2023
ISGAM AG is licensed by the Federal Financial Market Supervisory Authority (“FINMA”) as a Portfolio Manager (according to Article 17 et seq. FinIA).
2019
Signatory of the United Nations Principles for Responsible Investment
2016
Introduction of in-house multi-currency Socially Responsible strategies
Registration in South Africa as a Cat. 1 Financial Service Provider Licence. No. 26929.
2001
Registration of ISGAM AG in Switzerland
as a member of VQF, a Self-Regulatory Organisation under Swiss Market Supervisory Authority (FINMA), Membership #11707.
1999-2001
Launch of a US and European direct share portfolio
1995
In-house discretionary Investment Management service
with the launch of the Global Growth Fund portfolios.
1984
Launch of the business
The roots of ISGAM’s business can be traced back to 1984 with the formation of a UK investment company.
Sharing our diverse, complementary strengths in financial planning and investing. We make this collective competence fully available to you. Allowing you to maximise your financial opportunities through specialist advice from qualified professionals and management services. Whether you need inheritance solutions in different jurisdictions, cross border financial advice or discretionary managed mandates, our team is at hand to assist. 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.
Your needs are the primary focus for ISGAM via a transparent, highly personalised and efficient service.
Your needs are the primary focus for ISGAM via a transparent, highly personalised and efficient service.
