structuredVIEWS

Luma Financial Technologies Signs Credicorp Capital

Written by Chris Olson on Feb 16, 2021

Top Structured Product and Annuities Platform Continues to Expand Its Presence in Latin America

Cincinnati, OH, February 16, 2021 – Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that Credicorp Capital, a leading financial firm located throughout Latin America with a strong presence in Peru, Chile, Colombia, and The United States through its subsidiary Credicorp Capital LLC, has chosen the Luma platform to strengthen their structured product offerings through its Asset Management business. 

The award-winning Luma platform simplifies structured products and annuities to help wealth and asset managers compare, select, customize, price, and track a broad range of solutions for their clients.

“As we continue to expand our footprint in Latin America, we’re excited to partner with Credicorp Capital to offer their structured products team unmatched analytics and enhanced auctioning tools to better serve their clients in their allocation to structured products,” said Fernando Concha Bambach, Key Account Manager for Latin America at Luma Financial Technologies. “Asset managers are continuously seeking to differentiate themselves through the value they offer to clients, which has proven to be a persistent growth catalyst for our platform across Latin America.”

Backed by three of the world’s largest banks, Luma’s technology platform provides objective tools and educational resources for broker/dealers, RIAs, and banks. As a buyside-centric application, the Luma platform is easily customized to match the specific needs and business processes of any firm.

“Featuring a combination of state-of-the-art resources and functionalities, the Luma platform is an attractive choice to manage our structured products,” says Rafael Castellanos Lopez-Torres, Executive Director of Credicorp Capital Asset Management. “We are excited to begin integrating the platform and continue to provide our clients with solutions and recommendations that match their investment objectives.”Headquartered in Cincinnati, Ohio, Luma entered the Latin American market with the signing of StoneX in September 2020. Luma has also continued their global expansion with the recent opening of an office in Zurich, Switzerland.

For more information on Luma Financial Technologies and the specific features the platform provides, please visit www.lumafintech.com

About Luma Financial Technologies

Luma Financial Technologies is the creator of Luma, a fully customizable, independent, buy-side platform that helps financial teams more efficiently learn, create, order and manage market-linked investments such as structured products, structured annuities and more.

Launched in 2011, Luma is one of the largest and longest-tenured structured product platforms in the U.S. market and is used by broker/dealer firms, RIA offices and private banks to automate and optimize the full process cycle for offering and transacting in market-linked investments. This includes education and certification; creation and pricing of custom structures; order entry; and post-trade actions. Luma is multi-issuer, multi-wholesaler and multi-product, thus providing teams with an extensive breadth of market-linked investments to best meet clients’ specific portfolio needs.

Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, and Zurich, Switzerland.  

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