Our global network ensures access to asset classes and themes not broadly available to investors
We are forward thinking, cognisant of emerging market themes and asset classes. We are often called on for our thought leadership.
Our global network of institutions and investment professionals provide access to market leading investments.
We are 100% employee owned and as an investment group, the Lucerne team co-invests alongside our investors.
Performance driven by an ability to adjust our clients’ investment mandates considering prevailing market conditions.
Lucerne works closely with you to craft a customised investment portfolio that aligns precisely with your personalsed objectives.
Our dedicated team actively manages and regularly reviews your portfolio to ensure it remains optimised in accordance with your evolving financial goals and risk tolerance.
Additionally, we prioritise investor education, empowering you with the knowledge and insights needed to make informed decisions about your investments.
As part of our commitment to providing holistic wealth management solutions, we connect you with our network of trusted partners.
These partners offer a wide range of essential services, including legal counsel, banking solutions, insurance coverage, accounting services, and comprehensive financial planning.
By leveraging our established relationships, you gain access to top-tier professionals who can address various aspects of your wealth management needs with expertise and efficiency.
Robust administration and reporting platform to provide transparency.
Our platform offers comprehensive insights into your investment portfolio, ensuring that you have full visibility into your holdings, performance metrics, and financial activities.
With Lucerne's administration and reporting services, you can stay informed and confident in your financial decision-making process.
Anthony Murphy
CHIEF EXECUTIVE OFFICER
Michael Houghton
EXECUTIVE DIRECTOR
Steve Moretta
DIRECTOR - PRIVATE WEALTH
Sandra Zaletto
EXECUTIVE ASSISTANT
We offer a variety of investment strategies tailored to meet the unique needs and objectives of our clients. These may include traditional asset allocation, alternative investments, and specialised strategies such as impact investing.
Risk management is a key priority for our investment group. We employ a rigorous risk assessment process, diversify client portfolios across asset classes and geographic regions, and actively monitor market conditions to identify and mitigate potential risks.
Our investment group offers flexible investment options tailored to meet the needs of our clients. While specific minimum investment requirements may vary depending on the strategy and service level, we strive to accommodate a wide range of investment sizes.
Our investment group provides bespoke investment advice to high-net-worth individuals, family offices, institutions, and accredited investors.
Transparency and accountability are fundamental values of our investment group. We provide regular reporting and updates to our clients, offering full transparency into their investment portfolios and performance metrics. Additionally, we adhere to industry best practices and regulatory standards to ensure accountability in all aspects of our operations.
Our investment group distinguishes itself through our specialized expertise, personalised approach, and commitment to client success. We offer exclusive access to niche markets, prioritise investor education, and take a collaborative approach to wealth management, actively involving clients in the decision-making process.
Getting started with our investment group is easy. Simply reach out to our team to schedule an introductory meeting. During this initial meeting, we'll discuss your financial goals, investment preferences, and risk tolerance to develop a customised investment portfolio that aligns with your objectives.
Level 4, 45 Wangaratta Street,
Richmond VIC 3121
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Lucerne Private Pty Ltd is a Corporate Authorised Representative (CAR: 1299522) of Lucerne Services Pty Ltd (ABN: 13606629538) which holds Australian Financial Services Licence 481217. Lucerne FSG | Privacy Policy | FinClear FSG
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