The first of our services encompasses our approach since the very beginning –  to offer a truly bespoke discretionary management service.

This puts you at the centre of the decisions on the type of companies and funds that are selected in your portfolio. In order to provide this service to you, we have partnered with a third-party provider who analyses companies exposure to certain key criteria e.g. Tobacco exposure. We can then discuss and build a personal portfolio specific to your needs.

This is only the first step – it is equally important to ensure that the products selected comply with your wishes and monitor the investment marketplace for new products to help you deliver on your wishes.

Please see below the graphic which helps explain this process in action.

Key points;

  • Truly bespoke to you and your wishes/views
  • Actively managed and holdings reviewed to ensure they remain compliant
  • Combining Luna’s knowledge with experts dedicated to this type of investing
  • Managed on our systems and using existing providers (Third Financial)
  • No extra cost
  • Online access to review portfolio daily
  • Quarterly valuations

Before investing please check the specific risk factors on the key features document as some strategies can be high risk; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Taxation is dependent on individual circumstances and is subject to change.