Via della Posta 4, 6900 Lugano
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.
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
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.