Team

ISGAM is based on a strong core team that has been working together for twenty years.  Our Swiss company was established in 2001 in order to provide a secure framework for the management of their clients' portfolios.

The team shares its members’ considerable expertise, making it fully available to each client.  This includes the full knowledge and experience of our portfolio management team and a broad range of specific financial planning skills and information.  In particular members of the team specialise in retirement planning (including in the USA and the UK), inheritance situations in various jurisdictions, cross border issues and the provision of structural solutions.