We give shape to your ambitions

We give shape to your ambitions

GOLDBERG & PARTNERS Client Portfolio

We serve mainly private customers from all over the world with a particular focus on Swiss, European and Middle Eastern customers.
We are also registered with Ontario Securities Commision (OSC), the Québec Autorité des Marchés Fianciers (AMF) and Alberta Securities Commission (ASC).

This to better serve Canadian resident clients.

ASSET MANAGEMENT

“We are exclusive focused on the achievement of absolute performance”

HIA SUBSIDIARY US Clients

Within our subsidiary Helvetia Investment Advisors SA (HIA), we provide internationally diversified wealth management solutions to US persons. We are based in Lugano, Switzerland. We strive to become our clients’ exclusive and sustainable partner by providing tailored wealth management solutions together with multi- currency platform concept and investment expertise led to global diversification for our clients. We are an independent investment advisory committed to transparency and personalized service with the power of tailor-made investments. Helvetia Investment Advisors is registered as an investment advisor with the Security Exchange Commision (SEC).

HIA SUBSIDIARY
US Clients

Within our subsidiary Helvetia Investment Advisors SA (HIA), we provide internationally diversified wealth management solutions to US persons. We are based in Lugano, Switzerland. We strive to become our clients’ exclusive and sustainable partner by providing tailored wealth management solutions together with multi- currency platform concept and investment expertise led to global diversification for our clients. We are an independent investment advisory committed to transparency and personalized service with the power of tailor-made investments. Helvetia Investment Advisors is registered as an investment advisor with the Security Exchange Commision (SEC).

networking. transparency. flexibility.

networking. transparency. flexibility.