SWISS SEC-REGISTERED INVESTMENT ADVISOR
HIA Helvetia Investment Advisors SA
Via della Posta 4, 6900 Lugano, Switzerland
T: +41 91 910 05 84
Minimum amount of investment: USD 100,000
HIA Helvetia Investment Advisors SA is an independent, Swiss wealth manager based in Lugano, Switzerland. We provide internationally-diversified, wealth management solutions to US individuals, families, independent asset managers as well as public and private banks.
Our subsidiary Goldberg & Partners is also registered with Ontario Securities Commission (OSC), the Québec Autorité des Marchés Fianciers (AMF) and Alberta Securities Commission (ASC) to serve Canadian-resident clients.
Giampaolo Bonalumi - CEO
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.