Trusted Wealth Management

Investment Services

Expert portfolio management and investment advisory services
for private individuals

Discretionary Portfolio Management

At ISG, our Discretionary Portfolio Management offers qualitative diversification. Moreover, we focus on building portfolios with high-quality positions, thoroughly researched on a global scale to ensure the best opportunities for growth.

With active, professional management, we continuously monitor and adjust portfolios to align with market shifts and our clients' financial goals. Our approach is both solid and dynamic, giving our clients confidence that their investments are always in capable hands.

Portfolio Advisory

At ISG, our Investment Advisory Services offer active, professional advice to help our clients make informed investment decisions. We provide tailored recommendations based on global research, market analysis and timing, ensuring our clients have up-to-date information to take advantage of new opportunities.

Our team works closely with our clients, delivering timely, actionable guidance to keep our clients portfolio aligned with our clients' goals. With a focus on liquid high-quality investments, we make sure our clients have the support our clients need to navigate the markets with confidence.

Family Office

At ISG, our Family Office Services provide a comprehensive suite of solutions to manage our clients' wealth efficiently. We assist with bank relationships and oversee accounts under our management, ensuring smooth and effective cash management to meet our clients' liquidity needs. We also facilitate real estate financing solutions, including mortgages and other financing options, to support our clients' property investments.

In addition, we help resolve issues that arise in dealings with banks and connect our clients with a network of trusted legal, financial, insurance, and relocation advisors. Leveraging our expertise and relationships, we aim to simplify our clients' financial life, providing them with peace of mind and enabling them to focus on their long-term goals.