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Benjamin Wilson
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Work Experience
Associate
Oct 2015 - Present · 9 years and 3 months
Corporate Finance
Jan 2015 - Oct 2015 · 9 months
Corporate Finance Intern
Jan 2014 - Jan 2014
Company Details
Lucerne Investment Partners (Lucerne) secures and builds investor wealth with a focus on generating returns across all market conditions. We specialise in providing private wealth advice and funds management services. Our leadership team co-invests, placing their personal wealth alongside investors, and therefore, aligning interests. We have a number of investment vehicles open to wholesale and retail investors: The Lucerne Alternative Investments Fund (LAIF) a “fund of funds” model which provides investors access to an actively managed portfolio of funds designed to have a low correlation to equity markets. LAIF has annualised ~11% p.a. with half the volatility of equity markets. Lucerne takes a considered and methodical approach to investment, keeping capital preservation front of mind. The group was started in 2015 by a team that wanted to create a business better aligned to the interests of investors, rather than one based on earning commissions on trades regardless of investment results. With a proven track record of results, our dynamic team values relationships, having worked with a range of investors for over ten years. Personalised service and long-term partnerships are at the core of our business. We value integrity, care, excellence and doing things differently. A willingness to learn, grow and put our investors’ interests first, drives us to succeed. Lucerne is based in Richmond, Melbourne. More information can be found by visiting www.lucernepartners.com
Year Founded
2015
Social Media
Linkedin
Industry
Investment Management
HQ Location
4/45 Wangaratta St Richmond, Victoria 3121, AU
Keywords
Wealth ManagementWealth PreservationPortfolio ConstructionInvestor RelationsLeadershipLong-term Relationship BuildingMarket AnalysisCapital RaisingJoint VenturesRisk Mitigation
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