This story is also available in French.
June 13, 2022 – Luma Financial Technologies, the independent, multi-issuer structured products and annuities platform, has today announced that Paris-based investment advisory firm LS Advisors has selected to join the platform.
The firm, founded in in 2006, offers bespoke structured product solutions to independent wealth managers in France, Asia, the Middle East, and Africa.
In partnering with Luma, LS Advisors will be able to leverage Luma’s award-winning technology to create, order and manage structured products with the highest degree of efficiency for clients.
“LS Advisors has a team of highly experienced individuals with extensive expertise in the investment consultancy space in France and beyond,” said David Wood, Managing Director of Luma’s International Business. “We look forward to working closely with LSA to help them manage their portfolios of products, facilitate distribution of new products and enable them to easily create tailored solutions optimised to meet their clients’ needs.”
“Luma has shown the value it can bring to our business through technology that will enable us work even more efficiently” said Yann Robbiola, CEO of LS Advisors. “We are proud of our expertise and heritage in the structured product space and look forward to further enhancing the service we provide to clients through the Luma platform.”
The deal follows the recent addition of structured product issuer Marex Financial Products to the platform.
About Luma Financial Technologies
Luma Financial Technologies is the creator of Luma, a fully customizable, independent, buy-side platform that helps financial advisors 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 advisor 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 advisors 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.
About LS Advisors
LS ADVISORS, founded in 2006 by former investment bank capital market sales and private bankers, was created to provide institutional investors with tailor-made and relevant investment advice, products, and opportunities. They also offer white labelling of tailor-made funds (including the management of assets if required) and structured products for banks, independent investment companies and family offices.
Headquartered in Paris, LS Advisors also have offices in Mauritius and Geneva, Switzerland.