IAP was co-founded by two former Standard Chartered Bank executives Andreas Isenschmid and Markus Amrein. The family-owned company offers independent advice on financial matters and tailors products and services to the diverse needs of private clients, family offices as well as entrepreneurs and corporate clients worldwide.
The family business is currently run by the first and second generation. IAP is regulated by VQF, Switzerland’s largest and oldest self-regulatory organization which is officially recognised, regulated and supervised by the Swiss Financial Market Supervisory Authority FINMA. A search for financial intermediaries who are members of a self-regulatory organisation (SRO) can be done here. IAP Investment & Trust Services AG is also an authorised Financial Services Provider in South Africa with License Number 49119.
Our company intends to become our clients’ independent and trusted lifetime partner and establish long-term relationships that will be passed on from generation to generation.
Soon after the co-founder Andreas started his investment advisory business in the 90’s, he was contacted by an UK entrepreneur who wanted to give him an Investment Mandate to manage a portfolio in excess of CHF 5 million without having met him personally. When he proposed to the UK entrepreneur a meeting enabling the client to get to know him personally, the UK entrepreneur replied: “My neighbor knows you since more than 20 years and he recommended that I should appoint you as my Investment Advisor and there is no need to meet you personally.” Turning 91 years old, IAP feels honoured to continue serving such a distinguished client.”
Our professionalism has earned us deep trust from clients. As such, IAP have built its business mostly through client referrals. Through strong customer relationships, we can build trust with our customers and earn their referral. If clients recommend our service, and we do not deliver, our customers will have their reputation damaged too. It is important to follow our most important philosophy which always put the benefits, satisfaction and needs of our clients on top. We continue to work hard every day to ensure that we provide a high and consistent quality of service.
We manage and invest clients’ funds with the highest discipline as we establish a long term and sustainable investing plan. We work together with our clients day by day to make sure that their benefit is optimized, the value of their investment is maintained and their wealth is preserved.
“Whoever is careless with the truth in small matters cannot be trusted with important matters.” – Albert Einstein
The financial services industry sometimes has forgotten the phrase of the year 1904, “the customer is always right” popularized by pioneering and successful retailer Harry Gordon Selfridge. He advocated that customer complaints should be treated seriously so that customers do not feel cheated or deceived. This attitude was novel and influential when misrepresentation was rife and caveat emptor (let the buyer beware) was a common legal maxim. It is important to remind financial services providers today that they too have some obligations. As many have said before, trust is not a matter of technique, tricks, or tools but of character.