About Us

ISGAM is based on a strong core team that has been working together for over 30 years.

At ISGAM, our team have worked together for many years 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 Rich History

1984 - Shareholders begin working together

The roots of ISGAM’s business can be traced back to 1984 with the formation of a UK investment brokerage.

2001 - ISGAM AG created and regulated in Switzerland

In 2001 ISGAM AG was formed, establishing the structural base of the business within the regulatory framework of Switzerland.

2018

Taking care of the financial needs of 120 families

2020 target:

Additional two relationship managers to enhance our services

The roots of ISGAM’s business can be traced back to 1984 with the formation of a UK investment brokerage, providing savings plans and small capital investments to international people in Brunei, Indonesia and other parts of South East Asia.

In the early 1990s the expanded team passed the relevant professional examinations for financial planning and investment administration, primarily through the Securities Institute and the Chartered Insurance Institute in the UK.

Also in the early 1990s the new discretionary portfolio management service started to grow, with the appointment of a UK and US qualified Portfolio Manager and Investment Analyst with supporting research staff.

By the mid-1990s the business’s clientele had become global, with financial planners now visiting clients in South America, Europe and the Middle East as well as in South East Asia.

In 2001 ISGAM AG was formed, establishing the structural base of the business within the regulatory framework of Switzerland. Since then it has consolidated its business to focus exclusively on its higher net worth clientele.

It has been regulated from inception by the VQF and since August 2016 by the Financial Sector Conduct Authority in South Africa.

The company’s principals, its key administration staff, its portfolio managers and its financial planners represent a well proven team who have worked together in this industry for over 30 years.

Personalised Service

Our client relationship begins with a number of initial personal meetings. This allows us to fully understand your needs, and discuss an appropriate strategy going forwards.

Evidence Based Investing

The best returns are achieved through patience, a steady mind and exercising change only where necessary. With ISGAM, you have a seasoned pair of hands.

International Portfolios

With clients based across the world, we are skilled in providing portfolios in Euros, Dollars, Sterling and Swiss Francs. All shaped to suit your objectives.

Ongoing Support

We hold regular meetings with you once your financial plan is in motion, reviewing and optimising your portfolio in light of shifts in the investment landscape.

How We Work

Your needs are the primary focus for ISGAM via a transparent, highly personalised and efficient service.

Working as a partner alongside your current professional advisors.