Goldberg Capital Partners AG
Zurich wealth manager and multi-family office founded in 2013, with a Lugano branch; offers private-debt mandates and took a 2018 stake in fintech MDOTM.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Zurich, Switzerland
- OFFICES
- Lugano, Switzerland
- FOUNDED
- 2013
Investment approach
- SECTORS
- Fintech
- ROUTES
- Companies (own capital)
- STRATEGIES
- Private credit
Overview
Goldberg Capital Partners AG was founded in Zurich in 2013 as an independent asset manager and opened a branch in Lugano in 2021. Through its wealth management division it offers multi-family office services, advisory and non-discretionary mandates, wealth planning and relocation support. It specialises in mandates investing in private debt and uncorrelated instruments, and in 2018 took a stake in MDOTM Ltd., an AI fintech for investment management.
Holdings & investments (1)
- MDOTM Ltd.Fintech · since 2018
People
Frequently asked questions
Goldberg Capital Partners AG is a multi family office based in Zurich, Switzerland, founded in 2013.
Goldberg Capital Partners AG invests its own capital into companies. Its stated asset mix includes private credit.
Goldberg Capital Partners AG invests in Fintech.
Key people at Goldberg Capital Partners AG include Mauro Costa (President), Barbara Meneghelli (Managing Director), Filippo Bertacchi (CEO) and Davide Lanteri (Senior Analyst).
Goldberg Capital Partners AG's holdings and investments include MDOTM Ltd..