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 25 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.
CEO and Chief Investment Officer
The bank clerk holding a degree in business looks back on more than 25 years of investment experience in alternative asset classes. He is an acknowledged expert in managing professional investment portfolios with a special focus on the digital economy, Blockchain, hedge funds, investment in art, cryptocurrencies and other investment classes. After his successful career start at the investment banking division of what is today Unicredit Group, serial entrepreneur Bernd W. Schrüfer founded his first family office in the 1990s together with a Munich-based family of entrepreneurs. To date he has been responsible for the company’s portfolio and investment management as a managing partner. In this position he has managed several IPOs and successful corporate divestments. Next to his management position as founder and CEO at LUCATIS and the recently founded private equity firm VALERIAN Bernd W. Schrüfer is a member of several national and international supervisory and advisory boards. Jointly with his team of experienced investment specialists, a professional back office and a highly competent team of advisers consisting of auditors, commercial lawyers and tax advisors, Bernd W. Schrüfer offers extensive expertise in portfolio management, investment selection and diversification as well as the establishment and development of family offices.
Art is a lucrative investment. However, for investors, it is often much more than just a store of value. Along with its value as a commodity, art brings joy and creates an emotional value that shouldn’t be underestimated. For years, art has proven to be a sound investment. Hardly any other kind of investment has sustainably multiplied its capital over a long period time. However, the value and price of different artwork can vary substantially and requires a careful quality assessment and evaluation. Our team consists of acknowledged art experts with a trained eye, proven knowledge and many years of experience, and who will find and purchase exceptional artwork for you using their extensive international network. They also consult and support you in all other aspects related to art, inter alia, the sale of art, estate appraisal or appraisals of specific objects and qualified management of art collections.
Besides the asset management LUCATIS is a strong supporter of the social and cultural life in our cities, Munich and Berlin. 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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