Private Wealth

Lucerne provides considered and quality private wealth advice, personalised to each investor to secure and build their wealth.

Our work is founded on the principle of partnership, and we provide clients with the same investment and strategic advice that guides our own private wealth decision making.

Central to this partnership is closely monitoring performance on a daily, monthly and annual basis, and keeping investors informed through ongoing communication.

We take all important factors into account when constructing and managing portfolios, giving us a comprehensive outlook.

Through our thorough analysis and planning, we gain the insight to be proactive and seek out ideal investment opportunities, always with capital preservation top of mind.

We pride ourselves on high quality, sincere advice to give investors a true competitive advantage.