Anthony Murphy
Chief Executive Officer at Lucerne Investment Partners- Claim this Profile
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English -
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Bio
Credentials
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Member
The CEO InstituteDec, 2017- Sep, 2024
Experience
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Lucerne Investment Partners
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Australia
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Investment Management
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1 - 100 Employee
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Chief Executive Officer
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Oct 2015 - Present
Lucerne secures and builds investor wealth, providing positive investment experiences and consistent returns regardless of wider market conditions. The group specialises in providing private wealth advice, funds management and corporate advisory. We have a number of investment vehicles open to retail and wholesale investors. The leadership co-invests, placing our personal wealth on the line and aligning interests with those of investors. At Lucerne, I have built a dynamic team that is proactive, focused and relationship driven. My other focus is being a collaborative and supportive partner to investors and specialists. I oversee business strategy and growth, as well as: - Advise on private wealth strategies to a growing investor base - Capital raise for both public and private markets - Manage investment banking transactions - Manage and originate equity and debt transactions, and mergers and acquisitions - Collaborate with strategic partners including accountants, financial planners and law firms - Work with corporates across M&A and financing - Liaise with fund managers
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LawFinance Limited
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Australia
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Financial Services
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1 - 100 Employee
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Non Executive Director
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Oct 2017 - Present
LawFinance ("LAW") provides finance to law firms to fund the legal disbursements required by lawyers to progress the claims of their clients which the client generally cannot fund themselves. The Company has acquired 100% of the issued capital in National Health Finance HoldCo, LLC. NHF provides financing solutions for personal injury victims throughout the United States. LawFinance ("LAW") provides finance to law firms to fund the legal disbursements required by lawyers to progress the claims of their clients which the client generally cannot fund themselves. The Company has acquired 100% of the issued capital in National Health Finance HoldCo, LLC. NHF provides financing solutions for personal injury victims throughout the United States.
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Canaccord Wealth Management
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Canada
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Investment Banking
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Executive Director
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May 2012 - Oct 2015
I led the Australian wealth management business at global investment bank, Canaccord, before co-founding Lucerne. During my time, I developed cross-border relationships between Australia and Asia, with a focus on China and Singapore. I led the Australian wealth management business at global investment bank, Canaccord, before co-founding Lucerne. During my time, I developed cross-border relationships between Australia and Asia, with a focus on China and Singapore.
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Ord Minnett
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Australia
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Financial Services
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400 - 500 Employee
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Senior Adviser
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May 2008 - Mar 2012
- Employed as Senior Adviser to individuals, companies and families - Top 20 producer - Particular expertise in superannuation, wealth management and retirement planning - Selected to mentor and develop all individuals enrolled in Associate Adviser Program - Responsible for financing and marketing the Ord Minnett brand in the following communities: NSW Sapphire Coast, LaTrobe Valley (VIC), Italian Golf Associations (VIC, QLD and SA) and Holbrook Bowls Club - Authored publication "Establishing a Self-Managed Super Fund" which is used firm wide (180 advisers) - Selected from all advisers to be the employee story (male) on the Company website - Responsible for introducing Ords' largest client function - "Annual Federal Budget and Investment Review". Speakers included Alan Kohler and Michael Pascoe and Ministers for Finance and Deregulation - Hon Lindsay Tanner and Hon Penny Wong. - Recipient of numerous Company awards
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Analyst / Adviser
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Feb 2007 - May 2008
- Worked for ABN AMRO Morgans and then Dixon Advisory - Provided investment advice to clients holding Self-Managed Super Funds - Worked in Corporate Finance assisting with equity raisings - Managed the corporate actions team - Was sole assistant to Managing Director, Investment Advisory, assisting and advising on premium client accounts. - Worked for ABN AMRO Morgans and then Dixon Advisory - Provided investment advice to clients holding Self-Managed Super Funds - Worked in Corporate Finance assisting with equity raisings - Managed the corporate actions team - Was sole assistant to Managing Director, Investment Advisory, assisting and advising on premium client accounts.
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Business Office Manager
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Dec 2002 - Feb 2007
- Worked for Econtech Pty Ltd, which was acquired by KPMG in 2008 - Tasks included publishing economic publications and dealing with private and government clients - Worked for Econtech Pty Ltd, which was acquired by KPMG in 2008 - Tasks included publishing economic publications and dealing with private and government clients
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Education
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2008 - 2012
Kaplan
Accredited Derivatives Adviser Levels 1 and 2, Investments and Securities -
2007 - 2009
Kaplan
Graduate Certificate Financial Planning, Financial Planning and Services -
2003 - 2007
The Australian National University
Bachelor, Economics -
2003 - 2007
The Australian National University
Bachelor, Commerce - Finance
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