Institutional clients

Long term value, delivered

Institutional advisory on investment solutions, risk management, and asset allocation has always been at the core of our DNA.

Since our founding over a decade ago, we have advised various regulated financial intermediaries and banks.

Today, we partner with a wide range of institutions and regulated entities in Switzerland and abroad, serving as asset managers for leading life insurance companies in the market.

Our Solutions

We offer asset management and advisory services to insurance companies, banks, large corporations, and other financial institutions. Our expertise enables us to:

  • Manage unit-linked life insurance policies partnering with leading insurance providers in the market.
  • Advise on multi-asset portfolios, delivering tailored solutions that meet diverse investment needs.
  • Optimize asset-liability management for institutions with strict capital requirements and high sensitivity to interest rate changes.
  • Provide multifactorial risk analysis to enhance the efficiency and risk-adjusted returns of institutional-grade portfolios.

Compound interest is the eighth wonder of the world. He who understands it, earns it, he who doesn't pays it.

Albert Einstein

Independently, together

Safe Capital Management SA

Via Serafino Balestra 5
6900 Lugano

+41 91 921 3510
info@safeam.ch
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Safe Capital Management SA is authorized by FINMA and Supervised by OSIF