HIA HELVETIA INVESTMENT ADVISORS SA
Via della Posta 4, 6900 Lugano
Bellerivestrasse 67, 8008 Zurich
Minimum amount of investment: USD 100,000
Helvetia Investment Advisors SA (HIA) provides internationally diversified wealth management solutions to US persons. We are based in Switzerland and offer our services to US citizens and their families, independent asset managers as well as public and private banks. We strive to become our clients’ exclusive and sustainable partner by providing tailored wealth management solutions together with a multi-currency platform concept and investment expertise leading to global diversification for our clients.
We are an independent investment advisory service committed to transparency and personalized service with the power of tailor-made investments.
Licensed as a Portfolio Manager by FINMA, the Swiss Financial Markets Supervisory Authority.
Registered with the Securities and Exchange Commission in the US as an Investment Advisor.
Registered with the Canadian Securities Administrator: International Adviser Exemption for Alberta, Ontario, Québec
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CLAUDIO ALBERT - CEO
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 joined The Group in 2021 and currently he is CEO of Helvetia Investment Advisors SA.
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