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.
Company Details
- Employees
- 11
- Founded
- -
- Address
- Beethovenstrasse 48, Zurich,8002,switzerland
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- isgam.ch
- Keywords
- Portfolio management, Risk management, International portfolios, Evidence based investing, Customer-centric, Independent, Financial planning, Single strategy solution, Socially responsible investing, Transparent investment and fee models, Long term investing, Personalised portfolios, Direct equity and fund selection, Direct bonds and fund selection, Investment Consultancy, Financial Planner, Socially Responsible Investing, SRI and ESG solutions.
- HQ
- Zurich
Isgam - Wealth Management Questions
Isgam - Wealth Management's website is isgam.ch
Isgam - Wealth Management's LinkedIn profile is https://www.linkedin.com/company/isgam-ag
Isgam - Wealth Management has
11 employees.
View email and phone details for 11
employees at Isgam - Wealth Management.
Isgam - Wealth Management's industry is
Financial Services
Isgam - Wealth Management's top competitors are
Delta Wealth Management,
Skybound Wealth Management,
Vita Wealth Management | Dubai,
St Peters Wealth Management,
Harbour Wealth Management,
Sdc Wealth Management,
Vz Vermögenszentrum,
Nfb Private Wealth Management,
Stone Wealth Management,
Bellamont Group.
Isgam - Wealth Management's categories are Financial Services
Isgam - Wealth Management's founding year is 2001
