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
