Lumina is a group of financial advisors that provides customized, transparent advisory without any conflict of interest, through a group of responsible professionals and a comprehensive platform. We support over 50 families, professionals and individuals in multiple countries around the world in Latin American, Middle East, Europe and the United States.
We have an extensive geographical reach and can leverage a network of relevant professional in all areas to provide a comprehensive wealth management solution, including strong relationships with more than highly reputable 5 custodians and multiple investment funds such as Blackstone, Oaktree, JP Morgan, Charles Schwab, BTG Pactual, etc.
Our primary interest is you. We are known for providing a one-on-one relationship with our clients, gaining an in-depth knowledge of all their needs and objectives in order to offer responsible and efficient recommendations.
With our range of products and services, all of your financial and legal planning needs can be fulfilled in one place. We also provide access to a technology platform where our clients have 24/7 access to up-to-date wealth information.
Yair Esrubilsky is the founder and President of Lumina Investment Advisors. Previously he was the CEO of Axxets Management (Bahamas) a leading international wealth manager.
Under Yair’s leadership, Axxets grew from $1.1bn under management to $2.5bn. A senior executive with long and distinguished career in wealth management, he stands out for his honest and conflict free approach to investment advice. Prior to joining Axxets, Yair held a variety of senior positions in banking, technology and consulting in Latin America, Europe and the United States. Yair holds a BSc magna-cum-laude in Finance from the Wharton School, University of Pennsylvania and an MBA from INSEAD.
Yair loves good wine, good food and good travel. He is married and has two children.
With 20 years of experience in offshore financial markets, Natalie has worked in international banks, financial institutions, family offices and management firms. With a significant network in the financial and investment world, she has worked with such companies and organizations as Bank Leumi le-Israel, Poalim Asset Management and Constância Investimentos in Brazil, Israel and other countries.
Jessica brings over 30 years of experience in both public and private sectors within the administrative field, consistently upholding exceptional standards of client service and operational efficiency. Currently serving as Operations Manager at Lumina Investments, she excels in overseeing daily operations and is recognized for her solid commitment to professionalism and excellence throughout her career. Originally from Lima, Peru, Jessica is fluent in both English and Spanish.
In her free time, Jessica enjoys relaxing at the beach, reading and exploring new destinations through travel.
Lumina provides wealth management, investment and family office services to help each client determine and achieve their financial goals. We are a team of professionals highly qualified in all financial areas in order to find the best solution that adapts to your needs.
LUMINA INVESTMENT ADVISORS LLC – Investment Adviser Firm (sec.gov)
