It’s all about the fit

It’s all about
the fit

STORY AND VALUE Always for simple solutions

Goldberg & Partners was established in Lugano, Switzerland, in 2016 and with partners across the most prominent financial centres worldwide, it is one of the most active players in the international fiduciary services industry in Ticino. Goldberg & Partners SA is a member of self- regulatory organization of heritage managers (OARG) recognized by FINMA (Swiss federal supervisory authority for financial markets). Independence and integrity are the cornerstones of our strategy.

Independence and integrity are the cornerstones of our strategy.

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“Our goal is to gain your trust”

“Our goal is to gain your trust”

STORY AND VALUE
Always for simple solutions

Goldberg & Partners was established in Lugano, Switzerland, in 2016 and with partners across the most prominent financial centres worldwide, it is one of the most active players in the international fiduciary services industry in Ticino. Goldberg & Partners SA is a member of self- regulatory organization of heritage managers (OARG) recognized by FINMA (Swiss federal supervisory authority for financial markets). Independence and integrity are the cornerstones of our strategy.

Independence and integrity are the cornerstones of our strategy.

_

“Our goal is to gain your trust”

“Our goal is to gain your trust”

VALUES

Our company’s vision is to establish lasting relationships with our clients, gaining their trust and confidence through high competence and solid commitment.

OUR GOALS

We want to achieve investor’s needs, willing to diversify their portfolios and aim to become the major partner of our customers in the management of their wealth.

OUR FOCUS

Act as family advisors in order to protect and increase their assets in the long-term through different asset classes and vehicles of investment.

OUR STRENGTHS

Independent and separate from any conflict 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.

hight competence. solid commitment.

hight competence. solid commitment.

Key people Always in the first line

The highly skilled team with different backgrounds allows Goldberg & Partners to assist a wide range of clients from the United States, to Europe as well as the Middle East.

CEO

Claudio Albert

Senior Partner

Giampaolo Bonalumi

Partner and Chief Investment Officer

Chiara Parodi

Senior Relationship Manager

Luca Conti

Risk manager

Luisa Carlotta Turati

CEO

Claudio Albert

After studying economics and gaining experience in internal auditing, he began his career in the financial sector as an advisor to private clients, mainly in Switzerland and Italy, at UBS Lugano. As qualified expert in finance and investments, he has been working as a financial fiduciary with his own company and with companies in the financial centre since 2000. With more than 35 years of experience in the financial sector, he has been CEO of Goldberg and Partners SA since 1 September 2021.

Senior Partner

Giampaolo Bonalumi

Over 25 years of experience in the financial sector, he began his career at UBS Wealth Management managing various units of Private Banking in London and Lugano. Former CEO and co-founder of a financial advisory firm based in Switzerland with focus in the management of US customers, today is a partner of the Goldberg Group acting as senior counselor of Helvetia Investments Advisor S.A.: a Swiss company fully licensed by the SEC (Securities Exchange Commission) and managing customers considered “US-Person”.

Partner and Chief Investment Officer

Chiara Parodi

Chiara graduated at the university of Genova with a degree in economics and obtained a Master in Sciences of Finance with summa cum laude. She worked as an intern in 2015 for Goldberg & Partners before starting full time as a Portfolio Manager for discretionary mandates.

Senior Relationship Manager

Luca Conti

Graduated in Political Science at the University of Pavia, he worked for over 20 years as Client Relationship Manager for the Swiss and Italian market, at Banca del Gottardo and LGT Bank (Switzerland) in Lugano. He is a certified private banker and has the skills to analyze and manage the customer’s overall situation, maintaining the relationship over the years in a flexible and adaptable way. Starting from May 2021 he joined Goldberg & Partners as Senior Relationship Manager..

Risk manager

Luisa Carlotta Turati

Luisa Carlotta graduated in Financial Markets and Institutions at Università Cattolica del Sacro Cuore in Milan. She obtained a Master in Financial Communication – Major Banking and finance at Università della Svizzera Italiana before starting her full-time professional career at Goldberg & Partners.