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Who We Are

At Targa 5 Advisors, we design bespoke investment strategies for high-net-worth individuals and families, with a singular focus on their needs, values, and long-term goals.
As an independent wealth management boutique, we build deep and lasting relationships based on trust, discretion, and a shared vision of sustainable growth. We value each client’s time, capital, and life journey — delivering solutions that reflect sophistication, strength, and purpose.
With decades of experience in private banking and global asset management, our team combines technical excellence with truly personalized service. The result is a dynamic, forward-looking approach anchored in the preservation and growth of wealth.
We also support independent wealth managers, providing a comprehensive infrastructure — regulatory, operational, and investment — enabling them to grow their business while maintaining full autonomy.
At Targa 5, exclusivity is not about limited access — it’s about total commitment: the right strategy, the right partner, and results that span generations.

Trusted Partners in Excellence

At Targa 5 Advisors, we operate with rigor in asset management, estate planning, family office services, and all legal and accounting matters involved in wealth preservation and succession.

We carefully select and coordinate the most trusted and qualified partners in each field, ensuring our clients benefit from a support ecosystem aligned with their expectations and ambitions.

Our multicultural and multilingual team is composed of highly skilled professionals with strong international financial experience, equipped to navigate the complexities of global wealth with strategic vision and local insight.

Building Partnerships for Long-Term Value

At Targa 5 Advisors, our strength lies in our ability to build solid, meaningful, and enduring partnerships. We believe that trust, experience, and a shared forward-looking vision are the foundations of long-term success — both for our clients and our professional network.
Our Advisory Board reinforces this approach by offering valuable strategic insight and ensuring sound oversight and forward-thinking decision-making. This commitment to excellence is reflected in our growth, with a significant portion of new clients coming through referrals — a direct testament to the value we deliver.
We operate in full compliance with regulatory standards: we are affiliated with the Swiss supervisory body SO-FIT and licensed by FINMA (Swiss Financial Market Supervisory Authority), upholding the highest standards of compliance, transparency, and institutional accountability.
In 2025, we were honored to be recognized by Citywire Switzerland as one of the Top 50 Independent Asset Managers, confirming our leadership in the international wealth management arena.

Our team

CEO & Co-Founder

Eli Mizrahi

Eli Mizrahi is the CEO and Co-Founder of Targa 5 Advisors SA. With over two decades of experience in private banking and asset management, he has built a career dedicated to serving high-net-worth individuals with strategic wealth solutions.
He began his financial journey at Safra Group in São Paulo in 2002, initially as part of the bank’s management trainee program before moving to the Private Banking division, where he developed a local high-net-worth clientele. In 2008, he was transferred to Panama City to establish and expand Safra’s representative office.
Prior to founding Targa 5 Advisors SA in 2014, Eli served as Director at Union Bancaire Privée (UBP) in Geneva, overseeing the Latin American Private Banking Desk.
He holds a degree in Business Administration from the Armando Alvares Penteado Foundation in São Paulo, Brazil.
CIO & Partner

Joaquin Cascallar

As Chief Investment Officer and Partner at Targa 5 Advisors SA, Joaquin Cascallar brings over 25 years of expertise in wealth management and investment strategy.
He started his career at KBL Group (Switzerland) Ltd, spending a decade as a Private Banker before transitioning to BNP Paribas Switzerland in 2011, where he specialized in portfolio management and investment advisory for Latin American clients.
Since joining Targa 5 Advisors SA in 2014, Joaquin has been instrumental in shaping the firm’s advisory desk, leading investment strategies and delivering tailored financial solutions.
He holds a Master’s degree in Economics from the University of Geneva, Switzerland.
Investment Director & Partner

Raphael Pardini

Raphael Pardini is a Partner and Investment Director at Targa 5 Advisors SA, bringing over 20 years of expertise in investment advisory, portfolio management, and risk strategy.
An economist by training, he graduated from the University of São Paulo (USP) and joined Targa 5 Advisors SA in 2020 as an Investment Advisor. His expertise spans hedge funds, structured products, derivatives, bonds, equities, and digital assets, allowing him to craft bespoke investment solutions for clients.
Before joining Targa 5, Raphael spent 15 years at Citibank Sao Paulo, where he managed USD/BRL and fixed income trading, liquidity, and corporate treasury functions. Known for his analytical mindset and strategic vision, he is committed to innovation and integrity in wealth management.
See the Full Team

We protect and grow your wealth through discretionary portfolio management and investment advisory, guided by strategy, independence, and long-term vision.

Our Values

Personalized Attention

True success is built on long-term trust, consistent collaboration, and personalized relationships. We take the time to deeply understand your goals and specificities, allowing us to structure portfolios that are genuinely aligned with your ambitions.

Work Environment

Our multilingual, multicultural team combines international experience with a deep commitment to service excellence. We foster a professional, ethical, and engaging workplace — for both our employees and the partners we work with.

Diligence

Every solution we recommend is the result of rigorous analysis, based on technical expertise, strategic insight, and a robust decision-making process. We select only the most reliable banks, managers, and partners, with independence and discernment — always focused on generating lasting value. Our experience, network, and discipline form the core pillars of our investment team’s performance and integrity.

Independence

Targa 5 Advisors is a truly independent firm. Free from conflicts of interest, we are fully dedicated to crafting tailored wealth strategies that serve only our clients’ best interests. Independence is the foundation for objective, consistent, and long-lasting results.

Confidentiality

Discretion is a non-negotiable principle. Every action we take is governed by a firm commitment to confidentiality and data protection — with the same care we apply to managing your capital.

Pragmatism

Robust investment decisions require clarity, discipline, and outcome orientation. Our approach is pragmatic, data-driven, and solution-focused. By balancing strategic vision with adaptability, we help our clients navigate complex environments with confidence and reach their goals with precision and purpose.

Services

At Targa 5 Advisors, we deliver a structured, comprehensive, and forward-thinking approach to wealth management. Each portfolio is meticulously crafted, actively monitored, and continuously adapted to reflect our clients’ evolving priorities.

Wealth Management

Excellence in coordinating tailored solutions

  • In-depth diagnosis – A thorough understanding of your profile, goals, and risk tolerance — both current and future.
  • Strategic implementation – Investment advisory and discretionary portfolio management across multiple asset classes, currencies, and global markets.
  • Ongoing monitoring – Continuous supervision with responsive adjustments to market developments and emerging opportunities.
  • Tailored reporting – Full transparency through clear, customized reports aligned with your preferred format and frequency.
  • Proactive review – Regular reassessments ensure your portfolio remains aligned with your strategic objectives and economic environment.
Our team is always available to provide timely insights, accurate responses, and decisive action.

Legal & Accounting

A solid foundation for long-term decisions

A sound investment strategy requires a strong legal and tax structure. We collaborate with leading legal and tax professionals to ensure every structure is aligned with your interests. As coordinators, we protect your wealth, maximize fiscal efficiency, and ensure the durability of your strategic decisions — so you can move forward with confidence and clarity.

Estate Planning

The future starts now

Planning your estate is about designing a legacy — intentionally and with foresight. We partner with top experts in succession planning and asset structuring, anticipating challenges and crafting custom solutions to ensure a smooth and efficient transfer aligned with your values.
A well-designed strategy guarantees intergenerational financial security without compromising your freedom or current goals.

Family Office

We take care of everything so you can focus on what truly matters

We act as your trusted, proactive partner in managing the financial and non-financial aspects of your life. We carefully select the most qualified service providers in every area, operating with discretion, loyalty, and unwavering standards of excellence.

Our presence is discreet. Our execution is relentless. Our mission is clear: to free you from day-to-day complexity, so you can live with peace of mind.

https://www.youtube.com/watch?v=qAWdfSrCjAQ

We design investment strategies that combine expert advice and comprehensive management, with a focus on preservation, growth, and long-term alignment.

Contact


    Switzerland

    info@t-advisors.ch
    +41 (0)22 732 50 50
    Grand-Rue 23 – Genève, 1204

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