SAFA Investment Services

Dr. John A. Sandwick is the sole principal. He draws on prior private-banking experience at Credit Suisse, Deutsche Bank (Suisse), and Encore Management, combined with academic work applying Modern Portfolio Theory to sharia-compliant portfolios. No additional investment committee or named analysts are disclosed on the firm's website.

Deal flow is tied directly to Sandwick's personal network in Saudi Arabia and the broader Gulf, built over two decades of structuring sukuk and advising family offices. His academic roles at Al Yamamah University and prior Master Classes for central banks and treasuries in Kuala Lumpur, Dubai, and Almaty provide additional regional origination channels.

The firm's website frames the activity as corporate finance and asset management consulting for Saudi businesses and family clients — not a pooled fund structure. There is no public disclosure of regulatory registration, managed AUM, or fiduciary mandates, which suggests a specialist advisory model rather than a discretionary institutional manager.

Sandwick's credentials include organizing the world's first global sukuk fund, a sukuk participation certificate, and the first-ever mid-market sukuk in Saudi Arabia. Specific issuer names, sizes, and dates are not publicly listed on the firm's website, limiting third-party verification of each transaction.

No. The website presents the practice as a single-advisor consultancy. There is no mention of partners, junior professionals, or a succession plan, making the firm a key-person-dependent entity concentrated in one individual's expertise and regional relationships.