Lucerne Makes Its Move
Boutique Melbourne Investment Manager joins growing list of Melbourne businesses in CBD fringe
The Melbourne suburb of Richmond is well known for its proximity to Melbourne’s sporting precinct, bars, and restaurants. But the last few years has seen this Melbourne icon take on a very different complexion.
With forward-thinking businesses moving out of traditional CBD office spaces, suburbs on the city’s fringe which are well connected to transport, entertainment and restaurants are fast becoming a popular alternative for financial services firms.
Boutique Melbourne Investment Manager Lucerne Investment partners is one of the latest to make the move and joins the likes of Tesla, Disney, Realestate.com.au, Seek, Car Sales and MYOB in the new trendy corporate hub.
Established in 2015 by Anthony Murphy, Lucerne also started life in the CBD before making the move to Richmond in July 2021. In line with Lucerne’s boutique offerings, its new location within Richmond’s chic enclave of Cremorne befits its non-traditional approach.
Lucerne gives its clients a wealth management service which is deliberately different to most of its peers. Its portfolio creativity and diversity of the products it sources stand apart from the pack.
Lucerne Private Wealth tailors’ bespoke portfolios for high-net-worth investors, using quality investment products from its global networks.
It also offers the increasingly popular Lucerne Alternative Investments Fund (LAIF) - an actively managed portfolio of alternative funds designed to offer equity-like returns without equity-like risks.
LAIF covers asset classes and themes that include long-short equities, volatility, precious metals and other commodities, crypto assets, and convertibles.
In a low interest-rate environment, well-selected private debt investment opportunities can provide high-quality, risk-adjusted returns. Lucerne also originates first mortgage, private debt opportunities in house, secured by real property offering investors quality risk-adjusted returns.
For more information or any interview requests, please contact michael.houghton@lucernepartners.com.
