Bank J. Safra Sarasin AG

Bank J. Safra Sarasin AG – Excellence in Private Banking and Sustainable Investments

Trusted Swiss Banking Since 1841. Headquartered in Basel, Switzerland, Bank J. Safra Sarasin AG blends traditional Swiss private banking values with a modern, sustainable investment philosophy. With a presence in over 30 global financial centers, the bank serves discerning private clients, institutions, and corporations, offering tailored financial solutions built for long-term success.

Global Presence: 30+ Locations Worldwide
Assets Under Management (AUM): CHF 204 Billion (2024) Source
Regulation: Licensed and supervised by FINMA
Awards: Leader in Sustainable Private Banking (2023, 2024)

Sustainability-Driven Private Banking

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At the heart of Bank J. Safra Sarasin’s approach is a commitment to sustainable wealth creation. Their personalized strategies are crafted to both grow and preserve assets while upholding ESG (Environmental, Social, and Governance) standards.

Private Banking Services

Bespoke wealth management strategies tailored to family legacy and future needs
Estate planning and succession structuring
Multi-generational financial advisory and governance

Asset Management

Active portfolio management based on in-depth research and long-term macroeconomic trends
ESG-integrated investment products
Proprietary sustainable investment framework

Investment Funds

A broad range of diversified mutual funds and thematic strategies
Balanced portfolios combining equities, fixed income, and alternative investments
Fund solutions managed by in-house specialists for institutions and private investors

Strategic Expansion: Digital Innovation through Saxo Bank

In 2025, Bank J. Safra Sarasin acquired a majority stake in Saxo Bank, enhancing its digital capabilities and online trading ecosystem. This move enables clients to benefit from: