Luna Wealth
Asset management built around how your capital is held
Luna Wealth Asset Management Ltd · Nicosia, CyprusAuthorised and regulated by CySEC, licence 379/19 · Check the CySEC register (opens in a new tab)
For private clients
What we do
Most firms start with the portfolio. We start with who owns it, where it is held and how it is structured.
Three ways to invest, whatever your capital
- Starting capital
Managed certificates
Broad diversification from a smaller sum, built from managed certificates around your goals.
- Established capital
Individual portfolio
Built around your goals and limits, leaving out anything you would rather not hold.
- Substantial capital
Dedicated strategy
Designed for you alone, with access to leading issuers, and managed at a bank we work with.
Behind every portfolio
Ownership structuring
We help you identify suitable holding structures and jurisdictions for your needs and objectives.
A single point of contact
Investment management, structuring and custody, coordinated by one dedicated contact.
Segregated accounts
Client assets are held in segregated accounts, separate from our own.
Long-standing relationships
Reputable EU custodians, banks and brokers for safekeeping, market access and efficient execution.
How we work with you
Understand your situation
Your goals, how your capital is held today and whether a structure would help.
Agree the plan
Objectives, risk limits and our fees, agreed in writing before you invest.
Put it in place
We open the accounts, arrange any structure and build the portfolio.
Review and adjust
Regular reports on every position. We get in touch when markets or rules change.
Then back to step 1 whenever your situation changes.
Who we are
Founded in 2014 as a family-run consulting boutique. Today a CySEC-regulated firm built for the long term.
- $190m+assets under management and custody*
- 100+clients
- 10+years of experience
- Regulated
- Authorised and regulated in the EU by CySEC, licence 379/19, covering 29 EEA countries. Check the register (opens in a new tab)
- Safeguarded
- Your assets are held with reputable, regulated EU custodians and financial institutions, including Euroclear, selected for their established track record, reliability and robust safeguarding arrangements.
* Approximate, as at the latest reporting date, mainly in liquid strategies. Indicative, subject to change, and not a measure of performance or future results.
For licensed financial firms: banks, brokers and multi-family offices
Your client relationship. Our investment expertise
We work with licensed investment firms and financial institutions seeking to complement their existing investment services with Luna Wealth’s portfolio management, execution and investment expertise.
Your firm
You retain ownership of your client relationship and remain responsible for the investment services provided within the scope of your regulatory authorisation.
Your clients
Your clients benefit from access to additional investment capabilities, strategies and market opportunities through an appropriately structured arrangement.
Luna Wealth
We provide the agreed investment services, which may include portfolio management, investment research, execution, onboarding support, compliance coordination and reporting, in accordance with the applicable regulatory framework and contractual arrangements.
Investment solutions for your clients
Access to Luna’s portfolios, managed certificates and dedicated investment strategies, complemented by product knowledge and educational resources to help your team confidently present our solutions to clients.
Institutional access
Licensed partners benefit from structured access to portfolio reporting, market insights, investment updates and direct communication with our portfolio management team.
Investment ideas, professionally assessed
Bring forward investment proposals and opportunities for consideration. Our investment team assesses their suitability, risk characteristics and alignment with the relevant investment mandate before any investment decision is made.
Access to selected private investments
Through our network, partners may gain access to selected private equity and other private investment opportunities, subject to due diligence, eligibility requirements, applicable regulatory restrictions and client suitability.
Our services
All are provided under our CySEC licence 379/19.
Portfolio management
We manage investment portfolios on both a discretionary and external portfolio basis, tailoring investment strategies to each client’s objectives, risk profile and investment horizon through ongoing portfolio monitoring, management and oversight.
Investment advice
We provide personalised investment recommendations based on each client’s financial circumstances, investment objectives, knowledge, experience and risk tolerance.
Brokerage services
We provide access to financial markets by receiving, transmitting and executing client orders in a range of financial instruments, seeking efficient execution through established financial institution relationships.
Custody services
We provide safekeeping and administration of financial instruments, including the maintenance of appropriate records and arrangements designed to safeguard client assets in accordance with applicable regulatory requirements.
Depositary services
We provide depositary services in accordance with the applicable regulatory framework, including the safekeeping of assets, oversight functions and monitoring of cash flows.
Every Monday
Market reviews
How the major markets closed the week, and what moved them.
- Elections, employment data and earnings put markets to the test
- OPEC+ holds December targets steady as uncertainty clouds 2027
- Technology earnings and jobs report follow a difficult October for stocks
Contact us
Tell us who you are and what you are looking for. The right person in our team will get back to you within two business days.
4 Foti Pitta Street, Labs Tower, 9th floor, 1065 Nicosia, Cyprus
+357 22 007111 · accountmanagement@lunawealth.com