«PEOPLE WHO SAY IT CANNOT BE DONE
SHOULD NOT INTERRUPT THOSE WHO ARE DOING IT»

GEORGE BERNARD SHAW

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 objectives and performance and doesn’t receive, in full transparency, any kickback 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.

86

Global Mandates

475

M. Direct Managed Assets

722

M. External Advised Assets

4,200

Total market transactions

ASSET MANAGEMENT

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

Luigi Campagna

CEO and Founder
Giampaolo Bonalumi

Giampaolo Bonalumi

Senior Partner
Dirk Klitsch

Dirk Klitsch

Partner and Chief Investment Officer

ALWAYS HERE FOR YOU

MAIN OFFICE

Goldberg & Partners S.A
Via della Posta 4 | CH 6901 Lugano
Switzerland
+41-91/910 05 83

GOLDBERG GROUP

Helvetia Investment Advisors
Via della Posta | 4CH 6901 Lugano
Switzerland
www.helvetia-ia.com
+41-91/910 05 84