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 in the major global financial centers, it is one of the most active players in the international fiduciary services industry in Ticino. Goldberg & Partners SA is a member of a self-regulatory organization of asset managers (SRO) recognized by FINMA (Swiss Financial Market Supervisory Authority).

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 in the major global financial centers, it is one of the most active players in the international fiduciary services industry in Ticino. Goldberg & Partners SA is a member of a self-regulatory organization of asset managers (SRO) recognized by FINMA (Swiss Financial Market Supervisory Authority).

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 professional expertise and solid commitment.

OUR GOALS

We want to meet investors’ needs, are willing to diversify their portfolios and aim to become the major wealth management partner of our clients.

OUR FOCUS

Act as family advisors in order to protect and increase our clients’ assets in the long term through different asset classes and investment vehicles.

OUR STRENGTHS

Independent and not involved in any conflict of interest, we adopt a holistic and simple business model in order to optimize the cost/benefits ratio through continuous research of best-in-class counterparties.

hight competence. solid commitment.

hight competence. solid commitment.

Key people Always out in front

Our highly skilled team with different backgrounds enables Goldberg & Partners to assist a wide range of private and institutional clients.

CEO
Claudio Albert

Chief Investment Officer
Chiara Parodi

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 a qualified expert in finance and investments, he has been working as a financial fiduciary with his own company and with companies in the financial sector since 2000. With more than 35 years of experience in the financial industry, he has been CEO of Goldberg and Partners SA since 1 September 2021.

email:claudio.albert@goldbergholding.com

Chief Investment Officer
Chiara Parodi

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

email:pm@goldbergholding.com

Risk Manager
Luisa Carlotta Turati

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

email:mo@goldbergholding.com