Luna Investment Management (Luna IM), a specialist investment management firm, and the North West’s largest independent discretionary fund manager, has been awarded CISI Chartered Firm™ status for 2025.
Recognising businesses which meet rigorous standards, the Chartered Institute for Securities & Investment (CISI) award demonstrates Luna IM’s commitment to the highest ethical standards and professionalism which crosses the entire team’s on-going knowledge, skill and behaviour.
James Carter (pictured), investment director of Luna IM, said: “At Luna the entire team is focused on providing our clients with individual and comprehensive advice to achieve the best possible outcomes. Receiving the CISI Chartered Firm status is confirmation that our highly qualified and experienced professionals meet the highest financial services industry standards.”
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, charitable foundations, trusts, pensions and offshore bond structures.
