Luna Investment Management

*We Have Moved*   We are thrilled to announce that as of today, Luna Investment Management has officially moved to our new office space.   The move marks a significant step forward for Luna and our staff, with a new location designed to enhance collaboration and productivity whilst allowing space for expansion.   Our new office also highlights our commitment to delivering the highest level of service to our clients, with high quality meeting spaces which we look forward to welcoming you to.   Our new address is: The Old Schoolhouse 5-7 Byrom Street Manchester M3 4PF   📲 Our telephone numbers and email addresses remain the same.

🎉 Congratulations to Luna’s Harry Green and Dan Froggatt on passing the Financial Markets exam which is part of the The Chartered Institute for Securities & Investment (The CISI) Chartered Wealth Manager qualification.   The Chartered Wealth Manager qualification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a highest quality service to clients. Well done both!   #CISI #CharteredWealthManager #TheLunaWay

Become one of our trusted financial partners. Luna is a specialist investment management firm and our investment solutions are designed with financial advisers in mind.

Luna's Tricia, in her capacity as CISI Manchester Committee president, recently attended the BNYM Cyber Threat Simulation event for Manchester College students hosted by Barclays. The event offered students a chance to participate in the BNY Mellon Cyber Threat Simulation event, an invaluable opportunity to learn, network, and celebrate their success in passing the Level 2 Fundamentals of Finance qualification. We are proud of Tricia's hard work and dedication in organising such impactful educational initiatives for future finance professionals.

Delivering outstanding service is a source of pride for us at Luna Investment Management. We recognise that every client possesses distinct needs and a personalised and tailored approach to align with their individual objectives is required.

Last month, Luna's Alex Brandreth sat on a panel for the ETF Stream Roundtable "The role of fixed income ETFs in portfolios" - the key outtakes have been featured in the June edition of the ETF Insider magazine. Read the full article on page 34 of the magazine here: https://lnkd.in/gu7Dpgjs #ETFs #FixedIncome #Investment #LunaIM #MarketInsights

The Luna AIM Portfolio has now celebrated its fourth anniversary having been launched on the 1st June 2020. Since launch to the end of May 2024, the AIM portfolio has returned 23.8%*, which is comfortably ahead of the FTSE AIM All Share TR index of -2.8%*. See our latest factsheet here: https://lnkd.in/gc-qmwjQ   * Source: MorningStar Direct and Luna Investment Management (from 01/06/2020 to 31/05/2024) #FTSEAIM #investmentmanagement #performance #anniversary

We are excited to announce the newest addition to the Luna Team, Kathryn Clayton. Kathryn brings a wealth of experience and expertise to our team. She will be playing a key role in enhancing our client services and we look forward to the contributions she will bring. Welcome aboard, Kathryn! #lunateam #newhire

We're excited to announce that Alex Brandreth from Luna will be speaking at the pro-manchester "Empowering SMEs: Maximising Employee Benefits & Navigating Market Dynamics"seminar on the 18th of June. Alex will be providing valuable insights into the broader economic landscape and market conditions, particularly in this politically driven year, and how these factors can impact stock markets and pension schemes. Book now: https://lnkd.in/ed3sGA7R

💯👥 Empowering SMEs: Maximising Employee Benefits & Navigating Market Dynamics 👥💯 Date: Tuesday 18th June 2024 Time: 08:30AM - 10:00AM Location: Open Kitchen, Manchester Cost: FREE! In partnership with: Pareto Financial Planning Meet Alex Brandreth, CIO at Luna Investment Management and one of our wonderful speakers joining us for our ‘Empowering SMEs: Maximising Employee Benefits & Navigating Market Dynamics'... "Alex is responsible for coordinating the overall investment strategy at Luna. This involves liaising with a series of analysts and chairing the Luna Investment Committee in order to provide guidance to investment managers on tactical asset allocation and individual security selection. He is also the lead Fund Manager on the Luna Model Portfolio Service. He has appeared in CityWire Top 100 Wealth Managers on multiple occasions, was included in the inaugural Citywire Selector UK 30, which showcased the most influential fund selectors in the UK market, and was named in the Private Asset Management (PAM) Top 40 Under 40." FIND OUT MORE ABOUT OUR SPEAKERS & BOOK YOUR PLACE👇🎟️ https://lnkd.in/ed3sGA7R