Richard A. Cruz

Lucerne Australia Pty Ltd. is an Australian-based investment group that specializes in providing private wealth advice, funds management, and family office services. The private company is based in Melbourne, Australia, and has subsidiaries in Cayman Islands, Singapore, and Australia. The Australian company focuses on alternative investment management with an active approach to maintain the objectives of the investor and achieve quality risk-adjusted returns through a market cycle. The company was founded by Aaryn Nania and Anthony Murphy, with Anthony Murphy serving as the CEO since incorporation.

Canaccord Genuity (Australia) Ltd. (Canaccord Genuity Australia) is the Australian full service stockbroking and wealth management subsidiary of Canaccord Genuity Group Inc. (TSE: CF) in Canada. Headquartered in Melbourne, Canaccord Genuity Australia was founded by Anthony Murphy and provides wealth management services including portfolio management, portfolio administration and broking services to individual, institutional and corporate clients.

Canaccord Genuity Wealth Ltd. (CGWL) is the wealth management subsidiary of Canaccord Genuity Wealth Group Ltd. (CGWGL) (formerly Eden Group Ltd.), itself a subsidiary of Canaccord Genuity Group, Inc. (CGGI) (TSE: CF) in Canada. Formerly known as Collins Stewart Wealth Management Ltd., the firm became part of the Canaccord Genuity Wealth Management business in the UK when CGGI acquired Eden Financial in 2012. Headquartered in London, CGWL offers core wealth management services which include portfolio management, broking services and wealth planning for private and institutional clients.

Chartered Accountants Australia & New Zealand is an association for chartered accountants that provides accounting services. The non-profit company is based in Auckland, New Zealand.