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Portfolio management

Portfolio management – one of our core skills

Bank J. Safra Sarasin has specialised in managing client portfolios for many generations. National and international clients take advantage of our portfolio management expertise for investing their assets professionally. Discretion, expertise and first-class quality are inherent in everything we do.
As well as benefiting from the extensive know-how of our specialists, our clients enjoy and appreciate the personalised advice we offer, which is geared towards effective investment solutions. The proximity to clients and market players means we always have our finger on the pulse. This is possible thanks to the nature of the organisation of Bank J. Safra Sarasin, short decision paths, and the close working relationships we enjoy with all our business partners. With a portfolio management mandate, clients delegate investment decisions to Bank J. Safra Sarasin's specialists. They discuss and define the risk profile and investment strategy based on your personal needs and risk tolerance.
The Core of our Investment Philosophy: Sustainability
Portfolio Management takes into account the interplay between ecological, social and economic aspects of sustainable development and uses them to good effect.
Make use of the expertise we have built up as pioneers and current market leaders in sustainable investments and draw on the know-how of our specialists.