Who We Are

Mission, Vision & Core Values

“SOFOS” in the Greek language stands for “Wisdom”, and focuses exclusively on providing comprehensive investment advices and private fund management services that surpass the expectations traditionally associated with private banking and wealth management.

Our Vision

SOFOS aims to be the leading wealth management company of choice for the affluent in Asia and Europe, offering responsive, personalised and superior financial services.

Our Mission

To offer all clients the highest standard of wealth management and financial advisory services that we would demand ourselves.

Our Core Values

Responsiveness

Our team of seasoned and client-centric financial professionals keeps abreast of the latest developments in the financial landscape and constantly analyse the best investment options tailored to each of our clients and partners’ requirements

Personalisation

We nurture long-term relationships, not short-term quick fixes. We believe that every relationship is unique, and a personal relationship manager makes collaborations with our clients and partners mutually exceptional and intimate.

Professionalism

We honour our promises and build bridges of trust with our clients, business partners and stakeholders. We set the highest ethical standards to handle our clients’ affairs with utmost confidentiality.