Presentation
Andreas Brandt and the management built HRK LUNIS with the vision to provide HNW and UHNW clients across Germany with an independent, comprehensive wealth management offering featuring innovative products and superior services.
HRK LUNIS offers a broad set of competitive wealth management services, including discretionary wealth management, advisory, investment management, private equity, and family office services (through its WERTIQ brand). It serves its clients through a fully integrated platform with one central investment office and a common IT setup.
Today, HRK LUNIS is among the leading German independent wealth managers with over 100 employees managing c.€7.5bn AuM/AuA for more than 2,500 clients, and operating offices across eight cities.
*as of December 31st, 2024
Why did we invest?
RK LUNIS operates in the large and growing German wealth management market. Future growth is driven by various tailwinds, such as the increasing participation in financial markets, the continuously growing financial wealth, and the increasing importance of independent wealth managers vs. other channels.
The company is positioned as one of the only consolidation platforms within the DACH market and has a proven acquisition platform (3 acquisitions conducted over the past 3 years, incl. a transformational merger). The German and Swiss markets are highly fragmented providing ample M&A opportunities to continue buy-and-build.
HRK LUNIS’ business model is differentiated and resilient, with a proportion of recurring revenues, its outstanding client engagement, high level of expertise, and its broad offering for HNW and UHNW client (incl. PE and family office). The management team has a clear strategic vision and track-record in both organic growth and acquisitions.
How do we intend to create value?
Together with Seven2, HRK LUNIS aims at continuing it successful organic growth trajectory by further expanding its footprint, evolving its product offering, including within alternative asset classes, and optimizing its digital capabilities to drive maximum customer benefits.
Building on its successful track record, HRK LUNIS will also continue to pursue an active acquisition strategy. HRK LUNIS offers its future partners and their customers a highly attractive proposition, including a market leading investment office, full support on regulatory and compliance related topics, and strong IT capabilities.
