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DirectoryFinance & InsuranceExternal Asset ManagementGenevaSAF & Co Financial Services SA
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SAF & Co Financial Services SA

Summary

About the company

SAF & Co Financial Services SA provides independent wealth management and investment advisory focused on global investment opportunities. The firm offers portfolio strategy, investment advice, account-opening support, open-architecture access to external managers and an in-house platform with research and consolidated reporting.

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Products & services

Industry:External Asset Management
✓ Offered4
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Wealth Management
Wealth Management for diversifying investment portfolios worldwide at the institution of choice; includes account opening, tailor-made investment strategy, portfolio monitoring and tax, asset and succession planning.
Global Wealth Fund
Global Wealth Fund as a globally diversified portfolio actively managed, with a long-term investment focus, access to different asset classes, managers and ESG-oriented processes.
Investment advisory
Investment advisory on global investment opportunities through an experienced senior investment team, with support for portfolio strategy, investment decisions and access to market opportunities.
Account opening and banking interface
Account opening in the desired region and institution as well as coordination with banks with support from the team for access to investment products and managers.

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Location

Cours de Rive 4
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-113.199.727
Founded
2006 · 20 years
Last commercial register change
May 20, 2025
Employees
1 to 10

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