WebLumin Wealth Management WebHis expertise is in comprehensive financial planning, retirement income planning, tax planning, and investment policy development. He has a BS in Applied Economics from …
Adding thematic funds shows clients we are thinking actively
WebSep 21, 2024 · Felton spent 11 years with M&G Investments and became one of the UK's most respected fund managers. He was rated by Citywire for 63 of the 68 months he had been eligible, a 93% coverage rate, until his career was disrupted by a battle with leukaemia in 2008. He eventually left M&G Investments in October 2016. WebMay 18, 2024 · By John Schaffer 18 May, 2024. 1. Swiss financial services firm VZ Group has taken a 50.1% majority stake in St Albans-based boutique Lumin Wealth for an undisclosed sum, and aims to acquire the remaining shares in five years. VZ’s chief executive Matthias Reinhart said the deal would act as ‘an ideal springboard’ for the … flynt logiciel
Lumin Wealth makes first acquisition - Gunner & Co.
WebMar 4, 2024 · Financial advisory and discretionary fund management business Lumin Wealth has bought Hertfordshire-based Enhance Wealth Management for an undisclosed sum. This follows the acquisition of a 50.1% majority stake in Lumin by Swiss financial services provider VG in May 2024. The Enhance deal is the fourth for Lumin and it … WebLumin Wealth 716 followers on LinkedIn. Clear plan, brighter wealth. Lumin Wealth is a firm of Chartered Financial Planners, an industry-awarded status that reflects the fact that we are meeting and committed to maintaining the highest professional and ethical standards. Based in St Albans and directly authorised by the Financial Conduct Authority … WebJun 28, 2024 · Lumin is in the happy position of being able to selectively target any future acquisitions unrushed, with the wealth manager not under pressure to buy in assets to build scale. The company has been profitable since launch back in 2010 and is now taking in £1 million a week of net new money from a mix of existing and new clients. flyntlock bones