Bespoke Investment Management
Luna specialises in providing tailored investment management solutions. We are committed to building long-term relationships with clients and their advisors.
These parameters are established with the client and/or their advisor at the outset and are reviewed regularly. They cover a client’s specific risk appetite, time horizon and investment objectives. Discretionary management ensures investment decisions can be made and implemented efficiently and proactively amid ever-changing market conditions. Luna also provides advisory services and under this arrangement, the client still retains access to the Luna investment team and advice but no changes are made to the portfolio without the clients express permission.
Under either a discretionary or advisory arrangement, Luna will work with a client, and where appropriate their advisors to build a tailored portfolio that meets the clients’ unique requirements. The investment services provided by Luna are available within a wide range of financial planning structures such as ISA, pensions (SIPP and SSAS), offshore bonds, Family Investment Companies and Trusts.
Personal preferences
Luna recognises that a client’s investment portfolio is their asset and we are privileged to work with you to help meet their financial objectives. As part of this, we will always look to incorporate your personal preferences in the management* of these investments. For example, you may wish the investment strategy to take account of your personal ethical considerations, preferred holdings, investments held outside of the portfolio or their unique tax status.
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.
Contact us to find out more information about how Luna can help with your investment management needs.
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
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