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Luna IM Strengthens position as the North West’s
largest independent discretionary fund manager

Luna Investment Management (Luna IM), a specialist investment management firm, today announced an increase in turnover of 58% for the financial year ending March 2023 compared to the same period in 2022. Funds under management increased by 24% and headcount rose by 27% in the same period. The growth helped Luna IM maintain its position as the North West’s largest independent discretionary fund manager.

Despite the market conditions seeing falls across all major investment markets, Luna IM has increased funds under management by a notable 24% year-on-year. Clients are attracted to Luna IM because of its commitment to its core discipline; to provide clients with a flexible and proactive investment management strategy which is underpinned by personal service.

Luna IM continued to attract top industry talent to support its growth with the notable addition of Peter Stiles who previously worked at Brown Shipley, Manchester for 37 years.

In November 2022, Luna IM signed a long-term contract with Third Financial and their award winning investment management software platform. The use of a single platform for custody and execution harnesses technological change to reduce the admin burden and enables the Luna IM investment team to focus on strategy.

James Carter, Director of Luna Investment Management said, “With Investment market conditions proving to be a challenge across the board in 2022, it has never been more important to have a proactive service with direct and personal access to your wealth manager and advisors. Our growth is as a direct result of the service we provide, our focus on our core discipline and the experience of our team. We look forward to further building on this success going forward.”

Luna Investment Management, which is located in Spinningfields in Manchester, provides bespoke investment solutions to a range of clients throughout the UK. Through agreements with providers and advisers, these tailored investment services are available within personal and corporate accounts, charitable foundations, trusts, pensions and offshore bond structures.


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