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J. Safra Sarasin

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J. Safra Sarasin

Category
Private Bank
HQ
Switzerland

J. Safra Sarasin offers family offices and young entrepreneurs a powerful combination of 180 years building wealth for multiple generations of clients, the principles and values of a family owned bank, a 30+ year track record as the global pioneer in sustainable investing, and a bespoke technology platform.

Key Company Info

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Company

Facts about the company

AuM

CHF 166.95bn

Founded
Employees
Clients

Facts about the clients.

Focus
  • Single-family offices
  • Multi-family offices
  • UHNW Individuals

J. Safra Sarasin's Values

Continuity, Solidity, and Long-term added value

What matters to the next generation?

Beyond service offering and financial returns, there are other factors that we also compare different providers on.

Clear purpose

Having a clearly communicated purpose that tells us "why" they exist and what they stand for.

Transparency

In the Google age, transparency is key. How do they practice openness and collaboration?

Authentic sustainability

Everyone's talking about sustainability these days. We look at who is walking the walk. 


Equality & diversity

Concerns around equality and diversity are now mainstream, but who is practicing what they preach?

Agility

In an ever evolving business reality, the ability to be agile and adapt in realtime is crucial. 


Digital excellence

Today where digital is a given, we explore how integrated are they to this new reality?

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