Services

well structured 4 step process

Investment advice services

Investment Advice is a personalized investment service, which is based on the principle of a disciplined methodology consisting of the Investment Planning and the personal advice according to each customer’s specific needs and the targeted returns, risk tolerance and time horizon defined and agreed upon with customer.

 

SAFE ADVISORS’ Executives and Relationship Managers will analyze and understand each client’s specific needs and targets, their risk tolerance, and time horizon and they will help them plan a wealth management strategy which will cover all their goals and needs, based on the correct & suitable Asset Allocation.

They will inform and train each customer on various Asset classes, Financial Instruments and specific investment products and they will make specific investment proposals, according to customer’s Investment Profile and current market conditions, so that the customer can make informed investment choices among the expansive investment platform which is offered in the complicated modern economic environment.

 

Under an Investment Advisory Mandate, necessary condition (and the main difference from the Discretionary Portfolio Management Mandate), is the customers’ consent in every Investment decision/order.

Customer’s portfolio is continuously monitored (Health Check), against his risk tolerance level, as well as current market conditions and is readjusted/rebalanced accordingly.

 

SAFE ADVISORS’ independence from any Banking Institution safeguards the objectivity and impartiality of all Investment Advice, while the collaboration of SAFE ADVISORS with some of the largest Banking Institutions, Financial Services Companies and Investment Houses internationally, ensures security and assurance. Access to open architecture platforms offers a vast variety and choice in all financial instruments.

Exclusive access to international boutique private banks

Collaboration with large Banking Institutions and Financial Services Companies internationally, with specialisation in Wealth Management.

The selection of Banking Institutions/Custodians with which SAFE ADVISORS collaborates, is done taking into consideration, among other things, the know-how and experience of the Custodian in the financial sector, the reputation in the market, the credit rating, the specialisation in wealth management, the efficacy of best execution policies in place and the existence of a strict regulatory environment & rules by Local Authorities in the country the custodian operates in, so as the highest degree of security for the customers is ensured.

Reception and transmission of orders

Direct updates on current market conditions

Ongoing Markets Monitoring and analysis. Customers’ updates on market conditions through daily, weekly and monthly reports.

Full range independent, open architecture product offering

Access on all international  financial instruments and products.

Family Office Services (holistic approach)

SAFE ADVISORS recognizes that the needs for wealth management services of customers are more complicated and complex than the portfolio management (or investment advice) of their liquid assets. Aspiring always to a whole service approach, we offer to our customers, through collaborations and strategic alliances with the best and most acclaimed professionals in their field of profession, a holistic approach, giving solutions for the whole spectrum of needs that may arise and involve our customers’ total wealth (tax advice, real estate, Advice to Businesses, succession planning, hereditary issues, etc).

PORTFOLIO MANAGEMENT (DISCETIONARY MANDATES)

The main difference between Portfolio Management (Discretionary Mandates) and Investment Advice (Advisory Services), is that in Portfolio Management the decision-making of the total investment decisions is done by the Portfolio Manager without the need for the customer’s approval on each transaction.

The actions and decisions of the Portfolio Manager always follow, align and move within the limits of the client's performance objectives and risk tolerance level as determined through the process of determining each client's investment profile.

Discretionary Portfolio Management suits clients who do not have the necessary knowledge, time or inclination to actively deal with their portfolio, and prefer to entrust the responsibility of management to the experienced professional managers of SAFE ADVISORS, essentially empowering them to receive the investment decisions on their behalf, always within the limits set by their investment profile.

The fact that in the Portfolio Management Service the client does not actively participate in making individual investment decisions does not mean that he is removed from the evolution of his portfolio. He receives immediate information about the transactions that take place in his portfolio and regular information about the returns and risk level of his portfolio.

SAFE ADVISORS, through its experienced Advisors, will always be available to provide the client with information on current developments in the markets and the investment decisions made by the Manager based on these developments.

The main advantages of Portfolio Management are the professional, objective management and the speed with which investment decisions are implemented, which in the rapidly evolving economic environment, can play a significant role on the final returns of a portfolio.

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