Verified email-pattern data for Isgam - Wealth Management is currently limited. You can still use the company insights and contact sections below.
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
- 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,
St Peters Wealth Management,
Bellamont Group,
Vita Wealth Management | Dubai,
Vz Vermögenszentrum,
Nfb Private Wealth Management,
Stone Wealth Management,
Harbour Wealth Management,
Sdc Wealth Management.
ISGAM - Wealth Management's categories are Financial Services
ISGAM - Wealth Management's founding year is 2001
Explore related pages
Related company profiles:
Top ISGAM - Wealth Management Employees
-
Paulo Soares, CMSA®
Relationship Manager 📈 Co-Founder 🚀…
Zurich, Zurich, Switzerland, Switzerland2gmail.com, big.pt -
Rinus Callenbach
Senior Software Engineer At Isgam Ag
Amsterdam, North Holland, Netherlands, Netherlands1gmail.com -
Philip Portal
Isgam Ag
Zurich, Zurich, Switzerland, Switzerland1attglobal.net -
Drs Frank van Lerven
n/a
Zurich, Zurich, Switzerland, Switzerland1attglobal.net
Free Chrome Extension
Find emails, phones & company data instantly
Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Aero Online
Your AI prospecting assistant
Select data to include:
Total price:
$0.00
0 records × $0.02 per record
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 10 free credits.
Search the #1 Contact Database
Get contact details of over 750M+ profiles across 60M companies – all with industry-leading accuracy. Sales Navigator and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.