Luna Investment Management

What Luna Investment Management does

Luna Investment Management is a Manchester-based specialist discretionary investment management firm founded in 2020, operating as an appointed representative of Thornbridge Investment Management LLP under FCA authorisation. The firm manages over £1bn of client investments through a 19-person team that collectively holds more than 200 years of combined investment experience. It serves UK high-net-worth private clients and families alongside financial intermediaries, including financial planners, accountants, lawyers and corporate financiers. All investment decisions are taken by Thornbridge's investment committee, on which Luna staff sit as members.

Name

Luna Investment Management

Legal name

Luna Investment Management Limited

Website

https://lunaim.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Short description

Luna Investment Management is a Manchester-based discretionary investment manager serving UK high-net-worth individuals, families, and financial intermediaries through bespoke portfolios, model portfolios, AIM-based IHT planning, and ESG strategies distributed via major UK platforms.

Ownership category

akta.pro rank

Product category

Discretionary Investment Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Discretionary investment management
• Bespoke portfolio service
• Model portfolio service
• ESG investment management
• AIM inheritance tax portfolios

Headquarters

HQ city

Manchester

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Discretionary Investment Management Fees: Luna charges fees for discretionary investment management services where clients give Luna authority to invest money on their behalf within agreed parameters. Core revenue stream from bespoke portfolio management.
2. Model Portfolio Service Fees: Fund management fees for financial advisors providing managed portfolios for clients via Luna MPS on various platforms including Scottish Widows, Aviva, Standard Life, Novia, and Transact.
3. AIM Portfolio Service Fees: Discretionary managed portfolio service for inheritance tax planning with minimum investment of £100,000. Invests in AIM companies qualifying for Business Property Relief.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels4 records

Core offering

Luna Investment Management is a UK-based discretionary investment manager that provides bespoke portfolio management for high-net-worth private clients and families, with parallel offerings for financial intermediaries. Its core offering comprises tailored risk-based portfolio management, ethical/ESG-aligned portfolios, AIM-listed portfolios for inheritance tax planning, and multi-platform model portfolio services, all delivered under FCA-regulated governance via its principal firm Thornbridge Investment Management LLP.

Product overview

Luna Investment Management offers a unified discretionary investment management platform with multiple service lines. The core offering consists of Bespoke Portfolio Service and Bespoke Ethical Portfolio Management for direct clients, complemented by intermediary-focused Model Portfolio Service (MPS), AIM Portfolio Service, and ESG Model Portfolios. All services are underpinned by award-winning technology provided through Third Platform Services, with the Luna Portal enabling client access to portfolios, valuations, and reporting. Services are available within ISA, pensions (SIPP and SSAS), offshore bonds, Family Investment Companies, and Trust structures.

Differentiator

Problem solved

Functional benefit

Products and services

• Bespoke Portfolio Service Discretionary investment management service where clients grant Luna authority to invest money on their behalf within agreed parameters, tailored to each client's specific risk appetite, time horizon, and investment objectives. Available within ISA, pensions (SIPP and SSAS), offshore bonds, Family Investment Companies, and Trust structures.
• Bespoke Ethical Portfolio Management Tailored ethical investment management service that enables clients to incorporate personal ethical, religious or sustainable investment criteria. Uses third-party screening to exclude non-compliant companies and highlight ESG-committed investments, with holdings reviewed to ensure compliance with client preferences.
• Model Portfolio Service (MPS) Fund management service for financial advisors providing managed portfolios for clients via Luna MPS on platforms including Scottish Widows, Aviva, Standard Life, Novia, Transact, and WealthTime. Offers both active and passive strategies across five risk-rated portfolios.
• AIM Portfolio Service Discretionary managed portfolio of carefully selected AIM companies qualifying for Business Property Relief, offering potential 100% Inheritance Tax relief after two years. Minimum investment of £100,000. Available through intermediaries.
• ESG Model Portfolios Five risk-rated model portfolios integrating environmental, social and corporate governance factors in investment selection. Available on external third-party platforms for financial advisers, including Advance by Embark, Aviva, Novia, Standard Life, and Transact.

Quantifiable outcome

• Managed more than £1bn of client investments with over 200 years combined experience
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

Feature2 records

Partnerships

Twelve partnerships are on record, tiered core and minor.

• Third Platform Services (Third Financial)coreTechnology or IntegrationThird Platform Services provides nominee company services for safekeeping of clients' assets, prompt settlement of investment transactions, and efficient administration. Authorised and regulated by FCA and HMRC, member of Crest and London Stock Exchange.
• Thornbridge Investment Management LLPcoreStrategic or Co-development PartnerThornbridge is Luna's principal firm. Luna is an appointed representative of Thornbridge which is authorised and regulated by FCA (FRN: 713859). All investment management decisions are undertaken by Thornbridge's investment committee with Luna staff as members.
• Scottish WidowscoreChannel Partner/ Reseller/ DistributorPlatform partner for Luna Model Portfolio Service, providing custodial services and platform access for managed portfolios.
• Standard LifecoreChannel Partner/ Reseller/ DistributorPlatform partner for Luna Model Portfolio Service and ESG Model Portfolios, providing custodial services and platform access.
• AvivacoreChannel Partner/ Reseller/ DistributorPlatform partner for Luna Model Portfolio Service and ESG Model Portfolios.
• Novia FinancialcoreChannel Partner/ Reseller/ DistributorPlatform partner for Luna Model Portfolio Service and ESG Model Portfolios.
• TransactcoreChannel Partner/ Reseller/ DistributorPlatform partner for Luna Model Portfolio Service and ESG Model Portfolios.
• AJ BellminorChannel Partner/ Reseller/ DistributorInvestment platform partner.
• Canada LifeminorChannel Partner/ Reseller/ DistributorInsurance and wealth management platform partner.
• UtmostminorChannel Partner/ Reseller/ DistributorWealth management platform partner.
• Christie (The Christie Charity)minorOthersLuna is proud to support The Christie Charity, a major NHS cancer treatment centre in Manchester.
• Beechwood Cancer CareminorOthersLuna supports Beechwood Cancer Care, providing support to those affected by cancer.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Seven Investment Management (7IM): UK wealth manager offering discretionary and model portfolio services to private clients and advisers. Overlapping proposition with Luna in discretionary management, multi-platform MPS, and intermediary distribution.
• JM Finn: Privately held UK investment manager providing discretionary portfolio management to private clients, families, and charities. Directly comparable in target market (HNW private clients), bespoke service model, and multi-generational client relationships.
• Brooks Macdonald: UK-listed discretionary investment manager serving private clients, intermediaries, and institutions with bespoke portfolios and model portfolios. Very similar service mix to Luna including MPS on platforms, ESG offerings, and AIM IHT solutions, but at materially larger scale.
• Charles Stanley: UK wealth manager providing discretionary investment management, MPS, and advisory services to private clients and intermediaries (now part of Evelyn Partners). Closely comparable service mix and intermediary-led distribution.
• Tatton Asset Management: UK-listed discretionary fund manager providing model portfolios, bespoke portfolios, and IFA support services. Comparable multi-platform MPS distribution and DFM proposition targeting UK financial advisers, directly competing with Luna's MPS service.
• Waverton Investment Management: Private UK investment manager focused on bespoke discretionary portfolios for private clients, families, and charities. Similar HNW/private client focus, multi-asset approach, and bespoke service-led value proposition to Luna.

Emerging players

• Hoxton Wealth: UK-based wealth manager offering bespoke discretionary investment management and DFM services, targeting HNW clients and advisers. Comparable focus on the UK DFM/intermediary channel with overlapping target market.
• P1 Investment Services: Smaller UK DFM focused on bespoke discretionary portfolios for private clients and intermediaries, with similar MPS offerings. Comparable size and proposition to Luna, with overlapping intermediary distribution.

Broad incumbents

• Quilter Cheviot: Large UK wealth manager providing discretionary and advisory investment management to private clients, intermediaries, and institutions. Broader scale and product portfolio than Luna, but with overlapping HNW/private client DFM proposition.
• Evelyn Partners: UK wealth manager and professional services firm (formerly Smith & Williamson) offering private client investment management, financial planning, and advisory services. Overlapping HNW discretionary investment management proposition with broader professional services scope.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/luna-investment-management
• Xx.com/LunaInvestment

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Luna Investment Management