Asset Management and investment products
We have a global mind-set, we act with high conviction and we are risk aware
Within our investment teams we share the values of being flexible and open-minded, acting decisively and with high conviction, having a strong focus on risk management when entering trades, monitoring risks actively and also explaining the performance drivers of our strategies.
Our goal is to provide our clients with products and solutions where we can demonstrate specialist knowledge and excellence. We have developed several key competencies and specialties across asset classes: Fixed Income, Equities, Multi-Asset as well as in Quant and Alternatives strategies.
All our investment strategies are available under the form of mandates, where the constraints and limits can be tailored to your needs, and under the form of collective vehicles.
The portfolio's performance and composition can be personally discussed at any time and monitored via our written reports or online via our e-services.
Private Label Funds
We offer certain institutional clients the possibility of setting up funds under their own name, with either Switzerland or Luxemburg as a domicile.
Sarasin Investment Foundation
Founded in 1991, the SAST investment foundation mainly serves small and mid-sized pension funds, vested benefits foundations, Pillar 3a foundations and other company pension schemes.
Bank J. Safra Sarasin’s structured products can provide capital protection, a fixed source of income or higher than average returns. They are made up of a traditional underlying financial instrument (for example equities, fixed income securities) and derivatives (usually options).
As an accomplished investor itself, the Group has a long history of being involved in private markets transactions and also being an active investor in alternative strategies. We provide our clients with highly specialised solutions in Real Estate, Private Equity and in Alternatives. Together with our partners we also provide access to Insurance investments, senior loans and private debt markets.