Private Wealth Services
Our private wealth solutions consist of:
We accompany you during the various stages of your investment with tailored and long-term solutions, ranging from wealth management to succession planning, to property management and fiduciary services.
Our clients are at the heart of our business and we understand that every family and every individual has different values and aspirations. We provide effective ways of managing your capital through the cycle of wealth generation, consolidation and succession.
All our partnerships start with detailed meetings with our clients to lay the proper foundations upon which all our structuring exercises rest.
Our corporate service solutions comprise of:
At SAFYR UTILIS, we understand the need for prompt delivery of services for companies and financial institutions operating in an increasingly compliance-geared environment. Our aim is to assist you with corporate services in accordance with the existing legal framework so that you are free to focus on other aspects of your business.
We draw on the significant experience garnered over years of operating in the sector, a bilingual workforce and qualified staff members ranging from accredited accountants to company secretaries. We recognise that cost efficiency is a prerequisite for our clients, more so during trying times, and pride ourselves in offering value for our services.
Our fund administration solutions comprise of:
At SAFYR UTILIS, we provide fund managers a reputable and safe platform to launch and house their investment funds globally. Our fund services range from advisory i.e., structuring to back-office administration.
Through our services, we allow fund managers to focus on their expertise. Our fund reporting system produces accurate information in a timely and efficient manner, thus allowing all stakeholders to take the best decision at any point in time.
We aim to be efficient by streamlining the information channel between fund management teams, board of directors, investment committee and investors.