ISGAM’S CORE SERVICES ARE • In-house portfolio management and investment research. • Specialised experience in financial planning for international people. • Our purpose: 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. • ISGAM built a remarkable network of external specialists in a wide range of fields which enables it to offer excellent services and holistic family office solutions with global reach. • Clients in South Africa, Middle East, Southeast Asia, US and Europe. SUSTAINABLE INVESTMENTS • ISGAM is committed to the highest ethical standards. Sustainable and socially responsible investments (SRI) have for long been part of our portfolio strategy, incorporating environmental, social and governance (ESG) issues. • ISGAM is a signatory of the UN Principles for Responsible Investment and invests a proportion of the company’s capital into socially responsible investments, dedicating a part of annual profits to helping people worldwide. Visit our website to find out more. OUR TEAM • Our core team has worked together for over three decades, sharing their diverse, complementary strengths. This has been enhanced by a new partner who was an IFA before spending a decade in Private Banking. • ISGAM’s roots go back to 1984, formed as a UK investment brokerage, expanding in the 1990s to financial planning and discretionary portfolio management, with a global clientele who have worked and lived in Southeast Asia, Middle East and Southern Africa. Many are now retiring to Europe, UK and North America. • ISGAM AG was established in Switzerland in 2001, consolidating its structural base within the regulatory framework of Switzerland to focus on higher net worth clientele. Regulated from inception by the VQF and since August 2016 by the Financial Sector Conduct Authority in South Africa.