Working with people to improve their financial well-being.
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.
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Compare ISGAM - Wealth Management with 3 companies in Financial-Services
| Comparison Field |
ISGAM - Wealth ManagementMain Company |
JS InvestmentsView Profile |
Ev
Even Keel Family Off...View Profile |
GLOBAL WEALTH GROUP...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1995 | 2012 | 2024 |
|
Company Size
|
— | 51-200 | 2-10 | 11-50 |
|
City
|
Karachi, Sindh | Dublin, Dublin | ||
|
Country
|
Pakistan | Ireland | ||
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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
|
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