Our Investment Team
Jordan Donaldson
Investment Manager
Jordan joined Lumin in 2021 as one of the original cohorts of the Adviser Academy, shortly after graduating from university with a First-Class BEng (Hons) in Aircraft Engineering. He now works as a member of the investment team, with his role encompassing investment research and portfolio management.
Qualifications
BEng (Hons); IMC; DipPFS; CFA Level 1 Exam Passed
Expertise
Insights by Jordan Donaldson
Turn the new tax year into significantly extra income
A new tax year is not just a date on the calendar – it is an optimal chance to earn, save and protect more of your money. Cut your 2026/27 tax bill with these core financial planning considerations.
Beyond ESG or green labels: The opportunities, limitations and trade-offs
There are widespread claims that ESG investing positively impacts the climate and society – as well as delivers better returns compared with traditional approaches. But do these claims hold up under scrutiny? Professor Alex Edmans reveals where the reality diverges from the rhetoric.
