Seven2 Enters German Market with Acquisition of HRK LUNIS Wealth Management

Seven2 Acquires HRK LUNIS: A Strategic Move in Wealth Management

On March 28, 2025, Seven2, a prominent private equity firm in Europe, made headlines by announcing a binding agreement to acquire a majority stake in HRK LUNIS, a leading independent wealth manager in Germany. This acquisition marks a significant milestone for Seven2, as it ventures into the German financial services market for the first time. The partnership is not only an investment but also a strategic move to bolster Seven2's influence in the European wealth management landscape.

The Details of the Acquisition

The acquisition, subject to the necessary regulatory approvals, is anticipated to finalize in the last quarter of 2025. While specific financial details surrounding the transaction have not been disclosed, the move emphasizes Seven2's commitment to expanding its European operations. Following the acquisition, the current management team at HRK LUNIS will continue to lead the company, ensuring stability and continuity in its operations. This includes CEO and co-founder Andreas Brandt, who will maintain a significant ownership stake.

About HRK LUNIS

HRK LUNIS has established itself as a top player in the German independent wealth management sector, driven by a vision to deliver innovative, client-focused financial solutions. The company offers a comprehensive range of wealth management services, including discretionary wealth management, advisory, investment management, private equity, and family office services. It has earned recognition among the top five independent wealth managers in Germany, managing assets exceeding €6.6 billion for more than 2,200 clients across eight cities.

In recent years, HRK LUNIS has enhanced its market presence through strategic mergers and acquisitions, including a transformative merger with Hubert, Reuss & Kollegen in 2023 and the acquisition of ProVidens in 2024. This growth trajectory positions HRK LUNIS favorably in a competitive market where clients seek premium, independent wealth management services.

The Path Forward

With Seven2's backing, HRK LUNIS is poised to further its growth strategy heading into the next chapter of its development. The firm aims to enhance its product offerings—particularly in alternative asset classes—and improve its digital capabilities to better serve its clients. Andreas Brandt expressed gratitude towards J.C. Flowers for their support over the past eight years, highlighting that the new partnership with Seven2 will play a crucial role in accelerating his company's growth.

Additionally, HRK LUNIS plans to pursue an aggressive acquisition strategy, appealing to potential partners via an attractive proposition that includes advanced investment office capabilities, comprehensive regulatory support, and robust IT resources. With these initiatives, HRK LUNIS intends to solidify its position within the German independent wealth manager market and expand its outreach throughout the DACH region (Germany, Austria, and Switzerland).

Industry Insights

Dr. Ilinca Rosetti from J.C. Flowers noted that HRK LUNIS has set new benchmarks for professionalism and entrepreneurship in Germany's wealth management sector, thanking Andreas and his team for their impressive development trajectory. Emphasizing the firm's potential, Dr. Florian Wolff from Seven2 acknowledged the depth of talent within HRK LUNIS and expressed excitement about collaborating to enhance its market leadership.

As the wealth management landscape continues to evolve, the strategic acquisition of HRK LUNIS by Seven2 signals notable intentions to diversify and strengthen operational capacities while enriching client offerings. Both firms are well-equipped to navigate the complexities of this sector, and together, they are expected to drive innovative solutions that benefit clients while establishing a robust market presence.

Conclusion

The acquisition of HRK LUNIS by Seven2 heralds a new era for both entities, with prospects for significant growth and development in the arena of wealth management. As the transaction progresses towards completion, stakeholders and clients alike will be watching closely to see how this new partnership unfolds in a dynamic market.

For further details on HRK LUNIS and its services, you can visit their official website at www.hrklunis.de. Similarly, for insights about Seven2's investment philosophy and portfolio, visit www.seven2.eu.