Our Executive Team
Mike Felton
Director / Chief Investment Officer | CIO
Mike leads Lumin’s investment team, providing strategic and tactical insight across asset allocation. With more than 36 years of experience in the investment industry, he has worked on both sides of the market — managing equity teams and a UK Equity fund in fund management, and, since joining Lumin in 2017, bringing his expertise to the wealth management side.
Qualifications
BA Hons Economics, AIIMR (Associate Institute Investment and Research)
Expertise
Insights by Mike Felton
Autumn Budget breakdown: What it means for your financial planning
While the Budget prioritises economic stability over growth, it also creates opportunities to optimise financial planning. This briefing outlines the macro outlook and what the announcements mean for your financial planning.
Investing: Don’t get caught out by underlying fund costs
Many investors overlook the impact of fund charges, some of which may not be clearly disclosed. Understanding these underlying costs is essential to maximising your long-term gains.
Active vs. passive investing: Why there is a place for both types of investing in your portfolio
This article explains why active and passive approaches can complement each other to create an effective investment portfolio.
