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"
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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.

125
Global Mandate
507
Direct Managed
Assets
728
External Advised
Assets
18
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
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MAIN OFFICE
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Golberg & Partners S.A.
via della Posta 4 | CH 6801 Lugano
Switzerland
+41-91 910 05 83
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GOLBERG GROUP
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Helvetia Investment Advisors
via della Posta 4 | CH 6801 Lugano
Switzerland
+41-91 910 05 84
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OUR RELATED / CORRESPONDENT PARTNERS