CLIENT PORTFOLIO

We serve mainly private customers in the High Net Worth segment, from all over the world with a particular focus on Swiss, European and Middle Eastern customers. We are also registered with Ontario Securities Commision (OSC), the Québec Autorité des Marchés Fianciers (AMF) and Alberta Securities Commission (ASC).

 

This to better serve Canadian resident clients.

networking. transparency. flexibility.

main office

Goldberg & Partners  |  Via della Posta 4  |  CH-6901 Lugano  |  Switzerland  |  +41 91 910 05 83
goldbergholding.com

GOLDBERG

Helvetia Investment Advisors  |  Via della Posta 4  |  CH-6901 Lugano  |  Switzerland  |  +41 91 910 05 84
helvetia-ia.com