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SAFA Investment Services
Safa Investment Services delivers sharia-compliant asset management. Safa provides a system of asset allocation and security selection proven to equal or...
Overview
Safa Investment Services delivers sharia-compliant asset management. Safa provides a system of asset allocation and security selection proven to equal or exceed conventional investing, grounded in Modern Portfolio Theory and easily adapted to any kind of investor. In Switzerland it operates in wealth and asset management regulated by the Swiss Financial Market Authority.
General information
Firm type
Generalist
Year founded
2012
Location
Region
Europe
Country
Switzerland
City
Geneva
Corporate office
Geneva, Switzerland
Principals
Dr. John A. Sandwick
Specialist in Islamic Finance
Sector focus
Frequently asked questions
Who runs investment decisions at 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.
How does SAFA Investment Services source proprietary deal flow?
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.
What is SAFA Investment Services' track record in sukuk structuring?
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.
Is there a succession or team structure beyond Dr. Sandwick?
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.
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