Lumivest Capital
Strategic Asset Raising Advisory
Lumivest Capital
Strategic Asset Raising Advisory
Our Business
Lumivest Capital is a strategic fundraising advisory firm that helps fund managers articulate their edge and institutionalize their communication before meeting global capital.
Derived from the Latin word “Lumina”, meaning clarity and guidance, our mission is to illuminate your path to successful investor engagement.
We specialize in China and Emerging Market strategies, offering highly customized, confidential advisory services designed to increase your fundraising success rate.
By bringing an independent perspective to your narrative, we elevate your delivery quality and ensure you are fully prepared for institutional scrutiny. Whether we are partnering on thought leadership or refining your core pitch, we tailor our approach to your specific resources.
Learn More
Our Service Pillars
Fundraising Readiness in 3 Key Dimensions
Fundraising Readiness in 3 Key Dimensions
Thesis & Positioning
Translating complex strategies into clear, institutional-grade narratives.
Thought Leadership
Leveraging research expertise to provide market context.
Collateral Development
Developing product collateral that projects professionalism and trust.
Pitch Simulation
Anticipating queries, stress-testing responses, and polishing delivery before the live pitch.
Fundraising Readiness in 3 Key Dimensions
Fundraising Readiness in 3 Key Dimensions
Fundraising Readiness in 3 Key Dimensions
Product Collateral Readiness
Institution-level RFPs and pitch decks to elaborate investment strategy and product governance.
Market Presence Readiness
Impactful marketing materials and digital presence that provide immediate institutional credibility.
Client Engagement Readiness
A systematic work process to tackle pitch meetings and ongoing engagement.
Our capabilities
Nan Liu - Founder
Nan is the founder of Lumivest Capital. She previously worked as a product specialist at Allianz Global Investors and Invesco, focused on China and Asian equity strategies. Prior to these, she was part of the research team at Deutsche Bank and also a deputy economist at the Economist Intelligence Unit, responsible for research and economic forecasting of China’s national and regional economy.
Nan holds a Master in Economics from London School of Economics and Political Science and a Bachelor of Economics and Finance from the University of Hong Kong.
- 10+ years in the financial industry.
- 7 years as a product specialist/client portfolio manager.
- Supported asset raising and retention in Europe, Middle East and Asia.
- Led/participated in 200+ allocator, investor, distributor and consultant meetings.
- Solid background in economic research.
- A Chinese professional with her own journey into the global market.