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Advisory - Thorough, professional and personalised

As a private bank, our priority is to build close relationships with our clients over the long term, in many cases even across several generations of clients. Clients of Bank J. Safra Sarasin can always rely on their advisor's extensive specialist and personal skills to come up with a solution tailored to individual needs.

Our services

Investment Advice
Our individual investment advice takes the form of a continuous dialogue between clients and our investment advisors. To us, an effective investment advisory service means taking an all-round approach when assessing and advising clients, so as to ensure that their requirements are consistently monitored and met by personalised solutions.
  • Analysis of your financial situation: the basis of our investment advice
  • Personalised financial and investment proposals through ongoing advice
Portfolio Advisory
Portfolio Advisory is an active advisory mandate for managing your assets. We combine our experience and expertise in the areas of sustainability analysis, financial analysis, portfolio construction, asset management and personal support to offer a new service which places you at the centre.
Investment Advisory
Our Investment Advisory is tailored to clients who like to be actively involved in investing. Our excellent availability, market proximity and team of experienced specialists are just some of the factors that ensure our clients always receive a top-class service.
Private Solutions - Adopting a total wealth perspective in Private Banking
A large proportion of private wealth is held in illiquid or captive form, while only a fraction comprises liquid assets such as marketable securities or cash. Illiquid wealth typically consists of various elements such as captive equities, real estate holdings, fixed income paper, intellectual property and lifestyle assets.
Private Solutions philosophy:
  • Your situation and your requirements: We listen to you and ask the right questions.
  • We build a team with dedicated specialists in order to meet your needs.
  • We take a holistic view of your private wealth. Non-bankable assets do make a difference.
  • Our solutions are built on expertise in monetisation, restructuring and execution.
Islamic Wealth Management
Islamic banking is based on the compliance of the rules with Islamic law. It encourages trade and favors real economic activities. Our Bank supported by our independent Sharia Advisory Board offers the full private banking range of solutions fitting for Islamic, but also non-Islamic investors.