. Our focus is on individual solutions.”

This is how we define wealth management at the LUNIS office in Frankfurt. This basic principles lays the groundwork for successful, trustworthy and long-term cooperation with our clients and in our team. At the head office – and thus in the hearts of LUNIS – trust, expertise, motivation and commitment come together to think outside the box. With us, there is a intersection of the business processes we manage with our employees, our clients and our business partners.

We like to be a secure anchor for our clients and our team, providing certainty and focus and thereby creating the basic conditions for wealth management at the highest level.

We trust each other, and you can too.

Friedrichstraße 31
60323 Frankfurt am Main
Phone: +49 (0)69 667 738 35-0
Email: frankfurt@lunis.de

You can find your personalised directions here!

Get in touch with LUNIS Frankfurt.

LUCA ALTMANNSBERGER
Student Trainee IT
MARIUS ALTMANNSBERGER
IT-Manager
Head of Investment Office & Portfolio Management

SALIOU AMANN

Head of Investment Office & Portfolio Management
SUSANNE BALFANZ
Business & Project Management
FAZLE CHOWDHURY
Controlling & Accounting
Product Management

THOMAS FREY

Product Management
ALEXA HEIDELBERG
Legal & Compliance
JONATHAN KRUSKE
Student Trainee IT
Portfolio Manager

ALEXANDER LUZ

Portfolio Manager
HR Management

NICOLE OCKS

HR Management
Public Relations & Events

ANIKA PERLEWITZ

Public Relations & Events
Business Development/ESG

STEPHANIE SCHUBERT

Business Development/ESG
MARTIN TRESCHER
Accounting Lead
Member of the Board of Directors
Vorstand

ULRIKE ZANDER

Member of the Board of Directors
Vorstand

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.

CONTACT US

Together we can preserve and increase your assets in the long term. Rely on our competence and experience.