Register to get free articles
Want unlimited access? View Plans
Already have an account? Sign in
K3 Capital Group, has announced its strategic investment in two advisory firms, Pareto
Financial Planning and Luna Investment Management, marking the creation of a financial services division.
Founded in 2008, Manchester-based Pareto is an independent financial adviser, recognised in the FT Adviser’s 2024 Top 100. The firm provides financial planning to individuals and SMEs, advising on areas such as investments, pensions, protection, tax planning and employee benefits.
Meanwhile, Luna provides specialist investment management services to private clients and their advisers across the UK, centred around discretionary investment management, with a five-star rated service and award-winning technology.
Michael Cauter, CEO of K3 Capital Group, said: “This is a significant milestone in K3’s evolution. This strategic investment into Pareto’s award-winning wealth management capabilities will further support the existing management team to continue to deliver best-in-class service for their clients with deeply embedded client trust, strong values and outstanding leadership.
“Pareto and Luna extends K3’s lifecycle advisory model, helping businesses and their owners maximise value creation, as well as achieving their personal and professional ambitions at every stage.”
John Stevenson MBE, founding director at Pareto, added: “We’re proud of what we’ve built at Pareto, rooted in independent advice, long-term client relationships and a fantastic team. This investment allows us to keep everything that makes Pareto special, while giving us the backing, scale and capabilities to go even further. It’s a natural fit.”
