Financial Services Industry
Financial Services Industry
Our broad experience across many sectors of the financial markets covers functional areas from the front office to the middle/back office of financial institutions, and across all asset classes including equities, fixed income, foreign exchange, and commodities & energy, in both the cash and derivatives markets:
Functional Areas
Sales and Trading
Investment Banking
Asset and Wealth Management
Retail and Corporate Banking
Insurance and Real Estate
Trade Management / Clearing and Settlement
Compliance and Risk Management
Data / Technology Management and Administration
We also have expertise in various financial technology and transactional products and services, both from the point of view of the financial institutions that are the end users of these offerings (e.g., helping them to understand their needs and select optimal providers), as well as from the point of view of the product/service providers themselves (e.g., helping them to understand their customers’ needs and develop the most competitive products and services):
Product/Service Areas
Exchanges and Trading Platforms
Market / Reference Data and Analytics
Pre-trade, Trade, and Post-trade Financial Software
Infrastructure Software and Hardware
Messaging / Communications
Other Industries
Lumina Group has developed many areas of functional expertise, along with proprietary analytical approaches and robust methodologies, which we apply to clients across industries, including those firms outside of financial services. The services we offer to these clients run the gamut from assisting with forward-looking growth and revenue generation imperatives to more defensive operational efficiency and cost containment initiatives.