Lucerne Investment Partners (“Lucerne”) was founded on the principle that developing true partnerships with our stakeholders, both internal and external, lays a strong foundation for success. When combined with a nimble and focused team, a true competitive advantage is formed. In lieu of simply placing our clients into products, we provide our clients with the opportunity to participate with us as investment partners. The origins of our name form the basis of our strategic approach to our Private Wealth, Funds Management and Investment Banking businesses.
The traditional “all in” investment approach makes little sense for the discerning investor. Maintaining the ability to consistently harvest investment returns, regardless of the conditions of the broader market, is key. Armed with a structural size advantage, we accomplish this using an ever-deepening network of specialists, combined with our ability to remain flexible and opportunistic.