About us – Luna Investment Management

Headquartered in Manchester, Luna provides specialist investment management services to private clients and their advisors across the UK.

We offer a truly bespoke service with expert communication and comprehensive administration, underpinned by award-winning technology.

Our team of investment management professionals genuinely care about their clients. Each is highly qualified with combined investment experience in excess of 200 years and a proven track record of investment returns and high quality service.

The investment committee takes full responsibility for all decisions taken within client portfolios. Our business is structured with the client’s specific requirements in mind and, most importantly, we treat our clients as individuals – there is no room for ‘one size fits all’ in how we operate.

Services

We specialise in providing tailored investment management solutions. Our core service is discretionary investment management and under this arrangement, clients give Luna authority to invest money on their behalf, within agreed parameters.
Discretionary management ensures investment decisions can be made and implemented efficiently and proactively amid ever-changing market conditions.

Personal preferences

Luna appreciates that such relationships are built upon trust and we therefore take time to get to know them, how they operate and how they would like Luna to service them and their clients. If they prefer, the Financial Planner will retain authority over the client portfolio and also have ongoing access to view their clients’ assets via the Luna Portal.

In addition to the bespoke investment solutions, Luna has also developed specific investment solutions for Financial Planners only.

As part of this, we will always look to incorporate your personal preferences in the management of these investments.

Ethical and sustainable

Some clients seek to incorporate certain ethical, religious or sustainable investment criteria into their investment strategy that are particularly important to them. Luna is able to accommodate this and use a third party screening company to help us exclude those companies that do not fit with a client’s personal preferences. Similarly, Luna can highlight those companies committed to achieving the highest standards of environmental, social or governance (ESG) behaviour.

EXPLORE MORE ABOUT LUNA

Who We Are

Meet our Team

Our team of investment management professionals has over 200 years combined experience, having managed more than £1bn of client investments

Discover Our Approach

Our investment service goes far beyond simply advising where to invest your money. We help you make decisions that align with your immediate and long-term objectives

Client and Partner Testimonials

“

Pareto are delighted to work with Luna as part of our investment proposition for our clients. The client communications are always excellent and are invaluable, particularly given the volatility we have seen in markets. The team boast a pedigree of experience, are approachable and the track record they have delivered is also an important part of our collaboration.
Paul StonesManaging Director, Pareto Financial Planning

“

We have dealt with members of the team at Luna for over 20 years and have found them to be professional, trustworthy and go above and beyond to help. They offer a first class personalised service and we would highly recommend Jim and his team at Luna.
E. KenyonGoogle Review

“

We have recommended the Luna model portfolios via our chosen platform since launch given our close relationship and trust in Alex Brandreth as an investment manager. We have not been disappointed and portfolios have provided our clients with strong returns against benchmark over the past couple of years.
E. KingManaging Director, Ian King Financial Planning Ltd

“

I have had over 20 years of consistently excellent results and advice with this investment group. Highly recommended.
R. WebbGoogle Review

“

I couldn't be more pleased with the service I get from Luna Investment. John and Jim are always on the end of the phone ready to answer any questions, we have regular update meetings and I have found them to be completely honest regarding fees and expectations. I couldn't recommend them more highly.
D. Van PeltGoogle Review

“

James and his team have managed the investments for our family for over 15 years. We value their flexible approach, attention to detail and highest level of personal service. We could not envisage a better Firm and group of people.
C. GarnettGoogle Review

Luna Investment Management Limited (FRN: 923454) is an appointed representative of Thornbridge Investment Management LLP “Thornbridge” (FRN: 713859), which is authorised and regulated by the Financial Conduct Authority. All investment management decisions are undertaken by its investment committee. Luna staff sit as members of that committee. Further details, including all relevant regulatory disclosures can be found at www.thornbridge.com.

Head Office

Level 7, Tower 12
The Avenue North
18-22 Bridge Street
Spinningfields
M3 3BZ

Telephone

0161 518 3500

GET DIRECTIONS

The value of your investments may go down as well as up, and you could get back less than you invested.
The Defaqto 5 Star Rating applies to both the Luna Model and Bespoke Portfolio Services only.

Luna Investment Management Limited (FRN: 923454) is an appointed representative of Thornbridge Investment Management LLP (FRN: 713859) which is authorised and regulated by the Financial Conduct Authority. Luna Investment Management is registered in England. No 12280396