Our company’s vision is to establish lasting relationships with our clients, gaining their trust and confidence through high competence and solid commitment
OUR STRENGTHS
Helvetia Investment Advisors is registered as an investment advisor with the Security and Exchange Commission (SEC) and is part of one of the most complete and diversified financial Group in Switzerland. Independent and faraway from any conflicts of interest, we adopt a holistic and simple business model in order to optimize the cost/benefit ratio with a permanent research of best in class counterparts. HIA uses a fee policy that promotes realizing objectives and performance and doesn’t receive trasparency. This is the challenge that we have decided to meet in todays changing wealth management market.
OUR GOALS
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.
OUR FOCUS
Act as family advisors in order to protect and increase their assets in the long-term through different asset classes and vehicles of investments.
We are registered under the Securities and Exchange Commission (SEC) as a registred investment advisor (RIA)
ORDER GRANTING
REGISTRATION PURSUANT TO SECTION 203 OF THE INVESTMENT ADVISER ACT OF 1940
SERVICES
ASSET MANAGEMENT
FINANCIAL REPORTING
LIFE INSURANCE POLICY FOR US PERSONS
ENVIRONMENTAL SOCIAL AND GOVERNANCE (ESG)
FAMILY OFFICE
We offer an authentic multi-family office service that can effectively support our clients and their families in the management of all their assets. With a wide range of services (asset supervision, performance and fees audit, risk audit, tax and consolidated reports, art consulting, real estate consulting, family governance solutions, wealth planning solutions, M&A project) we support families and institutions in the management of complex financial dynamics.
GIAMPAOLO BONALUMI
Partner and Investment Advisor
Over 25 years experience in the financial sector, beginning 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 investment advisor of Helvetia Investments Advisor S.A.: a Swiss company fully licensed by the SEC (Securities Exchange Commission) and managing customers considered “US -Person”.
