Trusted Wealth Management

Our Commitment

ISG AG was founded by a team of seasoned industry professionals with a long-standing partnership and extensive experience in the field of wealth management.

Our long-term commitment to client success drives the firm's dedication to building lasting relationships and delivering consistent, personalized value.

Information About the Financial Services of ISG AG

Based on the legal requirements of Art. 8ff. of the Financial Services Act (FINSA), we would like to supply with this information sheet which provides an overview of ISG AG (hereinafter referred to as the «financial institution») and its services.

A. Company information

Address:

Registered Street: Eschenring 2
Zip Code/City: 6300/Zug
Place of operation (office) Street: Baarermattstrasse 8d
Zip Code/City: 6340 Baar
Phone: +41415109339
Email: info@isgag.ch
Website: www.igsag.ch

The financial institution was established in 2024.

Supervisory authority and audit firm

With the new Financial Institutions Act (FinIA), all financial service providers need a license from FINMA to carry out their professional activities as a portfolio manager according to FinIA Art. 17. The financial institution was authorized by FINMA on 04.06.2024.

The financial institution is audited and reviewed by the auditing company: CAPREV Wirtschaftsprüfung- und beratung AG in terms of supervisory law. The address of the supervisory organization AOOS - Schweizerische Aktiengesellschaft für Aufsicht and Caprev Wirtschaftsprüfung und –beratung AG can be found below.

Supervisory organization: AOOS - Schweizerische Aktiengesellschaft für Aufsicht
Street: Clausiusstrasse 50

Zip Code / City: 8006 Zürich
Phone: +41 44 215 98 98

Email: info@aoos.ch
Website: https://www.aoos.ch/

Ombudsman
The financial institution is affiliated with the independent ombudsman FINOS Finanzombudsstelle Schweiz, which is recognized by the Federal Department of Finance. Disputes concerning legal claims between the client and the financial services provider should be settled by an ombudsman's office, if possible, within the framework of a mediation procedure. The address of FINOS Finanzombudsstelle Schweiz is stated below.
Name Ombudsman: Finanzombudsstelle Schweiz (FINOS)
Address: Talstrasse 20
Zip Code / City: 8001 Zürich
Phone: +41-44 552 08 00
Email: info@finos.ch
Website: https://www.finos.ch/

Audit Firm Name: CAPREV Wirtschaftsprüfung und –beratung AG
Address: Industriestrasse 47

Zip Code / City: 6300 Zug
Phone: +41 41 761 92 45

Email: info@caprev.ch Website: https://caprev.ch/

B. Information on the offered financial services
The financial institution provides portfolio management services, portfolio-based and transaction-based investment advisory services to its clients.

In the case of a transaction-based investment advisory mandate with the financial institution, a personal recommendation relating to individual financial instruments is provided to the client. The decision to buy or sell remains always ultimately with the client.

The financial institution does not guarantee any yield nor performance of investment activities. The investment activity can therefore lead to an appreciation or a depreciation in value.

The financial institution has all the necessary licenses to perform the services described above.


C. Client segmentation
Financial service providers are required to classify their clients into a client segmentation according to the law and adhere to the respective code-of-conduct. The Financial Services Act provides for «retail clients», «professional clients» and «institutional clients» segments. For each client, a client classification is determined within the framework of the cooperation with the financial institution. Subject to certain conditions, the client may change the client classification by opting out.


D. Information on risks and costs
General risks associated with financial instruments transactions

The investment advisory and portfolio management services involve financial risks. The financial institution shall provide all clients with the «Risks involved in Trading Financial Instruments Transactions» brochure prior to the execution of the contract. This brochure can also be found at www.swissbanking.ch.

Clients of the financial institution may contact their client advisor at any time if they have any further questions.

Risks associated with the offered services

For a description of the various risks that may arise from the investment strategy for clients’ assets, please refer to the relevant investment advisory or portfolio management agreements.

In the case of investment advice, the financial institution shall provide its retail clients with the basic information sheet of the recommended financial instrument.

Information on costs
A fee is charged for the services rendered, which is usually calculated on the assets under management and/or on a performance basis. For more detailed information, please refer to the relevant investment advisory or portfolio management agreements.

E. Information about relationships with third parties
In connection with the financial services offered by the financial institution, economic ties may exist with third parties. The acceptance of payments from third parties as well as their treatment are regulated in detail and comprehensively in the respective investment advisory and portfolio management contracts.

F. Information on the market offer considered
The financial institution basically follows an «open universe approach» and tries to make the best possible choice for the client when selecting financial instruments. The financial institution's own collective investments can – where appropriate – be used in the portfolio management mandates or recommended as part of investment advice.