Our Expertise

At Lucerne Investment Partners, we specialise in private wealth advice, funds management and corporate advisory services.

Through our three business divisions and the partnerships we have created around them, we provide quality, specialised services.

Our team is highly skilled in a range of investment areas, including portfolio construction and management, advisory, valuation, analysis and planning, risk management, corporate finance, mergers and acquisitions.

This technical capability is built upon our commitment to transparent communication and close collaboration, which form the foundation of our business. We have developed strong, long-term relationships and have worked with a range of investors for over 10 years.

Our experience and thoroughness is matched by a dynamic team with a strong drive to deliver.