By working with the client as partners we aim to increase their assets

  • Local presence gives you the opportunity of physical collaboration with your Financial Consultant & Investment Specialist
  • There are no closed doors for you assets. We give you the opportunity to keep your wealth around the world, anywhere YOU choose. The bank A/C belongs to you, the client
  • For us, you are unique. Tailor-made propositions adjusted to your short & long-term goals, combined with your prior experience
  • Οngoing monitoring & portfolio readjustment to derive the optimum results, based on your investment strategy.


your independent-external

financial consultant

SAFE is responsible for giving you advise for your assets in an optimal way. Usually, this involves a profiling of your personal and financial circumstances, along with any plans you may have that are relevant to asset planning.

Based on the profiling result, we will provide you with an investment strategy suitable to your needs, which will be implemented by using the appropriate investment instruments.

active

monitoring


We regularly contact you

to exchange ideas on

your portfolio, based on SAFE's principle of active & systematic portfolio advising.

keeping

full control

of your portfolio


While you benefit from all

our services, you are still

the final decision maker

on your investments.

proactive

advice


Always acting in advance

to offer an individual

portfolio management.




reliable

associates


We provide impartial

support for all your

investment activities.




Our offer

Individually tailored investment opportunities

Autonomous strategists & global researchers

Dynamic approach

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

Confidentiality & transparency

Your benefit

Maximum choice

Access to a global network

Active portfolio management

Open architecture approach

No hidden fees

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