Goldberg Capital Partners AG

Overview

Goldberg Capital Partners AG provides asset management, structured finance, and multi-family office services. The firm serves private, institutional, and corporate clients through wealth management and corporate finance solutions.¹

History

Goldberg Capital Partners was founded in Zurich in 2013 as an independent asset management company and multi-family office. The firm reports milestones including membership in the Swiss Association of Asset Managers in 2014, the introduction of uncorrelated investment strategies in 2015, an actively managed certificate with Julius Baer in 2018, and an equity stake in MDOTM in 2018. Goldberg opened a branch in Lugano in 2021.²

Timeline

1. 2013Goldberg Capital Partners was founded in Zurich in 2013 as an independent asset management company and multi-family office.
2. 2021Goldberg opened a branch in Lugano in 2021.

Services

Goldberg’s wealth management division provides multi-family office services, investment advice, and non-discretionary portfolio management. Its offerings include customized investment strategies, private debt and uncorrelated investment management, wealth planning, family governance support, and relocation services.³

Goldberg Merchant Solutions designs, issues, and places financial instruments to provide corporate finance solutions for companies seeking private capital.¹

What the firm offers

• Investment management
• Financial planning
• Family governance and education

Client Focus

The firm works with private clients, institutional investors, and companies. Its multi-family office and wealth management services support clients seeking customized investment strategies, planning, governance, and relocation assistance.¹³

Approach

Goldberg says it uses independent management and an open architecture model. The firm states that its strategies are aligned with each client’s financial goals and risk profile.³

FAQs

Related resources

• LocationMultifamily offices in Zurich

  The Zurich directory helps readers compare firms serving Swiss families, business owners, and institutional clients. It provides regional context for assessing where investment management, structured finance, and family governance support may fit within a broader local advisory search.

• GuideMultifamily office services

  This overview explains the range of services a multifamily office may provide, including investment management, financial planning, and family education. Readers can use it to define which capabilities matter for private, institutional, or corporate needs before speaking with a Swiss provider.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com gives readers a way to identify family offices, investors, and related organizations for market research. That can help a business owner or family compare potential relationships, understand investor categories, and prepare more focused questions about asset management or structured finance.

• GuideOutsourced CIO vs multifamily office

  The comparison of outsourced CIO arrangements and multifamily offices clarifies how investment decisions, reporting, and governance responsibilities may be allocated. Readers can use those distinctions when considering whether they need investment management alone or broader planning, family governance, and education support.

• Similar firmsAlere Syon Wealth Sàrl
  ATAG Family Office AG
  Harris Moor Finance SA

  Profiles of Alere Syon Wealth Sàrl, ATAG Family Office AG, and Harris Moor Finance SA offer nearby reference points for comparing Swiss firms. Reviewing their stated services and client focus can help readers frame questions for a provider serving private, institutional, or corporate clients.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.