Lumina Group is a strategic management consulting firm focused primarily on advising the world's leading financial services and technology firms, with particular expertise in the securities and investments industry.  We assist our clients in developing strategies, products, and solutions to their critical strategic and operational challenges.

Expertise

Through our experience serving these firms, we have developed specific areas of expertise, including corporate and product strategy; market and competitive intelligence; M&A due diligence; and strategic sourcing / cost optimization, among others.

Differentiation

As a dynamic and focused consulting firm, we offer many advantages to our clients over other larger, generalist strategy consulting firms.

Clients

We have worked with leading financial, technology, and other institutions in North America, Europe, and Asia on a wide range of high-profile engagements across our areas of expertise.  The clients we serve include:

• • Sell Side Securities Firms, including banks and broker/dealers

  • Buy Side Investment Firms, including traditional asset managers, hedge funds, private equity / venture capital firms, and wealth management firms

  • Exchanges and Execution Venues

  • Retail/Corporate Banks

  • Insurance and Real Estate Firms

  • Financial Information and Technology Vendors, including providers of market data, software, hardware, network/connectivity, hosting, etc.

  • Service Providers to the Financial Services Industry, including fund administrators, custodians, securities lawyers, etc.

  • Non-Financial Corporations