J. Safra Sarasin
J. Safra Sarasin is a privately held Swiss private bank (founded 1841) offering bespoke wealth management, asset management, custody, and trading services to high-net-worth individuals, institutional investors, and external asset managers across more than 30 global offices.
- Company typePrivate
- Founded1841
- HeadquartersBasel, Switzerland
- Headcount1,001–5,000
- GTM typeB2B and B2C
- OfferingServices
What J. Safra Sarasin does
J. Safra Sarasin is a privately held Swiss private bank headquartered in Basel, founded in 1841 and controlled by the Safra and Sarasin families. The group provides wealth management and asset management services — primarily to high-net-worth individuals and families, institutional investors (pension funds, insurers, family offices), and external asset managers — through more than 30 offices across Europe, Asia, the Middle East, and Latin America, with dedicated relationship managers delivering bespoke discretionary, advisory, custody, lending, and pension planning services. As of 31 December 2025, the group reported CHF 228.5 billion in assets under management, CHF 49.5 billion in funds and mandates, CHF 31.8 billion in sustainable AUM, operating income of more than CHF 1.7 billion, and net profit of CHF 522.3 million, supported by a 35% CET1 capital ratio.
J. Safra Sarasin firmographics
Firmographics- Name
- J. Safra Sarasin
- Legal name
- J. Safra Sarasin Group
- Website
- https://www.jsafrasarasin.com
- Company type
- Private
- Founded year
- 1841
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Short description
- J. Safra Sarasin is a privately held Swiss private bank (founded 1841) offering bespoke wealth management, asset management, custody, and trading services to high-net-worth individuals, institutional investors, and external asset managers across more than 30 global offices.
- Ownership category
- akta.pro rank
J. Safra Sarasin industry classification
Industry- Product category
- Private Banking and Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Depository Credit Intermediation (5221), All Other Financial Investment Activities (52399)
- SIC
- Investment Advice (6282), National Commercial Banks (6021), Finance Services (6199)
- akta.pro primary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
- akta.pro secondary industries
- Private Banking Cross-Border & International Wealth Services (FSABADAL), Wealth Lending & Credit Solutions (Lombard/Margin, Mortgages, Structured Credit) (FSAAABAG), Private Banking Lending (Securities-Backed, Real Estate, Structured Credit) (FSABADAE), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where J. Safra Sarasin is headquartered
LocationHeadquarters
- HQ city
- Basel
- HQ country
- Switzerland
- HQ region
- Europe
Offices22 records
Markets served
J. Safra Sarasin business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management Fees: Fee-based revenue from managing client assets under management including advisory fees, management fees, and performance fees for private banking clients
- Asset Management Fees: Fees from managing mutual funds, thematic funds, and sustainable investment mandates for institutional and private clients
- Trading Services Revenue: Commissions and fees from trading services, custody, and execution services for clients
- Lombard and Credit Facilities: Interest income from lending against securities collateral and other credit facilities extended to wealth management clients
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Private banking services quoted based on client profile and assets under management |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels4 records
J. Safra Sarasin product offering
Product offeringCore offering
J. Safra Sarasin is a Swiss private bank providing bespoke wealth management to high-net-worth individuals and families, and institutional-grade asset management globally. Services span discretionary portfolio management, investment advisory, custody and execution, lombard lending, mortgages, Swiss pension planning, sustainable investing, and thematic/sustainable mutual funds, with the 2026 acquisition of Saxo Bank adding digital trading and Banking-as-a-Service capabilities.
Product overview
J. Safra Sarasin operates as a unified private banking and asset management platform offering integrated services across wealth management, asset management, corporate banking, and trading services. The core product portfolio centers on Wealth Management (discretionary portfolio management, investment advisory, custody, private equity, hedge funds, lombard loans, mortgages) and Asset Management (equities, fixed income, multi-asset, systematic, alternatives and real estate, and bespoke solutions) with CHF 228.5bn in total assets under management. The group provides specialized offerings including Sustainable Investments (with proprietary ESG ratings covering 16,000 companies), Swiss Pension Planning (Pillar 3a Foundation and Vested Benefits Foundation), and a suite of funds. Following its 2026 majority acquisition of Saxo Bank (approximately 71%), the group has integrated Danish fintech capabilities to enhance its digital trading infrastructure and Banking-as-a-Service offerings. Services are delivered through over 30 global offices with digital platform access for clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Bespoke private banking services for high-net-worth individuals and families including sustainable private banking, discretionary portfolio management, investment advisory, custody and execution, private equity, hedge funds, lombard loans, mortgages, financial planning, and real estate services.
- Asset Management Global asset management division offering actively managed sustainable strategies across equities, fixed income, multi-asset, systematic, alternatives and real estate, and bespoke mandates, with CHF 49.5 billion in assets under management in funds and mandates.
- External Asset Managers Services Dedicated advisory and support services for independent external asset managers, including 24-hour trading, structured products, sustainable investments, advisory, custody, research access, and targeted products.
- Corporate Banking Banking services tailored for corporate clients, including treasury and trade finance needs, often paired with wealth management services for company principals and shareholders.
- Trading Services Trading and execution services offering clients access to multi-asset execution across equities, fixed income, forex, and derivatives, leveraging the Saxo Bank digital trading infrastructure.
- Sustainable Investments Sustainable investment offering with over 35 years of expertise, anchored by a proprietary ESG Rating system covering 16,000 companies and applying exclusion, integration, contribution/impact, and stewardship (company dialogue and proxy voting) approaches.
- Investment Advisory Solutions Advisory services for investment strategies in which the bank provides recommendations while clients retain discretion over execution.
- Discretionary Investment Management Fully managed investment portfolios in which the bank exercises discretionary authority to invest and rebalance on the client's behalf within agreed mandates.
- Swiss Pension Planning Comprehensive Swiss pension planning services including the J. Safra Sarasin Pillar 3a Foundation and the J. Safra Sarasin Vested Benefits Foundation for retirement provision optimisation.
- J. Safra Sarasin Pillar 3a Foundation Tax-privileged retirement savings account for Swiss residents, with maximum annual contributions of CHF 7,258 for employees and CHF 36,288 for self-employed individuals.
- J. Safra Sarasin Vested Benefits Foundation Foundation for preserving pension entitlements when changing employers, offering tax-optimised investment options including individual asset management for clients with assets exceeding CHF 500,000.
- Investment Foundations Investment foundation services enabling institutional clients to structure and access pooled investment vehicles.
- Tailored Fund Solutions Customised fund structuring and management services for clients requiring bespoke pooled vehicles.
- Real Estate (JSSREM) Real estate investment and management services operated under the JSSREM brand.
- Funds Unique portfolio of thematic and sustainable investment funds managed by the Asset Management division of J. Safra Sarasin.
- Digital Services Online and digital banking services for J. Safra Sarasin clients, including secure client login and digital platform access for account servicing and information.
- Saxo Bank Trading and Investment Platform Danish multi-asset online trading and investment platform providing equities, fixed income, forex, and derivatives execution, plus Banking-as-a-Service capabilities for institutional clients, now operating under J. Safra Sarasin majority/100% ownership.
Quantifiable outcome
- Assets under management grew to CHF 228.5 billion driven by new client inflows and market gains in 2025
- +3 more outcomes
Companies that use J. Safra Sarasin
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
J. Safra Sarasin technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
J. Safra Sarasin partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Golding Capital PartnerscorePartnership established to distribute private markets solutions through Bank J. Safra Sarasin's Swiss institutional network, focusing on pension funds, family offices, and insurance companies. The collaboration provides access to diversified portfolios including co-investments and secondaries, leveraging Golding's private markets investment expertise.
- Twelve SecuriscoreDistribution partnership extended to Italy and Spain enabling local investors to access insurance-linked securities and catastrophe bond funds. Expanded collaboration aims to enhance diversified, sustainability-focused investment strategies in these markets.
Scale indicators12 records
Recent moves6 records
Expansion highlights6 records
J. Safra Sarasin competitors and assessment
Company assessmentMarket position
Competitive moat6 records
Key highlights7 records
Customer concentration
J. Safra Sarasin social profiles
Digital presenceJ. Safra Sarasin financial estimates
Financial estimateRevenue estimate
Valuation estimate
J. Safra Sarasin leadership team
Management profileNumber of profiles
Profiles1 record
J. Safra Sarasin subsidiaries and ownership
Company hierarchySubsidiaries12 records
J. Safra Sarasin funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
J. Safra Sarasin M&A and investment
M&A and investmentM&A2 records
Investments5 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about J. Safra Sarasin
What does J. Safra Sarasin do?
J. Safra Sarasin is a Swiss private bank providing bespoke wealth management to high-net-worth individuals and families, and institutional-grade asset management globally. Services span discretionary portfolio management, investment advisory, custody and execution, lombard lending, mortgages, Swiss pension planning, sustainable investing, and thematic/sustainable mutual funds, with the 2026 acquisition of Saxo Bank adding digital trading and Banking-as-a-Service capabilities.
Is J. Safra Sarasin a public or private company?
J. Safra Sarasin is a private company. It is classified as family owned and is currently operating.
When was J. Safra Sarasin founded?
J. Safra Sarasin was founded in 1841. It employs 1,001 to 5,000 people.
Where is J. Safra Sarasin based?
J. Safra Sarasin is headquartered in Basel, Switzerland, in the Europe region.
How does J. Safra Sarasin make money?
Four revenue lines are on record. Wealth Management Fees are the primary driver. The others are asset Management Fees, trading Services Revenue and lombard and Credit Facilities.
Does J. Safra Sarasin have an API?
No public API is recorded for J. Safra Sarasin.
What industry is J. Safra Sarasin in?
J. Safra Sarasin's product category is Private Banking and Wealth Management. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management, with a secondary code of FSABADAL, Private Banking Cross-Border & International Wealth Services. Its NAICS code is 523940 and its SIC code is 6282.