We value integrity, care, excellence and doing things differently.
A willingness to learn, grow and enhance our investors’ interests drives us to succeed.
It’s how we deliver positive investment experiences, from the very first contact right through to a decade-long relationship.
Lucerne’s remuneration is strongly aligned with the returns we achieve for our investors. We base our fees on the performance of funds, and we also offer different fee options to suit each individual.
Investors’ interests are always central.
We prioritise ongoing and transparent communication with clients, investors and partners. Our monthly newsletters and factsheets detail the performance of our investments and all our team are available to speak with directly.
Personalised service and long-term relationships are at the core of our business.
The team is qualified and committed to staying up-to-date with industry trends, regulations and developments.