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.
Helvetia Investment Advisors is registered as an investment advisor with the Security Exchange Commission (SEC).www.adviserinfo.sec.gov
Helvetia Investment Advisors is registered as an investment advisor with the Security and Exchange Commission (SEC) and is part of one of the most skilled and diversified financial groups in Switzerland. Independent and removed from any conflicts of interest, we adopt a holistic and simple business model in order to optimize the cost/benefit ratio with permanent research of best-in-class counterparts. HIA uses a fee policy that promotes realizing objectives and performance and facilitates transparency. This is the challenge that we have decided to meet in today’s changing wealth management market
Our highly skilled team with different backgrounds enables Helvetia Investment Advisors to assist a wide range of private and institutional clients.
Over 25 years’ experience in the financial sector, he began his 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 he is a partner of the Goldberg Group acting as investment advisor to Helvetia Investments Advisor S.A.: a Swiss company fully licensed by the SEC (Securities Exchange Commission) and managing customers considered to be “US persons”.
With over twenty years of experience at UBS Investment Banking, he founded and managed the Equity Desk serving the south Europe market for seven years. After working as desk head at UBS Wealth Management for Turkey/Greece and Israel, he was appointed as CIO of a financial advisory firm based in Switzerland, specialized in the management of American clients. He joined Goldberg Group in 2014, where he holds the position of Chief Investments Officer, taking full responsibility for asset management and strategy.
A graduate of Northwestern University School of Law in Chicago, he started his career at Millbank. He later became a partner at Perkins Coie, Coudert Brothers and Orrick Herrington & Sutcliffe. He is now a consultant for Gihon Partners and general counsel at Seacrest Capital Group. He was mentioned in Guide to the World’s Leading Banking Finance and Transactional Attorneys.
He recently worked as legal counsel for a UN project assisting SMEs in developing countries affected by the consequences of Covid-19. With over 25 years of experience, he has published numerous articles in financial journals and given speeches and lectures. He was appointed to the Board of Directors of Helvetia Investment Advisors SA in September 2021.