Targa 5 Advisors SA

Overview

Targa 5 Advisors SA is a Geneva-based independent wealth management firm serving high-net-worth individuals and families through bespoke investment strategies. The firm also supports independent wealth managers with regulatory, operational, and investment infrastructure while allowing them to preserve their autonomy.¹

History

Eli Mizrahi founded Targa 5 Advisors SA in 2014 after serving as a Director at Union Bancaire Privée in Geneva.¹

Leadership

Eli Mizrahi is CEO and Founder. Joaquin Cascallar is CIO and Partner, with more than 25 years of experience in wealth management and investment strategy. Raphael Pardini is Investment Director and Partner, with experience spanning investment advisory, portfolio management, risk strategy, hedge funds, structured products, derivatives, bonds, equities, and digital assets.¹

Services

Targa 5 Advisors provides investment advisory and discretionary portfolio management across asset classes, currencies, and global markets. Its work includes ongoing portfolio monitoring, tailored reporting, and regular reviews.¹

The firm also coordinates legal and accounting matters, estate planning, succession and asset structuring, and family office support. It reports coordinating trusted legal, tax, succession, accounting, banking, and investment partners for clients.¹

What the firm offers

• Investment management
• Tax planning
• Estate planning

Client Focus

The firm serves high-net-worth individuals and families, as well as independent wealth managers seeking regulatory, operational, and investment infrastructure. Targa 5 Advisors reports that its multilingual and multicultural team brings international financial experience and provides personalized attention, discretion, and confidentiality.¹

Approach

Targa 5 Advisors describes its approach as independent, pragmatic, and data-driven, with a focus on preserving and growing wealth over the long term.¹

Recognition and Registration

Targa 5 Advisors reports that Citywire Switzerland recognized it in 2025 as one of the Top 50 Independent Asset Managers.¹

FINMA’s current list of licensed portfolio managers and trustees identifies Targa 5 Advisors SA in Genève as a licensed portfolio manager supervised by SO-FIT Organisme de Surveillance pour Intermédiaires Financiers & Trustees.²

FAQs

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Sources

1. Targa 5 Advisors SA
2. FINMA, List of licensed portfolio managers and trustees

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.