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Our Rich
History

Our Rich
History

2019

Signatory of the United Nations Principles for Responsible Investment
www.unpri.org/signatories.

2016

Introduction of in-house multi-currency Socially Responsible strategies

Registration in South Africa as a Cat. 1 Financial Service Provider Licence. No. 26929.

2001

Registration of ISGAM AG in Switzerland

as a member of VQF, a Self-Regulatory Organisation under Swiss Market Supervisory Authority (FINMA), Membership #11707.

1999-2001

Launch of a US and European direct share portfolio

1995

In-house discretionary Investment Management service

with the launch of the Global Growth Fund portfolios.

1984

Launch of the business

The roots of ISGAM’s business can be traced back to 1984 with the formation of a UK investment company.

ISGAM is based on a strong core team that has been working together for many years

Sharing our diverse, complementary strengths in financial planning and investing. We make this collective competence fully available to you. Allowing you to maximise your financial opportunities through specialist advice from qualified professionals and management services. Whether you need inheritance solutions in different jurisdictions, cross border financial advice or discretionary managed mandates, our team is at hand to assist. Our purpose is 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.

Working as a partner
alongside your current
professional advisors.

Your needs are the primary focus for ISGAM via a transparent, highly personalised and efficient service.

Working as a partner alongside your current
professional advisors.

Your needs are the primary focus for ISGAM via a transparent, highly personalised and efficient service.

How-we-work

Meet
The Team

Philip Portal
Philip PortalManaging Director
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Marianne Rameau
Marianne RameauHead of Research
and Portfolio Managemenet
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Andrew Little Martin
Andrew Little MartinRelationship and
Marketing Manager
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Frank Van Lerven
Frank Van LervenRelationship and
Marketing Manager
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Beatriz Rosenberger
Beatriz RosenbergerDigital Marketing Manager
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Alexander K.Iten
Alexander K.ItenChairman
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Stephanie Speake
Stephanie SpeakeFinance Manager
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Francesca Critchley
Francesca CritchleyAdministration
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Previous
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“As a long term expatriate I was looking for an organisation to help me with my financial management. For the last 15 years ISGAM has fulfilled that role successfully. I would not hesitate to recommend them to others who are in the same situation as me.”

Michael Ellis, France
John DanielUNITEX CEO

Client Testimonial

Marianne Rameau

Head of Research and Portfolio Management

Marianne Rameau, has been a portfolio manager and investment analyst for over 30 years. Her founding qualifications are from the UK, obtaining the status of Associate of the Society of Investment Professionals (ASIP), now the CFA UK. She is also a member of the CFA Society of the UK and of the US CFA Institute. She has a B.A. degree in Psychology from Leiden University, Holland.

Marianne is a regular lecturer on the practicalities of investment management to business people internationally.

Andrew Little Martin

Relationship and Business Development Manager

After graduating from Oxford Brookes University, Andrew worked for several years in the UK before settling in Switzerland. In January 2009 he joined an independent financial advisor in Geneva, advising executive expatriates on their investment and estate planning needs. 

In 2010, after the arrival of his first daughter, he joined Coutts and Co Ltd. a private bank in Geneva and over the following years has built up an extensive knowledge and experience working with private clients, companies and trust structures. Although South Africa is his primary market, due to political and financial uncertainties in the country, several of his clients now reside in the Channel Islands, the Middle East, the US and the UK.

He is an Associate with the Chartered Institute for Securities and Investment (CISI), based in the UK and has completed several UK and international Wealth Management, Financial Planning and Compliance exams. He has also completed all necessary South African regulatory exams and additional financial planning qualifications with Moonstone Business School and Milpark Business School respectively.

Frank Van Lerven

Relationship Manager

who is a relationship and marketing manager of ISGAM, has spent over 30 years building his knowledge and expertise in US and international financial planning. He joined ISGAM at its inception. His clientele are primarily executives before or during retirement with a particular focus on cross border issues.

He is a psychology graduate of the University of Groningen, holds the UK Financial Planning Certificate and has received CFP® (certified financial planner) certification in the U.S.A. He is an active member of the FPA (Financial Planning Association).

Beatriz Rosenberger

Digital Marketing Manager

Alexander K. Iten

Chairman

Alexander K. Iten, chairman of ISGAM since April 2021, holds a master’s degree in business administration with a specialisation in Banking, as well as a Master’s in Law from the University of St. Gallen and is admitted to the bar in Switzerland. He has his own law practice in Zurich and advises companies in the financial industry on legal and regulatory issues.

He has more than fifteen years of experience in the financial sector both as an economist and as a lawyer.

Stephanie Speake​

Finance Manager

Francesca Critchley

Administration