ISGAM is based on a strong core team that has been working together for over 30 years.
Our Rich History
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 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.
Meet The Team
Philip has been with ISGAM since its inception in 2001 and he brings with him over 30 years of experience in this industry. His prior experience was in business management.
Philip was educated at Radley College in the UK, graduated with Politics (Honours) from Durham University. He was awarded his financial planning qualifications by the CII in the UK where he is a member of the UK Personal Finance Society. He is British and speaks Portuguese, French and Spanish.
Marianne is a regular lecturer on the practicalities of investment management to business people internationally.
He has more than fifteen years of experience in the financial sector both as an economist and as a lawyer.
He is a psychology graduate of the University of Groningen, holds the UK Financial Planning Certificate and has received CFP® (certified financial planner) certification in the U.S.A. He is an active member of the FPA (Financial Planning Association).
In 2010, after the arrival of his first daughter, he joined Coutts and Co Ltd. a private bank in Geneva and over the following years has built up an extensive knowledge and experience working with private clients, companies and trust structures. Although South Africa is his primary market, due to political and financial uncertainties in the country, several of his clients now reside in the Channel Islands, the Middle East, the US and the UK.
He is an Associate with the Chartered Institute for Securities and Investment (CISI), based in the UK and has completed several UK and international Wealth Management, Financial Planning and Compliance exams. He has also completed all necessary South African regulatory exams and additional financial planning qualifications with Moonstone Business School and Milpark Business School respectively.
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.
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.
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.