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 * Services
 * Expertise
 * Company
 * Products

 * Wealth Management
 * Asset Management
 * External Asset Managers
 * Corporate Banking
 * Trading Services

 * Market Views
 * Sustainable Investments
 * Investment Advisory Solutions
 * Discretionary Investment Management
 * Swiss Pension Planning
 * Investment Foundations
 * Tailored Fund Solutions
 * Real Estate

 * About Us
 * Our History
 * Locations
 * Careers
 * Press & Annual Reports
 * Digital Services

 * Funds


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COMMITTED TO CONTINUITY, SOLIDITY AND LONG-TERM ADDED VALUE



The ownership and financial strength of the J. Safra Sarasin Group provide the
stability and consistent long-term approach required for the most demanding
clients.


Get in touch





J. SAFRA SARASIN


A SYMBOL OF PRIVATE BANKING TRADITION

The J. Safra Sarasin Group is a global symbol of private banking tradition and
investment excellence, emphasising security and well-managed,
conservative growth for its clients. The Group is part of the J. Safra Group, a
highly regarded name in global private banking with a long and successful
heritage dating back to 1841.





OUR STRATEGY


A CLIENT-CENTRIC, TAILORED OFFERING WITH GLOBAL ACCESS

We are first and foremost dedicated and committed to our clients and the growth
of their assets. Our Wealth and Asset Management services are systematically
delivered through tailored investment solutions, globally, with a physical
presence in major financial markets.






OUR PROMISES


OUR CORE VALUES

Day after day, year after year, we relentlessly aim to deliver services of the
highest quality, always keeping in mind the Group’s core values.


STABILITY

Stability is delivered through our multigenerational family ownership structure
and highly conservative risk management. This creates the framework for lasting
relationships.


TRUST

Trust is embedded in every service and every process we deliver, simply because
trust can’t be bought, it must be earned, consistently, day after day.


SOLIDITY

Solidity is achieved through our sound capitalisation and high level of
liquidity, always with our clients’ interests at heart.


SUSTAINABILITY

Sustainability provides the focus required for the viability of our investments
and gives us the path required to create continuity across generations.


DISCRETION

Clients always come first and discretion is at the core of everything we do,
creating the backdrop for long-lasting partnerships.


EFFICIENCY

We strive to build smart, pragmatic, simple, yet effective solutions. We always
aim to find the best possible alternatives and deliver the highest quality
services.








OUR CORE ACTIVITIES



Every wealth situation is unique and we want to address each individual
circumstance with a bespoke solution. This is the background for our extensive
range of services and expertise, whether acting as an investment advisor or as
an asset manager for private clients. Our services rely on the deep knowledge of
our staff, the rigour embedded in our processes and the diligence of our
controls. We address each individual situation with the same methodical approach
to ensure consistent quality of services.






WEALTH MANAGEMENT



Quality investments and relationship management centred on client needs are at
the core of our business. Our clients chose between three different engagement
models: discretionary portfolio management, flexible investment advisory and our
custody and execution services.


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EXTERNAL ASSET MANAGERS



We partner with external asset managers to achieve long-term prosperity for
their clients. We consider this to be the best basis for joint success. Our
collaboration with external asset managers is formed through a tailored
cooperation model, personalised services, a dedicated platform, private label
funds and full access to our in-house expertise.


Learn more




ASSET MANAGEMENT



Our Asset Management is designed to deliver strong long-term performance while
ensuring outstanding client servicing. Five core business areas form a strong
unit to the benefit of our institutional clients: research (including
sustainability research, portfolio management, managed portfolio funds, fund
management and institutional & wholesale distribution.


Learn more




TRADING AND ADVISORY



Our global footprint allows us to offer 24-hour trading and advisory services.
Based on our unique network and the access to all financial centres, our clients
benefit from the highest levels of investment consulting and financial
strategies advisory.


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GOVERNANCE





BOARD OF DIRECTORS - J. SAFRA SARASIN HOLDING LTD.



Jacob J. Safra, Chairman
Philippe Dupont, Member*
Juerg Haller, Member*
Jorge A. Kininsberg, Member*
Flavio Romerio, Member*

* Independent member

 





BOARD OF DIRECTORS - BANK J. SAFRA SARASIN LTD



Juerg Haller, Chairman
Flavio Romerio, Vice-Chairman
Philippe Dupont, Member
Jacob J. Safra, Member
Jorge A. Kininsberg, Member





GROUP EXECUTIVE BOARD



Daniel Belfer
Stephane Astruc
Oliver Cartade
Elie Sassoon
Marcelo Szerman








INVESTMENT EXPERTISE


A PROVEN TRACK RECORD OF INVESTMENT EXCELLENCE

Wealth preservation and growth rely on the market expertise and know-how of our
staff, as reflected in our market views.

Access our latest market view




28 LOCATIONS WORLDWIDE


GLOBAL WITH A LOCAL PRESENCE

With a worldwide representation in 28 cities in Europe, Asia, the Middle East
and Latin America we cater to your needs wherever you are. In addition, our
booking centres rely on the Groups banking excellence while constantly adjusting
to local regulations. 

Explore our locations





Learn more about our expertise in sustainable private banking and asset
management.

Follow us on social media for regular updates.


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