ABOUT SAFRA INVEST
SAFRA INVEST is a family business founded by Mr. FRASER PHILIP, originally from a Swiss family, and working as a family with his children, to achieve maximum customer satisfaction.
the SAFRA INVEST company acts as a FAMILY OFFICE with the objective of investing in optimal conditions while keeping its clients' assets safe.
SAFRA INVEST
is an investment and management consulting company,
It specializes in management and investment in UNITED KINGDOM, SWITZERLAND and around the world.
In a constantly evolving legislative environment, we offer you tailor-made solutions and products based on your situation and your wishes.
In complete transparency, our remuneration results from the commissions paid, on intermediation operations, by the financial institutions with which we have established privileged partnerships.
SAFRA INVEST OFFERS SPECIALIZED FINANCIAL ADVICE IN TWO ACTIVITIES:
SAFRA INVEST
With decades of experience and a depth of intellectual capital that spans over two generations through his family’s property business, we are a visionary property leaders to not only innovate but to explode through boundaries and strive for unlimited possibilities.
Investments are essential to growing your wealth, but choosing which investments are right for you will depend on many factors.
SAFRA INVEST helps you make the right choice, Whatever your reasons for wanting to invest and whatever your attitude to risk and profit, we will guide you through the options and help you identify the right investment strategy.
We believe that investing wisely shouldn't mean abandoning your ethics or ignoring your impact on the world. A good investment strategy is one that helps achieve your future goals and also helps us build a better world for everyone.
There are many products that we integrate into an investment plan.
“ Building a better future isn't something you just want for yourself. By caring for your future in the most ethical and sustainable way possible, you help ensure a better world for everyone, from your family and friends to your professional colleagues and the people you care about.”
We take a holistic approach to developing comprehensive investment strategies based on the needs and objectives of each of our clients. In addition, we proactively maintain constant contact with them to ensure the the excellence of our services.
We maintain permanent control of the state of each of our client’s investments through customized financial reports, presenting the information in a simple and comprehensive manner.
We keep complete confidentiality about the identity of our clients, their resources and the transactions we execute on their behalf, ensuring maximum privacy at all times.
Along with each of our clients, we develop comprehensive investment strategies in accordance to their individual financial needs and objectives.
Independent investment advisors are private professionals who are NOT dependent on a financial institution to provide their clients with investment management services. wallet or financial advisory services. By not belonging to any other institution, whether a bank, brokerage firm, mutual fund company or insurer, the independent investment advisor is free to act with total independence without incurring a conflict of interest.
Being an independent legal entity recognized by Belgian law, an independent advisor can help investors generate more attractive returns by having the flexibility
to operate with the financial institutions chosen by the client. This allows us to suggest institutions and products that offer the greatest benefits without incurring any
conflict of interest.
The independent advisor helps you determine your individual investor profile, as well as design and execute a tailor-made investment plan based on your objectives
financial, your needs
and risk tolerance. This goes hand in hand with continuous feedback and strict risk management and control to protect your assets and ensure conditions
conducive to better performance.
SAFRA INVEST has a team of asset management experts who continuously monitor our clients' investments, continuously analyzing their results as part of a comprehensive risk management framework. For To achieve this, we rely on prudent discipline in the management of our clients' investments in order to make them more flexible to increasingly dynamic scenarios. presented on the financial markets.