ISGAM - Wealth Management Revenue
Financial Services • 
Stadtkreis 2, Zurich, Switzerland • 11-20 Employees
ISGAM - Wealth Management revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Key Contact at ISGAM - Wealth Management
Philip Portal
Managing Director, Lead Partner, Personal Financial Planner
Company overview
| Headquarters | Beethovenstrasse 48, Zurich, 8002, CH |
| Phone number | +41442866060 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Risk Management, Financial Planner, Financial Planning, Portfolio Management, Investment Consultancy, Independent, Socially Responsible Investing, Socially Responsible Investing, Long Term Investing, Customer-Centric, Direct Bonds And Fund Selection, Direct Equity And Fund Selection, Evidence Based Investing, International Portfolios, Personalised Portfolios, Single Strategy Solution, Transparent Investment And Fee Models, Sri And Esg Solutions |
| Founded | 2001 |
| Employees | 11-20 |
| Socials |
ISGAM - Wealth Management Email Formats
ISGAM - Wealth Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@isgam.ch), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@isgam.ch | 100% |
About ISGAM - Wealth Management
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. ISGAM AG is a FINMA licensed portfolio manager, and since August 2016 is also regulated by the Financial Sector Conduct Authority in South Africa.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
ISGAM - Wealth Management has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
ISGAM - Wealth Management has never raised funding before.
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