Bank J Safra Sarasin Ltd - Company Profile
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Bank J Safra Sarasin Ltd (Bank J Safra), a subsidiary of J. Safra Sarasin Holding Ltd, is a global bank specialized in private banking services and asset management. The bank offers a comprehensive array of financial services, including investment advisory, asset management, and wealth management solutions. The bank serves private and institutional clients, providing tailored financial solutions to meet diverse needs. It operates through branches and representative offices in various regions, including Europe, Asia, the Middle East, and Latin America. The bank's distribution network includes branches in Guernsey, Hong Kong, and Singapore, as well as representative offices in Israel, Mexico, and Turkey. Bank J Safra Sarasin targets international financial markets, offering services that cater to both individual and corporate clients. Bank J Safra is headquartered in Basel, Switzerland.
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Products and Services
| Products | Services |
|---|---|
| Private Clients: | Wealth Management: |
| Investment Funds | Discretionary Portfolio Management |
| Trading and Structure | Investment Advisory |
| XYZ | XYZ |
| XYZ | XYZ |
| XYZ | XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2026 | Contracts/Agreements | In May, the bank partnered with Golding Capital Partners to distribute private markets solutions to Swiss institutional clients, including co-investments and secondaries. |
| 2024 | Acquisitions/Mergers/Takeovers | In December, the bank acquired 100% of the shares of MIV Asset Management AG. |
| 2023 | Corporate Changes/Expansions | In October, the bank expands with a branch in Baden. |
Competitor Comparison
| Key Parameters | Bank J Safra Sarasin Ltd | Union Bancaire Privee | Banque Cantonale Vaudoise | Edmond de Rothschild (Suisse) SA | Lombard Odier Private Clients |
|---|---|---|---|---|---|
| Headquarters | Switzerland | Switzerland | Switzerland | Switzerland | Switzerland |
| City | Basel | Geneva | Lausanne | Geneva | Geneva |
| State/Province | Basel-Stadt | Genf | - | Genf | Genf |
| No. of Employees | 1,308 | 2,667 | 2,089 | 2,646 | - |
| Entity Type | Private | Private | Public | Private | Private |
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Daniel Belfer | Chief Executive Officer | Senior Management | 2019 | 51 |
| Oliver Cartade | Head - Asset Management & Institutional Clients | Senior Management | 2020 | 50 |
| Stephane Astruc | General Counsel | Senior Management | 2013 | 57 |
| Elie Sassoon | Head - Private Banking Region II and EXAM Division | Senior Management | 2013 | 72 |
| Juerg Haller | Chairman | Non Executive Board | 2019 | 69 |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
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