As an independent Family Office LUCATIS manages assets and invests in different asset classes. We put great emphasis on the promising investments, the appropriate strategic allocation of capital, an integrated risk management and a confiding collaboration.
For over 20 years Bernd W. Schrüfer and his team manage considerable family assets and realize individual investment strategies. Extensive experience, fundamental expertise in common and alternative investment assets and the ability to realize sophisticated investments are valued qualities by our clients. As an independent and owner-managed family office we consider an alignment of interests between management and us as investors as crucial.
Our investors want to preserve wealth and at the same time systematically seize new investment opportunities. For this reason we optimize the portfolio regarding the long-term objectives and avoid undesired market movements. With our fundamental Know-How, direct access to attractive investments and integrated risk management we always manage the entrusted assets in a personalized manner and with full commitment. We stick to this philosophy since our founding in 2004.
CEO and Chief Investment Officer
For over 20 years the specialist for the management of sophisticated investment portfolios manages considerable assets investing in common and alternative investment assets. In the 90’s Bernd W. Schrüfer and an entrepreneur family based in Munich founded an Investment Office. Bernd W. Schrüfer was in charge of the portfolio and investment management. The business economist started his career in investment banking at the UniCredit Group. Besides the board of management our team consists of employees in the field of portfolio management/investment analysis and employees in the back office as well as a group of advisors for audit, tax and legal advice.
Besides the asset management LUCATIS is a strong supporter of the social and cultural life in our city, Munich. Bernd W. Schrüfer founded Haus der Hoffnung to help homeless people and people that face an immediate threat of homelessness. The charitable foundation promotes social projects and is tax-exempt by the certificate (tax number: 143/235/77650) of the financial authorities Munich dated 17.12.2013.
Social engagement is important to us
Wealth is always individual and that is also the way we work. From common assets such as stocks or funds to tangible assets, private equity and direct investment in companies LUCATIS offers a broad range of Know-How to successfully create value. Whether a dynamic, return-oriented portfolio or an investment solutions across generations- based on the premises and goals of our clients we develop feasible and powerful strategies individually.
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Board of representation: Bernd W. Schrüfer
Supervisory board: Thomas Gierath (chairman)
Registration court: District Court Munich, register number: HRB 158907
Sales tax identification number according to §27a
Sales tax law: DE 244 41 11 63
Business identification number according to §139c
German Fiscal System: DE 143/101/20872
Supervised by the Federal Financial Supervisory Authority
Lurgiallee 12, 60439 Frankfurt
Institution number: 5508012-1
Person responsible for content according to §55 paragraph 2 RStV: Bernd W. Schrüfer (Address as above)
Information to remuneration of Institute
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