ISGAM - Wealth Management

ISGAM’S CORE SERVICES ARE • In-house portfolio management and investment research. • Specialised experience in financial planning for international people. • Our purpose: To understand our clients’ financial needs and aspirations, to manage their invested money accordingly and to be a lifelong guide to them and to their families. • ISGAM built a remarkable network of external specialists in a wide range of fields which enables it to offer excellent services and holistic family office solutions with global reach. • Clients in South Africa, Middle East, Southeast Asia, US and Europe. SUSTAINABLE INVESTMENTS • ISGAM is committed to the highest ethical standards. Sustainable and socially responsible investments (SRI) have for long been part of our portfolio strategy, incorporating environmental, social and governance (ESG) issues. • ISGAM is a signatory of the UN Principles for Responsible Investment and invests a proportion of the company’s capital into socially responsible investments, dedicating a part of annual profits to helping people worldwide. Visit our website to find out more. OUR TEAM • Our core team has worked together for over three decades, sharing their diverse, complementary strengths. This has been enhanced by a new partner who was an IFA before spending a decade in Private Banking. • ISGAM’s roots go back to 1984, formed as a UK investment brokerage, expanding in the 1990s to financial planning and discretionary portfolio management, with a global clientele who have worked and lived in Southeast Asia, Middle East and Southern Africa. Many are now retiring to Europe, UK and North America. • ISGAM AG was established in Switzerland in 2001, consolidating its structural base within the regulatory framework of Switzerland to focus on higher net worth clientele. ISGAM AG is a FINMA licensed portfolio manager, and since August 2016 is also regulated by the Financial Sector Conduct Authority in South Africa.