Your Financial Partner.

We provide impartial, independent asset management advising. We focus on delivering impeccable personalised investment advising services. Our sole pursuit is your own best interest.

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.

MORE ABOUT US

Our Values

The 4 I's

Independency > Liaise & Access

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.
Internationality > Access to global markets

Our primary goal is to build with you a solid, long-lasting relationship, professional, but also personal, whose basic characteristics are integrity and transparency.
Innovation > Alternative ideas, dynamic product range

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

Main Services

Investment advice

International private banks

Order transmissions

Direct updates on market conditions

Open architecture

Family Office Services

Portfolio Management

Our first priority is to meet your needs and safeguard them.

Milestones

2012-2015

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.

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2015

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 INVESTMENT SERVICES S.A., still remaining true to their vision for providing Excellent , Objective and Independent Wealth Management Advisory Services to their customers.

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2017

The Safe Advisors team moves in their own offices on 7 Granikou Street, Maroussi, on the 7th floor

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2020

Safe Advisors announces its exclusive collaboration with the Tax Advisory Company SMART TAX ADVISORS. This strategic partnership was established with the aim of providing joint and comprehensive advice, thus covering a wide range of our clients financial needs. Achilleas Miltsanidis, founder of SMART TAX ADVISORS, has studied law at the Aristotle University of Thessaloniki and is a member of the Athens Bar Association. He specializes in tax Law and began his career at the Tax department of Deloitte Greece, where he served as Tax Partner from 2016 to 2020.

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2020

We are breaking the 150,000,000 Assets Under Management barrier!

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2021

Safe Advisors becomes a member of the Hellenic Fund and Asset Management Association

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2023 Safe Advisors celebrates 10+ years of successful course

We celebrated 10 years of operation, along with our clients, by holding an event at the Athens Club, with guest invited speaker, Mr. Paul Donovan. It was a beautiful, warm, relaxed and friendly event. The Managing Director, Efthymios Sourtzis and the President of the Company, Ms. Joanna Analyti, addressed their warmest thank you to all of their clients for those 10 years of collaboraiton and trust. They committed that Safe Advisors will continue its course, abiding to its values of Objectivity, Impartiality, Innovativeness and Independence in the provision of Advisory Investment Services, while at the same time they promised to stay devoted in providing excellence in serving its valued clients, developing and providing even more innovative Boutique Wealth Management Services, with the aim of covering all the financial needs of its clientele.
Safe is more than a Company. It’s a family!

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2024

We surpass 200 million Assets Under Management

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