ALWAYS A STEP AHEAD

«PEOPLE WHO SAY IT CANNOT BE DONE

SHOULD NOT INTERRUPT THOSE WHO ARE DOING IT»

GEORGE BERNARD SHOW

ALWAYS FOR SIMPLE SOLUTION

"Goldberg & Partners S.A. is an independent

financial advisory firm,

which provides asset management 

and multi-family office services"

 

INDEPENDENT

Independent and separate from any conflicts of interest, we adopt an holistic and simple business model in order to optimize the costs/benefits ratio with a permanent research of best in class counterparties. Goldberg & Partners S.A. uses a fee’s

policy that favors realizing objective and performance and doesn’t receive, in full transparency, any kick-back or retrocession from the selected business partners. This is the challenge that we have decided to meet in the today’s changing wealth management market.

Global Mandate

Direct Managed

Assets

External Advised

Assets

Served Countries

+3,23%

+6,42%

+7%

+7,09%

Yield

CHF

Yield

EUR

Balanced

EUR

Yield

USD

Performance updated to Dec 2    2019

nd

ASSET MANAGMENT

We are exclusively focused to the achievement of absolute performance and we manage our client’s assets without any benchmark. Our task is to help our clients to understand the more complex scenarios, to set goals and priorities, to identify the best strategies and to adopt the most effective solutions for their needs.

FAMILY OFFICE

We offer an authentic multi-family office service that can effectively support our clients and their families in the management of all their assets. With a wide rage of services (asset supervision, performance and fees audit, risk audit, tax and consolidated reports, art consulting, real estate consulting, family governance solutions, wealth planning solutions, M&A project) we support families and institutions in the management of complex financial dynamics.

ALWAYS IN FIRST LINE

LUIGI CAMPAGNA

CEO and co-founder

GIANPAOLO BONALUMI

Senior partner

DIRK KLITSCH

Partner and Chief investment Officer

 

MAIN OFFICE

Golberg & Partners S.A.

via della Posta 4 | CH 6801 Lugano

Switzreland

+41-91/910 05 83

GOLBERG GROUP

Helvetia Investment Advisors

via della Posta 4 | CH 6801 Lugano

Switzreland

www.helvetia-ia.com

+41-91/910 05 84

 

OUR RELATED / CORRESPONDENT PARTNERS

Goldberg Capital Partners AG

Seefeldstrasse 27CH-8008 Zürich

Switzerland

www.goldberg-capital.ch

+41-43/268 45 79

Goldberg Capital Partners AG

Seefeldstrasse 27CH-8008 Zürich

Switzerland

www.waldstein-art.ch

+41-43/268 52 28

Goldberg Pan-European Wealth Consulting Ltd.

259, St. Paul Street, Valletta, Malta

+356 22 48 52 60

www.goldbergpaneurope.com

CSS Capital Advisory LLC

T: (646)330-5351

Cell: (786)290-4699

40 SW 13th Street - Suite 201-B

Miami, FL - 33130 - USA

www.css-capital.com

CONTACT FORM