INDEPENDENT SWISS WEALTH MANAGER SERVING LATIN AMERICAN CLIENTS

ISGAM

Beethovenstrasse 48, 8002 Zurich

 +41 76 372 5859    +351 912 689 100

 paulo.soares@isgam.ch

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.

PAULO SOARES - PRIVATE BANKER - RELATIONSHIP MANAGER

I am a highly-skilled and experienced private banker with a strong background in finance. After graduating in International Relations from Lisbon University, I went on to earn a Master in Finance from ISCTE Business School, also in Lisbon. In addition, I am a certificate Capital Markets and Securities Analyst from the Corporate Finance Institute.

With over 15 years of experience in the financial industry, I have a deep understanding of the capital markets and am skilled in helping clients all over the world develop financial plans and investment strategies that meet their individual needs and goals.

As a private banker, I am dedicated to providing personalized financial services to my clients, including asset management, risk management, and wealth planning. I have a strong track record of helping my clients achieve their financial objectives and am committed to providing the highest level of service and support, whether you are an individual looking to grow and protect your wealth or a business owner seeking financial guidance and support.

 paulo.soares@isgam.ch

 +41 76 372 5859    +351 912 689 100