CASE STUDY
Lucerne Investment Partners
Building Lucerne Investment Partners' Digital Acquisition Engine for High-Net-Worth Investors
How Market Lead built Lucerne's first paid acquisition system from zero in 2024, delivering $5M+ in attributed high-net-worth investments at ~$80 CPL with a 7% landing page conversion rate (vs the 2-5% generic LP benchmark).
Client
Lucerne Investment Partners
Industry
Investment & Wealth Management
Services
Google Ads, Meta Ads, High-Converting Landing Page, Data & Attribution
Timeline
Since 2024 Launch
$5M+
$80
7%
A Boutique Wealth Firm Without a Digital Footprint
Lucerne Investment Partners is a boutique wealth management firm based in Melbourne, serving high-net-worth investors with $2M to $10M in investable assets. The firm built its reputation through referrals and existing client networks, with a trusted advisor model and a strong track record of client outcomes.
Word-of-mouth filled the pipeline at a steady but limited rate. The firm's growth ceiling was the size of its existing network.
There was no prior digital advertising experience. No paid acquisition system. No landing page built for prospects. In a competitive wealth management space, with established players already buying paid attention, Lucerne had no way to reach affluent prospects outside the existing network.
$0 in paid-attributed investments, no digital advertising experience, limited online presence, no landing page, no qualifying form, no per-segment audience targeting, no tracking infrastructure
Combine Search Intent With Identity Targeting
Market Lead built Lucerne's entire paid acquisition stack from scratch. The strategic challenge was finding genuinely high-net-worth prospects in a market where HNW signals are scarce, expensive, and often gameable on advertising platforms.
Two parallel approaches were combined. Google Ads captured high-intent search moments from investors actively researching wealth management. Meta Ads layered profession-based, interest-based, and geographic targeting to identify affluent prospects before they began searching. First-party lead data was fed back into both algorithms to refine targeting cycle over cycle.
The Key Insight
HNW prospects rarely show clean signals on a single platform. Combining search intent (Google) with profession and interest signals (Meta), then training both algorithms on verified lead-form data, surfaces the prospects that single-vector targeting cannot.
Four Pillars That Transformed the Pipeline
From No Digital Presence to a National Paid Acquisition Engine
Lucerne Investment Partners went from no digital advertising experience to a fully functional paid acquisition engine. Since the 2024 launch, $5M+ in attributed high-net-worth investments have been secured at ~$80 per lead, with a 7% landing page conversion rate against the generic 2-5% benchmark.
The qualifying form filters for sophisticated-investor status before any prospect reaches an advisor. The system runs continuously, with profession, interest, and geographic targeting refined weekly against verified lead data.
What started as a boutique firm without a digital footprint became a Melbourne-based wealth manager with a national paid acquisition engine.
Ready to Find Your High-Net-Worth Buyers?
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