Banque J. Safra Sarasin (Luxembourg) SA - Dutch Branch

Banque J. Safra Sarasin (Luxembourg) SA – Dutch Branch is the Netherlands outpost of the Luxembourg bank within the Swiss-based J. Safra Sarasin Group, servicing Dutch and wider Benelux clients through a local team while booking client relationships with the Luxembourg entity. The branch focuses on discretionary and advisory portfolio management, custody, and investment services for high-net-worth individuals, families, entrepreneurs, and family offices, with access to direct securities, proprietary and third‑party funds, structured products, and, where appropriate, alternative investments; credit solutions such as Lombard lending against financial assets may be available subject to underwriting and collateral requirements. Wealth planning support is typically provided in coordination with internal specialists and external advisors; the bank does not provide Dutch tax or legal advice and expects clients to obtain independent advice where needed. Client onboarding is subject to standard AML/KYC checks, source‑of‑wealth verification, and minimum relationship sizes; fee schedules depend on the chosen mandate and may include management, custody, and transaction charges, with lending priced over relevant benchmarks, all disclosed in client documentation. The Dutch Branch operates under the EU single passport as a branch of a Luxembourg credit institution, prudentially supervised by the Luxembourg regulator (CSSF) and subject to applicable Dutch host‑state requirements, including conduct supervision by the AFM and oversight by De Nederlandsche Bank for certain areas; MiFID II, PRIIPs, and GDPR apply. Deposits and eligible cash balances are covered by Luxembourg’s deposit guarantee scheme (FGDL) up to EUR 100,000 per depositor per bank, and qualifying investment claims fall under the Luxembourg investor compensation scheme (SIIL) up to statutory limits; coverage details and exclusions are provided at account opening. Clients have access to e‑banking and periodic reporting, with multi‑currency accounts and custody arrangements generally held with the Luxembourg booking center; order execution, best‑execution monitoring, and conflict‑of‑interest management follow the bank’s published policies. Investment products carry market, credit, currency, liquidity, and operational risks, and sustainable investment features—where offered—are governed by product documentation and SFDR classifications rather than guarantees. Operational language is typically English or Dutch, and service availability, product scope, and eligibility can differ based on client domicile and regulatory status in the Netherlands.