HIA HELVETIA INVESTMENT ADVISORS SA
Via della Posta 4, 6900 Lugano
HIA Helvetia Investment Advisors SA es una gestora de patrimonios suiza independiente con sede en Lugano, Suiza. Ofrecemos soluciones de gestión de patrimonios diversificadas internacionalmente a particulares, familias, gestores de activos independientes en bancos suizos y en los Estados Unidos de America.
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HIA Helvetia Investment Advisors SA is an independent, Swiss wealth manager based in Lugano, Switzerland. We provide internationally-diversified, wealth management solutions to US and Latin American individuals, families, independent asset managers as well as public and private banks in Switzerland and the USA.
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Our
subsidiary Goldberg & Partners is also registered with Ontario
Securities Commission (OSC), the Québec Autorité des Marchés Financiers
(AMF) and Alberta Securities Commission (ASC) to serve Canadian-resident
clients.
goldbergholding.com
Giampaolo Bonalumi - DIRECTOR GENERAL - CEO
Comencé mi carrera en UBS Wealth Management, dirigiendo varias unidades de Banca Privada en Londres y Lugano. Fui Consejero Delegado y cofundador de una empresa de asesoramiento financiero con sede en Suiza, especializada en la gestión de activos para clientes estadounidenses, antes de fundar HIA Helvetia Investment Advisors SA, que forma parte del Grupo Goldberg.
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I began my career at UBS Wealth Management, managing various units of Private Banking in London and Lugano. I was the former CEO and co-founder of a financial advisory firm based in Switzerland, specialized in asset management for US clients before founding HIA Helvetia Investment Advisors SA, a part of the Goldberg Group.