Wishing you and your family a very Merry Christmas and a Happy New Year from all of the Team at Luna Investment Management
Luna Investment Management
Financial Services
A specialist investment management company working with UK private clients and their advisers.
About us
Luna is a specialist discretionary investment manager. It exists to nurture the future for its clients and their families by providing tailored, risk-based investment management solutions to help them achieve their long-term financial goals.
- Website
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http://www.lunaim.com
External link for Luna Investment Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Manchester
- Type
- Privately Held
- Founded
- 2020
- Specialties
- investment management, wealth management, discretionary fund management, fund management, wealth manager, and investment manager
Locations
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Primary
The Old Schoolhouse
5-7 Byrom Street
Manchester, M3 4PW, GB
Employees at Luna Investment Management
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Seldian Curri MSc, Chartered MCSI
Investment Analyst at Luna Investment Management
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Samantha Spencer
Investment Administrator at Luna Investment Management
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John Stevenson MBE
Director at Pareto Financial Planning Limited
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Tricia Lucey
Business and Compliance Manager at Luna Investment Management. President of the Manchester CISI Committee
Updates
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Our Chief Investment Officer, Alex Brandreth, has been featured in Citywire's latest article, where he shares his insights on funds hiding under the radar which has caught his eye. To read more on what Alex had to say click here: https://lnkd.in/eBfJb3T6
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We’re delighted to welcome Paul Finnan as our new Senior Investment Manager. With 18 years of experience managing portfolios for individuals, trusts, and pensions, Paul shares our commitment to delivering bespoke, client-focused investment strategies. Welcome to the team, Paul! Read more here: https://lnkd.in/e2c43Pze #LunaInvestmentManagement #TeamGrowth #investment #Manchester
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We’re delighted to share that not only did we participate in the CISI Manchester Committee Manchester Annual Winter Quiz last week at Rain Bar in Manchester, but we also won! 🏆 It was an incredible evening filled with friendly competition, networking with industry professionals, and testing the limits of our general knowledge. A huge thank you to the CISI Manchester for organising such a fantastic event. We’re already excited for next year and the chance to defend our title! #CISI #Networking #ManchesterEvents
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Tune into our Chief Investment Officer, Alex Brandreth’s, latest interview with Sam Rossiter from Asset TV UK, where he shares his expertise on recent events such as the UK Budget and the US Presedential Election, in shaping the bond markets. Watch the full interview here: https://lnkd.in/eR-EUXdM
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Thank you to Simon Keegan for inviting us to speak at the Insider Media's Dealmakers Lunch yesterday. It was great to be among industry leaders for such an engaging and insightful event. Our Chief Investment Officer, Alex Brandreth, shared his insights following the recent budget, the potential ramifications of a Trump Presidency and discussed key trends shaping the North West markets. 📸: Guzelian
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Our Chief Investment Officer, Alex Brandreth, will be sharing his financial forecast following the recent budget at Insider Media's "Levelling Up Private Equity" lunch on the 19th of November. Alex will dive into key trends influenced by global events—from the US election to the ongoing war in Ukraine—and how these could impact the North West market at a sector level. Joining Alex are other esteemed industry voices, including Craig Aston, CEO of PE-backed Celerity, and top private equity investors like Claire Alvarez (Foresight), Andy Lees (Palatine), Andi Tomkinson (Equistone), and Harry Jones (BGF). Plus, a special appearance by comedian Josh Pugh is set to add a unique touch to this insightful event! https://lnkd.in/ed7DE-PV
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With Donald Trump confirmed as the 47th President of the United States, the political landscape is set to shift. From potential tax cuts and fiscal policies to international trade and market volatility, this election could have lasting impacts on global markets. Our latest article in the Luna Perspective breaks down key considerations, market reactions, and what these changes might mean for investors. Read more: https://lnkd.in/em4ASuvz
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Congratulations to Alex Brandreth, Chief Investment Officer at Luna, on being recognised once again in Citywire’s Wealth Manager Top 100 Fund Selectors for 2024. This achievement reflects Alex’s dedication and expertise in the field. Well deserved!
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Catch up with our Chief Investment Officer Alex Brandreth as he discusses all things inc; current trends, market outlook, #gold #oil #elections and #investment strategies with Sam Leach on the Wise Wealth podcast: https://lnkd.in/eZUZVcKP