Henri Lucas officially established an independent investment advisory studio

It is reported that Henri Lucas, a well-known financial strategist in the industry, has taken an important step in his career and officially announced the establishment of a personal independent investment advisory studio. This move marks his transformation from the traditional institutional framework to a more flexible and focused wealth management model, aiming to provide more customized asset allocation solutions for high-net-worth clients and institutional investors around the world. The newly established studio will focus on three core areas: cross-border M&A consulting, multi-asset portfolio optimization, and alternative investment strategy development, which are the core competencies that Professor Lucas has accumulated most in the past two decades of financial practice.

The unique positioning of the studio lies in the perfect combination of academic rigor and practical agility. Professor Lucas innovatively proposed the concept of “three-dimensional wealth architecture”, breaking the boundaries of traditional asset classes and segmenting customer needs into three dimensions: liquidity management, generational inheritance, and special opportunities for overall planning. This innovative model quickly attracted many high-end customer groups including technology upstarts and family offices. It is worth noting that the studio adopts a unique “fixed fee + performance sharing” charging mechanism, which deeply binds the interests of consultants with the long-term benefits of customers. This practice later became a new standard in the independent wealth management industry.

In terms of operational structure, the studio exhibits distinct digital features. Professor Lucas has formed a technology team composed of former Silicon Valley engineers and quantitative analysts, and independently developed an investment decision-making support system called “Athena”. This system can integrate macroeconomic data, geopolitical risk indicators and market sentiment fluctuations in real time to provide clients with dynamic asset adjustment suggestions. This technology-enabled advisory model has enabled the studio to demonstrate differentiated competitive advantages over traditional private banks in its early days.

Industry observers pointed out that Professor Lucas’s decision to establish an independent studio at this point in time has far-reaching significance. With the tightening of global financial regulation and the prevalence of passive investment, active management services with real deep value discovery capabilities are becoming scarce resources. Among the first seven clients signed by the studio, four are institutional investors who have followed Professor Lucas for more than ten years. They value this service model that is not subject to product promotion pressure and is purely guided by investment wisdom.