Global portfolio strategy
A disciplined investment framework shaped around your goals, risk capacity, liquidity needs, currencies and time horizon.
Discuss this mandateGlobal wealth advisory
See the whole world.Build wealth with clarity.
Strategic financial guidance for founders, executives, families and institutions navigating opportunity across Africa and the world.
US trainedInvestment banking perspective
Global reachAfrica, USA, Europe and Asia
Founder and Principal AdvisorYannick Salim
US$200MCapital raise experience
4 regionsGlobal market perspective
One viewBusiness and personal wealth
Gemsbok GroupStrategic technology partner, South Africa
The YFA perspective
Your wealth should not be limited by your geography.
Opportunity is global, but good decisions remain deeply personal. YFA brings investment banking discipline, financial advisory judgment and cross market perspective into one confidential relationship.
We help you understand what you own, what you are exposed to and what each decision must achieve before capital moves.
Advisory catalogue
One strategic view across your financial life.
Every engagement is shaped around your goals, complexity and stage of wealth. Specialist legal, tax, banking and regulated execution partners are coordinated where required.
Cross border investment advisory
Navigate opportunities across Africa, the United States, Europe and Asia with clearer structures, diligence and market context.
Discuss this mandatePrivate wealth and family office
Coordinate investments, cash flow, legacy priorities, succession and specialist advice through one trusted strategic relationship.
Discuss this mandateCapital raising and corporate finance
Prepare for capital, sharpen your investment case, assess financing options and manage complex stakeholder conversations.
Discuss this mandateBanking and treasury strategy
Strengthen banking relationships, corporate liquidity, foreign exchange decisions and the productive use of surplus cash.
Discuss this mandateFounder and executive advisory
Connect business ownership, concentrated equity, major liquidity events and personal wealth into one coherent strategy.
Discuss this mandateGlobal diversification
Local knowledge. International opportunity.
YFA helps globally minded clients assess market, currency, liquidity and structural risk before pursuing opportunities in unfamiliar jurisdictions.
Build your global wealth mapAfricaUSAEuropeAsia
YFAGlobal wealth view
Our advisory process
Clarity before complexity.
A disciplined process turns scattered financial questions into confident, accountable decisions.
Discover
Clarify your ambitions, obligations, current holdings and the decisions that matter now.
Diagnose
Map exposures, gaps, concentration, liquidity, currency and structural risks.
Design
Build a practical strategy with clear priorities, decision rules and accountable next actions.
Guide
Review progress, respond to changing markets and coordinate the right specialist partners.
The principal advisor
“Good advice does not begin with a product. It begins with a complete understanding of the person, the capital and the consequence of every decision.”
Yannick Salim
Founder and Principal Advisor
Yannick is a United States trained investment banker and financial advisor with experience spanning banking, investment strategy, corporate finance and complex capital formation.
His transaction experience includes contributing to a US$200 million capital raise for the Dangote Group. Through YFA, he brings institutional thinking to private clients, founders, families and businesses seeking a more global financial strategy.
Investment bankingPortfolio strategyCapital advisoryGlobal markets
Private consultation
Bring us the decision that matters.
Start with a confidential conversation about your portfolio, business, family wealth or next capital decision.
Introductory advisory call30 minutes
Focused, confidential and designed to identify the right mandate.
Request a consultation Availability is confirmed personally by the YFA advisory desk.YFA provides strategic advisory and coordinates regulated specialists where required. Investment values may rise or fall and capital may be at risk. Diversification cannot guarantee a profit or prevent a loss. Services are subject to client eligibility and applicable law.