SAF & Co.

Overview

SAF & CO is an independent wealth manager serving wealthy individuals and families through advisory investment solutions across global markets. The firm offers access to international products, managers, asset classes and thematic investments through the financial institution selected by each client.¹⁵

History

SAF & CO says it was founded in 2007 to manage assets for ultra-high-net-worth individuals in South America, Europe and Israel. Its Geneva network dates to 1987 and supports investment opportunities and partnerships across global markets.¹

Timeline

1. 1987Its Geneva network dates to 1987 and supports investment opportunities and partnerships across global markets.
2. 2007SAF & CO says it was founded in 2007 to manage assets for ultra-high-net-worth individuals in South America, Europe and Israel.

Leadership

Mauricio Safdié is a founding partner and member of the Investment Committee. The firm says he previously led asset management at Banque Safdié. Alberto Safdié serves on the Investment Committee and is described as a former CEO, partner and president of Banque Safdié’s Executive Committee.¹

Marc Hauser is an Investment Committee member, vice president of the Association Suisse des Gérants de Fortune, and a former Banque Safdié executive committee member and head of asset management. Joseph Safdié also serves on the Investment Committee, bringing experience in fixed income, structured products and private-debt underwriting.¹

SAF & CO says its senior team has more than 30 years of private-banking and global-investment experience and previously managed more than USD 7 billion at Banque Safdié.²

Services

The firm’s wealth-management services include account-opening support, tailored investment strategy, portfolio monitoring and management, investment advisory, and wealth, tax and succession planning delivered through partnerships with legal firms.³

SAF & CO also offers a Global Wealth Fund, described as a globally diversified portfolio designed for long-term wealth growth. The fund uses active rebalancing across regions, themes and asset classes, supported by research from global financial institutions.⁴

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Family governance and education
• Cross-border planning

Client Focus

SAF & CO focuses on wealthy and ultra-high-net-worth individuals and families, particularly those with connections to South America, Europe and Israel. Its model is designed for clients seeking globally diversified investment access and coordinated wealth planning.¹

Approach

The firm describes an investment process that considers environmental, social and governance factors, including the exclusion of non-responsible assets and practices.⁴

SAF & CO states that it provides investment access through the institution chosen by each client, combining tailored advice with a broad selection of global products, managers, asset classes and thematic investments.⁵

Regulatory Status

FINMA’s authorised list includes SAF & Co Financial Services SA in Geneva as a manager of collective assets.⁶

FAQs

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Sources

1. SAF & CO, About Us
2. SAF & CO
3. SAF & CO, Wealth
4. SAF & CO, Global Wealth
5. SAF & CO, Wealth
6. FINMA, Authorised Institutions and Persons

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.