Luzern Capital

Overview

Luzern Capital advises clients on asset allocation, financial risk management, and the consolidation of global wealth through the Masttro technology platform. The firm also coordinates and supervises counterparty management within clients’ banking relationships.¹

History

Luzern Capital says it was established in 2008 to advise entrepreneurial families and private clients.²

Leadership

Peter Studer is Managing Partner and founded Luzern Capital in 2008. He previously served as a Director at HSBC for 8 years and worked for 7 years with ING Group in Chile, Curaçao, Luxembourg, and Switzerland.²

Services

The firm provides financial consolidation and reporting for investment performance, supporting financial and tax decision-making. Its strategic asset allocation and asset management services are aligned with each investor’s investment policy and risk profile.³

Luzern Capital offers risk management and Investment Policy Statement development covering objectives, risk tolerance, time horizon, restrictions, and tax considerations. Its investment analysis and research draw on international specialists, market studies, investment strategies, and market views.³

The firm describes a six-step advisory process covering needs analysis, review of the financial situation, investor profiling, investment strategy, implementation, and ongoing risk management.⁴

Luzern Capital says it uses Masttro to automatically consolidate financial and non-financial assets and report investment performance to families. The firm also represents Masttro in Chile and the wider region.⁴¹

What the firm offers

• Investment management
• Tax planning
• Risk and insurance
• Cross-border planning

Client Focus

Luzern Capital works with entrepreneurial families and private clients seeking coordinated oversight of their investments, banking relationships, and global wealth.²

Approach

The firm’s stated approach emphasizes confidentiality, transparency, and independence.²

Regulatory Status

Chile’s Comisión para el Mercado Financiero lists Luzern Capital Inversiones SpA as a current Registro de Prestadores de Servicios Financieros registrant, registration number 121, dated February 22, 2023.⁵

FAQs

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Sources

1. Luzern Capital
2. Luzern Capital, About Us
3. Luzern Capital, Services
4. Luzern Capital, Process
5. Comisión para el Mercado Financiero, Registro de Prestadores de Servicios Financieros

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.