iFSP is the culmination of a shared vision creating synergy through collaboration, shared experience, and long-standing relationships based on trust.
The team is highly qualified with experience in Asset Management, Wealth Management, Stock Broking, Insurance and Banking.
iFSP Values:
- Truly care for our clients and staff well being
- Working together as teams in an ecosystem
- Sharing intellectual property and knowledge
- Creating focus and efficiency
- Regulatory compliance and Chinese walls between businesses
- Collaborative environment without compromising client confidentiality
- Federal management system
- Sustainability and ESG focus
- Continuous skill development
History:
iFSP has a rich experience base with roots at SMK Securities, BJM Private Client Services, banking and insurance with exposure to swiss banking. A strong boutique asset management focus on High-Net-Worth Individuals (HNWI) and a Family Office looking after Ultra High Net Worth Individuals (UHNWI).
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What we can achieve in a good team is far greater than what we can achieve on our own. Get in touch to see how we can work together to achieve great things.