HIA HELVETIA INVESTMENT ADVISORS SA
Via della Posta 4, 6900 Lugano
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
GIAMPAOLO BONALUMI - CLIENT ADVISOR, MANAGING PARTNER, FOUNDER
Over 25 years’ experience in the financial sector, I began my career at UBS Wealth Management managing various units of Private Banking in London and Lugano. A former CEO and co-founder of a financial advisory firm based in Switzerland and specialized in the management of US customers, today I am a partner of the Goldberg Group also acting as an investment advisor to Helvetia Investments Advisor S.A.
+41 91 910 05 84 Â Â
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