Goldberg & Partners was established in Lugano, Switzerland, in 2016 and with partners across the most prominent financial centres worldwide, it is one of the most active players in the international fiduciary services industry in Ticino. Goldberg & Partners SA is a member of self- regulatory organization of heritage managers (OARG) recognized by FINMA (Swiss federal supervisory authority for financia markets).
Independence and integrity are the cornerstones of our strategy.
Our company’s vision is to establish lastingrelationships with our clients, gainingtheir trust and confidence throughhigh competence and solid commitment.
We want to achieve investor’s needs, willing to diversify their portfolios and aim to become the major partner of our customers in the management of their wealth.
Act as family advisors in order to protect and increase their assets in the long-term through different asset classes and vehicles of investment.
Independent and separate from any conflict of interest, we adopt an holistic and simple business model in order to optimize the costs/benefits ratio with a permanent research
of best-in-class counterparties. Goldberg & Partners SA uses a fees policy that favors realizing objective and performance and doesn’t receive, in full transparency, any kick-back
or retrocession from the selected business partners. This is the challenge that we have decided to meet in the today’s changing wealth management market.
After studying economics and gaining experience in internal auditing, he began his career in the financial sector as an advisor to private clients, mainly in Switzerland and Italy, at UBS Lugano. A qualified expert in finance and investments, he has been working as a financial fiduciary with his own company and with companies in the financial centre since 2000. With more than 35 years of experience in the financial sector, he has been CEO of Goldberg and Partners SA since 1 September 2021.
Partner and Chief Investment Officer
With more than twenty years of experience at UBS Investment Banking, he founded and managed for five years the Equity Desk serving the south Europe market. After an experience as desk head at UBS Wealth Management serving customers from Turkey, Greece and Israel, he become CIO of a financial advisory firm based in Switzerland, specialized in the management of American clients. He joined Goldberg & Partners S.A. in 2014, for which he covers the function of Chief Investment Officer taking the full responsibility of asset management and strategy.
Graduated in Political Science at the University of Pavia, he worked for over 20 years as Client Relationship Manager for the Swiss and Italian market, at Banca del Gottardo and LGT Bank (Switzerland) in Lugano. He is a certified private banker and has the skills to analyze and manage the customer's overall situation, maintaining the relationship over the years in a flexible and adaptable way. Starting from May 2021 he joined Goldberg & Partners as Senior Relationship Manager.
Over 25 years of experience in the financial sector, he began his career at UBS Wealth Management managing various units of Private Banking in London and Lugano. Former CEO and co-founder of a financial advisory firm based in Switzerland and specialized in the management of US customers, today is a partner of the Goldberg Group acting as senior external counselor of Helvetia Investments Advisor S.A.: a Swiss company fully licensed by the SEC (Securities Exchange Commission) and managing customers considered “US-Person”.
Luisa Carlotta graduated in Financial Markets and Institutions at Università Cattolica del Sacro Cuore in Milan. She obtained a Master in Financial Communication – Major Banking and finance at Università della Svizzera Italiana before starting her full-time professional career at Goldberg & Partners.
Goldberg & Partners | Via della Posta 4 | CH-6901 Lugano | Switzerland | +41 91 910 05 83
Helvetia Investment Advisors | Via della Posta 4 | CH-6901 Lugano | Switzerland | +41 91 910 05 84