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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
vision
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.
history
2012-2015
2015
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.
Teamwork
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
communication
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