Established in Switzerland in 2001 to provide a secure framework for the management of their clients’ portfolios. The team shares its members’ considerable expertise, making it fully available to each client. This includes the full knowledge and experience of our portfolio management team and a broad range of specific financial planning skills and information.
Our purpose is 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.
Our principals, portfolio managers and financial planners have been in business for over 34 years.
Our team looks after clients in South Africa, the Middle East, South East Asia, the United States and Europe.
Proven, Discretionary Service
Our experience means we are trusted by successful clients to make sound investment decisions on their behalf.
Tailored Portfolio Construction
We use proprietary portfolio models developed over the past 30 years to aid us in the asset allocation portfolios.
A Sensible Approach To Risk
Whether we are being asked to create wealth or preserve it, our portfolios are built to secure our clients’ financial future.
Advisers, To Advisers
Our asset allocation and analysis service is offered to investment managers, advisors and financial planners.
“ISGAM has managed our investment portfolio for 25 years and has been instrumental in helping determine our risk tolerance, investment goals as well as the preparation of a sound financial plan. Having decided to retire early we required a portfolio to support both our growth and income needs. We wanted an experienced team to help select and manage our investments, keep us focused on long term goals and guide us through personal financial decisions. ISGAM has accomplished that allowing us to enjoy our retirement.”Pete and Beryl Pennington, retired expatriates