We provide a holistic suite of financial services designed for high-net-worth individuals and multinational corporations.
Comprehensive balance sheet management ensuring your assets are optimized for growth and tax efficiency.
Guiding businesses through critical transition points, from capital raising to restructuring and exit.
Access to non-correlated asset classes that provide protection against market volatility.
We begin with a forensic audit of your current financial health and long-term objectives.
Our analysts construct a bespoke strategy model using our proprietary risk-matrix software.
Implementation of the strategy through our global network of banking and legal partners.
24/7 monitoring of assets with quarterly rebalancing to ensure alignment with goals.
To ensure we provide the highest level of personalized service and access to exclusive investment vehicles, Lumina Capital generally works with clients who have a minimum investable asset base of $5M USD. However, we review exceptional cases for high-growth entrepreneurs.
We operate on a transparent, fee-only basis. Unlike traditional brokers, we do not take commissions on the products we sell. Our management fee is a flat percentage of assets under management (AUM), decreasing as the portfolio grows, aligning our incentives strictly with your success.
No. For security and compliance, all client assets are held with independent, tier-one global custodians (such as BNY Mellon or State Street). Lumina Capital acts as the investment manager with limited power of attorney to execute trades, but we never take custody of funds.