Financial Mail - Investors Monthly - - Cover Story -

SAS­FIN IS AN AD­VICE-BASED FIRM with strong per­sonal ser­vice, high lev­els of at­ten­tion and in­dus­try ex­per­tise. Clients have ac­cess to market pro­fes­sion­als, ex­ten­sive re­search, reg­u­lar market com­men­tary and rig­or­ous in­vest­ment pro­cesses. Also, reg­u­lar Sas­fin events en­sure that clients re­ceive ap­pro­pri­ate in­sight into lo­cal and in­ter­na­tional mar­kets.

Sas­fin’s bro­kers use third-party trad­ing plat­forms when ex­e­cut­ing on be­half of clients. Trad­ing plat­forms are not cur­rently avail­able to clients, but the firm will soon be in­tro­duc­ing self-ex­e­cu­tion plat­forms via a third party.

The firm de­vel­ops be­spoke so­lu­tions for clients across the spec­trum, but is ex­cel­lent in cater­ing to high-end clients.

So as to not alien­ate young in­vestors, Sas­fin does not set a min­i­mum amount for ex­e­cu­tion-only clients, nor does it pre­scribe an in­vest­ment min­i­mum for dis­cre­tionary ser­vices. The ideal is to part­ner with young in­vestors dur­ing the pro­gres­sion of their fi­nan­cial jour­ney. They can ex­pect an af­ford­able, hands-on and per­son­alised ser­vice.

The firm took third place in the Top Ad­vice Bro­ker cat­e­gory.

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