Despite Luna only being in existence for a year, the core individuals, systems and processes that have been adopted are tried and tested. This has now been independently assessed and endorsed by a highly respected, independent firm.
The Defaqto criteria to be a 5 Star rated firm cover a number of core areas;
• The Luna proposition,
• The firm itself,
• Flexibility on investment management,
• Terms and conditions,
• Charging structure and;
• Data verification and transparency.
Speaking about the rating, James Carter, Investment Director, stated “This is a fantastic achievement and is a deserved acknowledgement of the hard work and dedication of the entire Luna Team as we strive to provide our clients and their advisors with the highest level of personal investment management service.
Defaqto is a well-established and trusted partner for so many financial advisors and their clients and we are delighted to be recognised so early in Luna’s development. This is also further testament to the work that we have done over the last year in partnering with some excellent companies and the individuals who have been a driving force in starting Luna.”
Pan Andreas, Head of Insight & Consulting (Funds & DFM) at Defaqto, said “Defaqto’s expert analyst team have produced DFM Star Ratings since 2012.
Bespoke DFM Star Ratings have been a key validation tool for financial intermediaries, and their clients, since their 2012 inception. In a market that continues to see new managers and propositions, such as Luna Investment Management and the Luna Bespoke Portfolio Service, the importance of these ratings is as high as it ever has been.
A 5 Star DFM Rating, demonstrates that the proposition is one of the most comprehensive in the market.”
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