We provide impartial expert advice and execution services in order to deliver the best short & long-term solutions for our clients.

Our focus is on delivering sophisticated advising. We do that by having access to a worldwide network of high standard products,

and talented managers and experienced financial professionals, who are all top on their fields. We have no ties with any bank or other financial institutions, so we are free to pursue our clients' best interests.

Someone is sitting in the shade

today because someone planted

a tree a long time ago

Warren Buffet


To be the best, most respected and well Known boutique-private wealth management office in Greece, to be the best provider of Independent Wealth management advice and services for affluent and high networth individuals, to always be ahead of events and competition, to continuously evolve and grow our business, while remaining true to our values and our customers.




SAFE Independent Wealth Management Advisors LTD is founded by Joanna Analyti and Efthymios Sourtzis, two experienced and successful Banking Executives, with the goal and vision of creating an independent Wealth Management Advisory Services Company and with the mission of providing the Best, Objective and Independent Wealth Management Services to their clientele.

After 4 years of successful operation of SAFE LTD, amidst a critical financial environment, founders and owners Joanna Analyti and Efthymios Sourtzis engage in a series of strategic moves, by creating a new Company of Financial Advisory Services, a larger and completely independent vehicle, SAFE ADVISORS FINANCIAL SERVICES S.A., still remaining true to their vision for providing Excellent , Objective and Independent Wealth Management Advisory Services to their customers.

our values

the 4 I's

Independency  > Liaise & Access

Internationality > Access to global markets

Innovation > Alternative ideas, dynamic product range

Impartiality > Your benefit, our goal

Client at the forefront

Our first priority is to meet your needs by providing high-standard client service, out of the product goals.

Markets have no vacation. Neither do we.


Total relationship

Our primary goal is to build with you a solid, long-lasting relationship, professional, but also personal, whose basic characteristics are integrity and transparency.



We work together as partners, with our only goal to grow your assets.

we offer

your benefit

Individually tailored investment opportunities

Autonomous strategists & global researchers

Dynamic approach

Confidentiality & transparency

No conflict of interest in selecting the best investment products in the market

Maximum choice

Access to a global network

Active portfolio management

No hidden fees

Open architecture approach


SAFE ADVISORS Investment Services S.A.

7 Granikou Str., Maroussi, P.O. Box 151 25, Athens, Greece, Τ: +30 210 6109528 F: +30 210 6199648

Company Regulated by the Hellenic Capital Markets Commission

HCMC  Registration No: 7/711/14-05-2015

REGISTER No: 135237960000