Isgam
ISGAM AG is a Zurich-based, FINMA-licensed independent Swiss asset management firm serving high-net-worth individuals, families, and institutional clients with discretionary portfolio management, multi-family office services, and socially responsible investment strategies across multiple currencies.
- Company typePrivate
- Founded2001
- HeadquartersZürich, Switzerland
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Isgam does
ISGAM AG is a privately held, FINMA-licensed Swiss asset management company headquartered in Zurich (Beethovenstrasse 48, CH-8002 Zürich), with roots tracing to a 1984 UK investment company and officially registered in Switzerland since 2001. The firm provides discretionary portfolio management, multi-family office solutions, and tailored wealth management services for high-net-worth individuals, families, and entrepreneurs across Switzerland, South Africa, the Middle East, Southeast Asia, the UK, the Channel Islands, and the US.
Core capabilities are built on proprietary portfolio models developed over more than 20 years used to allocate assets across bonds, equities, hedge funds, cash, and commodities in multiple currencies (EUR, USD, GBP, CHF). The firm offers in-house multi-currency Socially Responsible Investment (SRI) strategies introduced in 2016 that incorporate ESG factors, shareholder voting rights, and thematic funds covering clean water and climate change mitigation. An institutional client service provides outsourced discretionary management and acquisition strategies for funds under management. All portfolio management is delivered through a direct relationship-manager-led model with personal meetings and quarterly reviews, supported by a client login portal for reporting and account access.
The business operates on three revenue streams: recurring client management fees for portfolio management, one-time initial fees where applicable, and separate fees for multi-family office services. Custodian fees are passed through on all-in fee arrangements ranging from 0.25% to 0.50%, with SRI strategies requiring a minimum investment of EUR/GBP/USD 150,000. ISGAM operates with approximately 10 professionals, holds FINMA, VQF, and South African FSCA licenses, is a UN PRI signatory since 2019, and uses Deloitte AG as its external auditor with FINcontrol Suisse AG as regulatory supervisor. There are no funding rounds, acquisitions, or external investors disclosed; the firm is controlled by its founding team and management.
Isgam firmographics
Firmographics- Name
- Isgam
- Legal name
- ISGAM AG
- Website
- https://isgam.ch
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- ISGAM AG is a Zurich-based, FINMA-licensed independent Swiss asset management firm serving high-net-worth individuals, families, and institutional clients with discretionary portfolio management, multi-family office services, and socially responsible investment strategies across multiple currencies.
- Ownership category
- akta.pro rank
Where Isgam is headquartered
LocationHeadquarters
- HQ city
- Zürich
- HQ country
- Switzerland
- HQ region
- Europe
Offices1 record
Markets served
Isgam business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Client Management Fees: Ongoing client management fees charged for portfolio management services as outlined in the Portfolio Management Agreement
- Initial Fees: Where applicable, initial fees charged when establishing the client relationship
- Multi-Family Office Services (MFOS): Separate fees for multi-family office services as outlined in respective MFOS agreements
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Custodian fees (all-in fee model) |
| Other | Annual | Socially Responsible Investing Strategy |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
Isgam product offering
Product offeringCore offering
ISGAM AG is an independent Zurich-based asset management firm providing discretionary portfolio management across global asset classes and multiple currencies, multi-family office solutions covering estate planning, financing, pension management, legal and tax advisory, and dedicated services for private clients and institutional investors. The firm also offers in-house multi-currency Socially Responsible Investment strategies with ESG integration and shareholder voting rights.
Product overview
ISGAM is a Zurich-based asset management company established in 2001 offering a unified wealth management service. The core offering comprises Portfolio Management using proprietary models, Multi-Family Office Solutions for holistic financial planning, and dedicated services for Private and Institutional Clients. The company also offers Socially Responsible Investment (SRI) Strategies as an integrated capability, with a dedicated Socially Responsible Portfolio Strategy available as a minimum-threshold investment option. Services span discretionary management, estate planning, financing, pension management, and cross-border advisory, with portfolios accessible in EUR, USD, GBP, and CHF.
Differentiator
Problem solved
Functional benefit
Products and services
- Portfolio Management Discretionary investment management service utilizing proprietary portfolio models developed over two decades that allocate funds across bonds, hedge funds, equities, cash, and commodities with global diversification. Designed for individuals, families, and institutions seeking multi-currency, evidence-based portfolio management.
- Multi-Family Office Solutions Comprehensive family office services including estate planning, financing, pension management, legal and tax advisory, insurance, private equity access, and consolidated reporting with global benchmarking. Targeted at multi-generational families requiring cross-border financial planning and holistic wealth guidance.
- Private Clients Service Personalized wealth management for individuals from diverse nationalities, creating and managing investment portfolios including bonds, equities, hedge funds, and options strategies in multiple currencies (EUR, USD, GBP, CHF). Average client has $1-5 million under management.
- Institutional Clients Service Outsourced investment management for professional investors including discretionary management, asset allocation analysis, transparent reporting, and selective acquisition of other companies' funds under management. Designed for investment managers, financial advisors, and planners across South Africa, Middle East, SE Asia, Channel Islands, UK, and Europe.
- Socially Responsible Investment (SRI) Strategies In-house multi-currency SRI strategies incorporating ESG factors, shareholder voting rights, and exclusion of specific securities based on client preferences. Includes thematic funds for clean water and climate change mitigation, plus microfinance investments. Available as a building block or for fully SRI-compliant portfolios from EUR 150,000 / GBP 150,000 / USD 150,000 minimums.
Quantifiable outcome
- Average client portfolio size: $1-5 million
- +1 more outcomes
Companies that use Isgam
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles2 records
Isgam technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature2 records
Isgam partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core, strategic and supporting.
- Deloitte AGcoreExternal independent auditor of ISGAM AG, reconfirmed by the company's latest Annual General Meeting
- FINcontrol Suisse AGcoreRegulatory supervisor for ISGAM AG as a FINMA licensed portfolio manager under Article 17 et seq. FinIA
- United Nations Principles for Responsible Investment (UN PRI)strategicISGAM is a signatory of UN PRI since 2019, the world's leading proponent of responsible investment
- Swiss Custodian BankscoreLong-established custodian relationships in Switzerland offering preferential borrowing rates and all-in fee arrangements
- UK Custodian BankscoreLong-established custodian relationships in the UK offering reduced service fees and competitive all-in fee arrangements
- Channel Islands CustodiansupportingCustodian relationships in the Channel Islands for client asset custody
- LifeMatters FoundationsupportingCurrent charitable donation recipient, providing support to people in need
- Roger Federer FoundationsupportingPrevious charitable donation recipient supporting children's education
- Médecins sans FrontièressupportingPrevious charitable donation recipient supporting humanitarian medical missions
- Sozialwerk Pfarrer SiebersupportingPrevious charitable donation recipient supporting people in need in Switzerland
- ReprievesupportingPrevious charitable donation recipient supporting human rights work
Scale indicators5 records
Recent moves10 records
Expansion highlights5 records
Isgam competitors and assessment
Company assessmentEmerging players
- Hywin Wealth Management: Independent wealth management firm serving HNW clients in Europe and Asia with cross-border capabilities, comparable to ISGAM as a smaller, independent alternative to large Swiss incumbents.
- Rock Wealth Management: Independent UK-based wealth manager providing discretionary portfolio management and financial planning to HNW individuals and families, with a comparable boutique, relationship-driven model.
- Clerus Wealth Management: Independent Swiss wealth manager offering discretionary portfolio management and family office services to international HNW clients, with a comparable boutique, FINMA-supervised profile.
Broad incumbents
- Indosuez Wealth Management: Crédit Agricole's wealth management arm serving international HNW clients with multi-currency portfolio management and family office services, comparable cross-border private-client focus.
- EFG International: Swiss private banking group offering discretionary portfolio management and advisory services to HNW individuals and families across multiple geographies, with a similar international client focus.
- Julius Baer: Swiss-headquartered wealth manager offering discretionary portfolio management and cross-border services to HNW individuals globally, directly comparable to ISGAM's private clients offering but at vastly larger scale.
- Lombard Odier: Swiss private bank offering wealth management, asset management, and family office services to international HNW clients, comparable in target market and independent-ownership structure.
- Pictet Group: Geneva-based private bank and asset manager providing wealth management and asset management services to private and institutional clients, with shared Swiss heritage and multi-currency, multi-jurisdictional capabilities.
- Vontobel Wealth Management: Swiss wealth and asset manager providing discretionary portfolio management and multi-family office-type services to private clients, with a comparable mix of active management and SRI capabilities.
Regional players
- St. James's Place: UK-based wealth management firm using a relationship-manager model to advise HNW clients; ISGAM also hired senior talent (Simon Robinson) from its Asia business, signaling comparable target market and advisory model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Customer concentration
Isgam social profiles
Digital presenceIsgam compliance and trust
Trust signalCompliance6 records
Isgam financial estimates
Financial estimateRevenue estimate
Valuation estimate
Isgam leadership team
Management profileNumber of profiles
Profiles10 records
Isgam subsidiaries and ownership
Company hierarchySubsidiaries1 record
Isgam funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Isgam M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Isgam
What does Isgam do?
ISGAM AG is an independent Zurich-based asset management firm providing discretionary portfolio management across global asset classes and multiple currencies, multi-family office solutions covering estate planning, financing, pension management, legal and tax advisory, and dedicated services for private clients and institutional investors. The firm also offers in-house multi-currency Socially Responsible Investment strategies with ESG integration and shareholder voting rights.
Is Isgam a public or private company?
Isgam is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Isgam founded?
Isgam was founded in 2001. It employs 11 to 50 people.
Where is Isgam based?
Isgam is headquartered in Zürich, Switzerland, in the Europe region.
How does Isgam make money?
Three revenue lines are on record. Client Management Fees are the primary driver. The others are initial Fees and multi-Family Office Services (MFOS).
Who are Isgam's main competitors?
Emerging players on record are Hywin Wealth Management, Rock Wealth Management and Clerus Wealth Management. Broad incumbents are Indosuez Wealth Management, EFG International, Julius Baer, Lombard Odier, Pictet Group and Vontobel Wealth Management. St. James's Place is listed as a regional player.
Does Isgam have an API?
No public API is recorded for Isgam.