ISGAM - Wealth Management

ISGAM - Wealth Management

Financial-Services

Company Tagline

Working with people to improve their financial well-being.

Industry Category
Financial-Services
Company Description

ISGAM - Wealth Management is a premier financial services firm dedicated to enhancing the financial well-being of its clients. With a strong focus on in-house portfolio management and investment research, ISGAM provides specialized financial planning expertise to international clients around the globe.

ISGAM is committed to understanding clients’ financial needs and aspirations, managing their investments with precision, and serving as a lifelong financial guide for them and their families. Through a remarkable network of external specialists, ISGAM offers comprehensive services and holistic family office solutions with a global reach, serving clients in South Africa, the Middle East, Southeast Asia, the US, and Europe. Operating from its primary address at Beethovenstrasse 48, Zurich, 8002, CH, and with additional locations in Cape Town, Lisbon, Abu Dhabi, Jakarta, and Miami, ISGAM is strategically positioned to serve a diverse international clientele.

Committed to the highest ethical standards, ISGAM integrates sustainable and socially responsible investments (SRI) into its portfolio strategy, addressing environmental, social, and governance (ESG) issues. A signatory of the UN Principles for Responsible Investment, ISGAM invests a portion of its capital into socially responsible investments and dedicates a part of its annual profits to helping people worldwide. To learn more, visit www.isgam.ch. ISGAM looks forward to continuing to provide exceptional financial services and expanding its reach.

We invite the management team at ISGAM to create a customized and exclusive company showcase and product listing on our platform to further highlight their expertise and services.

Key Personnel / Employees
Drs Frank van Lerven Philip Portal Paulo Soares CMSA® Rinus Callenbach

Compare Companies Side by Side

Compare ISGAM - Wealth Management with 3 companies in Financial-Services

4 Companies
Comparison Field
ISGAM - Wealth Management
ISGAM - Wealth Management
Main Company
JS Investments
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Even Keel Family Off...
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GLOBAL WEALTH GROUP PLC
GLOBAL WEALTH GROUP...
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Founded Year
1995 2012 2024
Company Size
51-200 2-10 11-50
City
Karachi, Sindh Dublin, Dublin
Country
Pakistan Ireland
Skills & Keywords Comparing with main company
24 Total Skills
Wealth Management Financial Planning Investment Research Portfolio Management SRI Investments ESG Investing Financial Services Risk management International portfolios Evidence based investing Direct equity & fund selection Single strategy solution Financial planning Direct bonds & fund selection Customer-centric Socially responsible investing Investment Consultancy SRI & ESG solutions Financial Planner Independent Long term investing Portfolio management Personalised portfolios Transparent investment & fee models
16 Total 16 Unique
Unique Skills:
Asset allocation Equity Investments Fixed Income Investments Investment advisory Investment management Investment research +10
10 Total 10 Unique
Unique Skills:
Alternative Investments Corporate finance cross-asset class Estate Planning Family office Ireland +4
8 Total 8 Unique
Unique Skills:
Alternative Investment Fund Manager Asset Management Balanced mutual funds Financial services Fund management Mutual Funds Management +2
4
Total Companies
1995
Oldest Founded
2
Countries
58
Unique Skills

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Alternative Company Names

This company is also known as

ISGAM - Wealth Management ISGAM - 财富管理 ISGAM - वेल्थ मैनेजमेंट ISGAM - Gestión Patrimonial إسجام - إدارة الثروات ISGAM - Gestion de patrimoine ISGAM - Управление благосостоянием ISGAM - Gestão de Patrimônio