RetailInstitutional

Who We Are

Since 2007 Lumyna has been providing clients with leading investment solutions to meet their diverse needs.

At the core of this offering is our pioneering and market-leading Alternative UCITS funds platform – Lumyna Funds; bringing the best of the alternative investment universe to the regulated and liquid UCITS marketplace.

Our business began over a decade ago under the guidance of Merrill Lynch. We recognised then the huge structural shift in investment markets that was about to take place, and anticipating this partnered with our first leading hedge fund, Marshall Wace, to launch one of the very first ‘Alternative’ UCITS funds in November 2007.

The business grew and developed under the ownership of Bank of America. Partnerships with AQR, York Capital and others soon followed.

In 2014 we established our own management company to manage both our growing UCITS fund range (formerly Merrill Lynch Investment Solutions), and our long-standing non-UCITS funds business.

In November 2018 the latest stage of our evolution began, as the business was acquired by the Generali Group. The acquisition forms an important step in the build-out of Generali Group’s multi-boutique growth strategy.

For our clients the acquisition provides a continuity of the existing fund range; the assurance of service from the existing team of investment professionals; and the confidence brought by the backing of one of the largest Insurance and Asset Management companies in Europe.

The new name, Lumyna, represents the renewed pioneering spirit we bring to the market, alongside the institutional controls and processes that has helped us become the largest Alternative UCITS funds platform and win multiple awards over the past decade.

The next stage of our journey is unwritten, but will be focused fully on delivering on the needs of our clients.  Bringing new funds, new strategies, new asset classes, bespoke solutions, and our unwavering commitment to serving you, our clients.

$
BN

In assets under management.

+

Experienced investment professionals.

+
0

Number of client accounts.

Founded over a decade ago, headquartered in London.

As of 31.01.2019.

Principals

Philippe Lopategui
Paul Holmes
Daryl Wright
Jill Lodge
Zubair Shaikh
Richard Greenwood

Key Highlights

2007

Our first UCITS Fund was launched over a decade ago. Since our founding, we have been a pioneer in the alternative industry, helping clients identify liquid solutions that address their diversification and investment goals.

7

Years Winner Best UCITS Plaform at the
HFM European Hedge Fund Services Awards.

7

Years Winner Best UCITS Plaform at the
HFM European Hedge Fund Services Awards.

16 UCITS Funds

The MLIS platform’s offering is focused on investors’ needs, with a wide range of solutions spanning Event-Driven, Long-Short, Multi-Strategy, Credit and Managed Futures to name a few.

16 UCITS Funds

The MLIS platform’s offering is focused on investors’ needs, with a wide range of solutions spanning Event-Driven, Long-Short, Multi-Strategy, Credit and Managed Futures to name a few.

10 top tier investment managers

We partner with the world’s leading hedge fund managers to deliver innovative, dependable, long-term solutions to our clients.

19 countries in which MLIS UCITS Funds are registered for public distribution
We connect onshore investors with offshore global hedge funds strategies.
19 countries in which MLIS UCITS Funds are registered for public distribution
We connect onshore investors with offshore global hedge funds strategies.
30+ experienced professionals

The team consists of over 30 investment progressionals, from client
relationship management to risk, to investment management. It is a
highly skilled and well-resourced business, focused exclusively on this
one business activity.

2007

Our first UCITS Fund was launched over a decade ago. Since our founding, we have been a pioneer in the alternative industry, helping clients identify liquid solutions that address their diversification and investment goals.

7

Years Winner Best UCITS Plaform at the
HFM European Hedge Fund Services Awards.

16 UCITS Funds

The MLIS platform’s offering is focused on investors’ needs, with a wide range of solutions spanning Event-Driven, Long-Short, Multi-Strategy, Credit and Managed Futures to name a few.

10 top tier investment managers

We partner with the world’s leading hedge fund managers to deliver innovative, dependable, long-term solutions to our clients.

19 countries in which MLIS UCITS Funds are registered for public distribution
We connect onshore investors with offshore global hedge funds strategies.
30+ experienced professionals

The team consists of over 30 investment progressionals, from client
relationship management to risk, to investment management. It is a
highly skilled and well-resourced business, focused exclusively on this
one business activity.

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