"Goldberg & Partners S.A. is an independent
financial advisory firm,which provides asset management
and multi-family office services"
A GROUP IN CONTINUOUS EVOLUTION
AGGREGATED SINCE MAY 2015
We serve mainly private customers in the High Net Worth segment, 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.
Within our subsidiary Helvetia Investment Advisors SA (HIA), we provide internationally diversified wealth management solutions to US persons. We are based in Lugano and Zuerich, 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).
We provide our clients with highly sophisticated, tailored wealth management services. In particular, we have privileged access to information and services from many highly regarded Swiss and international banks, and work with their vast networks of locations across the world.
We provide our clients with highly sophisticated, tailored wealth management services. In particular, we have privileged access to information and services from many highly regarded Swiss and international banks, and work with their vast networks of locations across the world. Diversification, in terms of both geography and sectors, is achieved on an ongoing basis by investing in different asset classes combining equities, bonds and investments in traditional and alternative funds on all markets, including emerging markets,
in accordance with each client’s own personal and family situation, investment horizon and risk tolerance.
Our clients choose how they want us to help manage their investments. The first option is a discretionary mandate, under which we make all the day-to-day decisions, investing based on a diversified asset allocation plan tailored to the client’s needs. The second possibility is an advisory mandate, under which we make regular investment recommendations, leaving the client or their depositary bank free to make their own investment decisions and take full responsibility for the performance of the portfolio. Our team tracks all investments meticulously, producing clear, concise monthly or quarterly reports on each portfolio and a consolidated statement covering all assets held with various banks.
Our services at a Glance:
- Client centric
- Highly customized solutions.