Helvetia Investment Advisors SA (HIA)

STORY AND VALUES

Helvetia Investment Advisors SA (HIA) was established in Lugano, Switzerland, in 2014 and with partners in the major global financial centers, it is one of the most active players in the international fiduciary services industry in Ticino. HIA is a member of a self-regulatory organization of asset managers (SRO) recognized by FINMA (Swiss Financial Market Supervisory Authority).

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).

Key people

Giampaolo Bonalumi, Founder and Managing Partner

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 Helvetia Group acting as Managing Director and 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”.

Claudio Albert, CEO

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. As 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 sector since 2000. With more than 35 years of experience in the financial industry, he joined The Group in 2021 and currently he is CEO of Helvetia Investment Advisors SA.

Dirk Klitsch, Strategist And Senior Partner

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 the Group in 2014, where he held the position of Chief Investments Officer. Currently he holds the position of strategist.

Chiara Parodi, Chief Investment Officer

Chiara graduated at the University of Genova with a degree in economics and subsequently obtained a master in finance with summa cum laude. In 2014 she successfully partecipated to the Fund Management Challenge (FMCSI) organized by CFA Society ltaly. She joined the Group in 2015 and, after ten years of experience in the financial industry, she currently act as Portfolio Manager at Helvetia lnvestment Advisors SA.

Luca Conti, Senior Relationship Manager

Graduated in Politica! 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 The Group as Senior Relationship Manager.

Peter O’Driscoll, Board Member

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.

Luisa Carlotta Turati, Designated Risk Manager and Compliance Officer

Luisa Carlotta graduated in Financial Markets and Institutions from Università Cattolica del Sacro Cuore in Milan. She obtained a Master’s in Financial Communication with a major in banking and finance from Università della Svizzera Italiana before starting her full-time professional career at Helvetia Investment Advisors SA (HIA).

Address: Via della Posta 4, 6900 Lugano, Switzerland

Phone: +41 91 910 05 80