Multi-Family OfficeRIA · CRD 126003SEC-Registered

Updated:

Goldberg Capital Partners

Goldberg Capital Partners was established in Zurich in 2013 by Filippo Bertacchi as an independent wealth manager. It originated from capital held by...

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Goldberg Capital Partners

Goldberg Capital Partners was established in Zurich in 2013 by Filippo Bertacchi as an independent wealth manager. It originated from capital held by finance-industry entrepreneurs and expanded to serve international families with multi-jurisdiction planning needs. The firm deploys capital across public markets, private debt, collectibles and direct co-investments or SPVs. It also participates in fund-of-funds structures. Confirmed focuses include FinTech and Luxury assets. Activity remains concentrated in Europe with emphasis on uncorrelated strategies and structured instruments. No headcount figure is published. The group operates two Swiss offices and maintains professional memberships in VSV-ASG and AOOS. Filippo Bertacchi previously served as Director at UBS AG. No operational events from the last 24 months appear in available records. The firm functions as an independent multi-family office rather than a captive vehicle tied to a single operating company. Its structure separates wealth management from the principals' other holdings such as DuLac Real Estate SA and the Filippo Bertacchi Collection.

General information

Firm type

Multi Family Office

Year founded

2013

Location

Region

Europe

Country

Switzerland

City

Zurich

Corporate office

Freischützgasse 3, CH-8004 Zürich, Switzerland

Additional offices

Lugano, Switzerland

Principals

Filippo Bertacchi

Founder and CEO

Luigi Campagna

Business Partner

Gianluca Macchi

Business Partner

Klas Goran Karlsson

Business Partner

Sector focus

FinTechLuxury

Frequently asked questions

Who runs investment decisions at Goldberg Capital Partners?

Filippo Bertacchi serves as Founder and CEO. He is supported by business partners Luigi Campagna, Gianluca Macchi and Klas Goran Karlsson.

How does Goldberg Capital Partners source proprietary deal flow?

The firm draws on three decades of partner experience in finance and maintains a network across European entrepreneurial families. It also participates in club-style vehicles and direct co-investments.

Is Goldberg Capital Partners structured as a single family office or does it operate more like a venture firm?

It operates as a multi-family office. The firm provides discretionary mandates and advisory services to multiple entrepreneurial families rather than concentrating on venture-stage deployment.

Does Goldberg Capital Partners participate in fund commitments or only direct deals?

It uses both approaches. The firm allocates through fund-of-funds vehicles alongside direct co-investments and SPVs.

Where does the underlying wealth come from?

The capital originated with finance-industry entrepreneurs who established the firm in 2013.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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