Lucerne Investment Partners (Lucerne) secures and builds investor wealth with a focus on generating returns across all market conditions. We specialise in providing private wealth advice and funds management services. Our leadership team co-invests, placing their personal wealth alongside investors, and therefore, aligning interests. We have a number of investment vehicles open to wholesale and retail investors: The Lucerne Alternative Investments Fund (LAIF) a “fund of funds” model which provides investors access to an actively managed portfolio of funds designed to have a low correlation to equity markets. LAIF has annualised ~11% p.a. with half the volatility of equity markets. Lucerne takes a considered and methodical approach to investment, keeping capital preservation front of mind. The group was started in 2015 by a team that wanted to create a business better aligned to the interests of investors, rather than one based on earning commissions on trades regardless of investment results. With a proven track record of results, our dynamic team values relationships, having worked with a range of investors for over ten years. Personalised service and long-term partnerships are at the core of our business. We value integrity, care, excellence and doing things differently. A willingness to learn, grow and put our investors’ interests first, drives us to succeed. Lucerne is based in Richmond, Melbourne. More information can be found by visiting www.lucernepartners.com
