Individualized Trusted Expert
Wealth Management
for Long-Term Success
Licensed by Swiss Financial Market Supervisory Authority FINMA
Discretionary Portfolio Management
Tailored investment strategies for private individuals.
Transparent and diversified solutions for your investments.
Expert family office services tailored to your individual needs.
Investment Advisory
Family Office
Your Trusted
Wealth Management Partner
ISG AG is a traditional Swiss asset and wealth management firm established by industry experts, offering discretionary portfolio management, investment advisory services and family office services for private clients. The firm is dedicated to delivering transparent, personalized, and efficient solutions with a focus on client needs.
68+
100%
of portfolios tailored to individual client needs
years of combined experience
Our Services
Expert asset management and investment advisory
tailored for private individuals and multifamily offices.
Portfolio Management
Discretionary portfolio management built on principles of absolute transparency, efficiency and client alignment.
Investment Advisory
Independent active investment advisory services designed to enhance portfolio performance and align with client goals.
Family Office
Customized financial planning, liquidity, and estate management, addressing client needs related to assets and account activity.
Asset-backed loans leverage investments or real estate to provide liquidity at preferential rates without selling assets.
Financing Solutions
(Lombard, Mortgage, etc.)
Trust
Independent experts in wealth management and advisory.
Invest
Manage
info@isgag.ch
+41 41 510 9339
© ISG AG, 2024. All rights reserved.
