SWISS SEC-REGISTERED INVESTMENT ADVISOR

HIA Helvetia Investment Advisors

HIA Helvetia Investment Advisors SA

Via della Posta 4, 6900 Lugano, Switzerland

T: +41 91 910 05 84   

  info@helvetia-ia.com

Minimum amount of investment: USD 100,000

HIA Helvetia Investment Advisors SA is an independent, Swiss wealth manager based in Lugano, Switzerland and provides internationally-diversified, wealth management solutions to US individuals, families, independent asset managers as well as public and private banks.

CANADA 🇨🇦

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.
goldbergholding.com

Giampaolo Bonalumi
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.

info@helvetia-ia.com

+41 91 910 05 84 

➨ Contact Giampaolo Bonalumi for further information and an initial conversation

Share:
Follow AWS:   LinkedIn   |   Twitter    |   Facebook   |  Instagram
AWS is independent and unbiased and does not recommend, prefer, endorse, solicit or discourage any particular listed Swiss SEC RIA, other service provider or wealth management-related product. Furthermore, the website content, opinions, privacy policies or services provided are their own and are not endorsed by AWS in any way. This publication is for your information only and is not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in this publication reflect our current views as of the date of the publication and may be liable to change without notice. Please read the disclaimer.