The core activity of ISGAM is asset management for private and institutional clients, including portfolio management, family office solutions and socially responsible investments.
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Products & services
Industry:External Asset Management
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Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Tailored investment portfolios, asset allocation, diversification, risk management and global investment across bonds, equities, hedge funds, cash and commodities.
Family Office Solutions
Financial planning and family office services, including estate planning, financing, pension and retirement structuring, legal and tax issues, insurance and consolidated reporting.
Discretionary Management
Outsourced discretionary management for professional investors, including regulatory framework, administration, research, investment and client reporting.
Asset Analysis Solutions
Asset allocation and analysis services for investment managers, supporting portfolio management and asset allocation decisions.
Socially Responsible Investing
ESG and SRI-oriented investment strategies, client-specific exclusions, thematic funds, microfinance exposure and pre-defined socially responsible portfolio strategies.
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