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.

ISGAM - Wealth Management

Org chart

Teams

Offices

ISGAM - Wealth Management

Org chart

Teams

Offices

Related companies