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Now the North West’s largest independent discretionary fund manager

Manchester, UK, December 19th 2022 – Luna Investment Management today announced turnover is up 87% year to June 2022 compared to the same period in 2021. Funds under management increased by 61% and headcount by 42% in the same period.

We believe, based on research, that the significant growth posted by Luna Investment Management now places it as the North West’s largest independent discretionary fund manager.

The success of Luna Investment Management is attributed to a fully integrated approach to personal service, proactive investment management strategies, and a flexible and nimble approach amid the volatile investment landscape.

In June this year, Luna Investment Management announced the appointment of Peter Stiles, ex-Brown Shipley director, Manchester, as Investment Director to further strengthen its investment expertise.

James Carter, Director of Luna Investment Management said, “Our impressive growth is testament to not just our experienced team but also to our single-minded focus on scalable personal service. Our ambitions extend beyond being the North West’s leading and largest independent discretionary fund manager and we intend to continue our growth trajectory,”

Eleanor King, Managing Director of Ian King Financial Planning Ltd, said, ”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 by this decision.

“Luna provides written market commentaries and videos that we are able to pass on to our clients and they have found this communication invaluable, particularly given the volatility we have seen in markets over the past couple of years. They are quick to respond to any queries we have regarding the portfolios or their functionality on our chosen platforms, which is not only useful for ourselves as a financial planning company but also for the end client. Luna is fantastic to work with and provides comparisons and statistics in a timely manner at the point of need. They also worked with us at the outset to ensure that we have sufficient model portfolios to meet the needs of our Centralised Investment Proposition (CIP), something which we could not readily achieve elsewhere in the market,” she finished.

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, pensions and offshore bond structures.


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