Bank J. Safra Sarasin AG

Bank J. Safra Sarasin AG is a Swiss private bank headquartered in Basel and part of the J. Safra Group. The current entity was formed after the Safra Group acquired Bank Sarasin and rebranded the business in 2013; the Sarasin franchise traces its origins to 1841 in Basel. The bank focuses on wealth management and asset management for private clients, family offices, external asset managers, and institutions, providing services that include discretionary and advisory mandates, custody and execution, wealth planning, Lombard lending, and Swiss residential mortgages, as well as fund management for institutional investors. It operates from multiple Swiss locations and maintains booking centers and regulated entities in selected financial hubs in Europe, the Middle East, and Asia. Bank J. Safra Sarasin AG is licensed and supervised by the Swiss Financial Market Supervisory Authority (FINMA) and participates in the Swiss deposit insurance scheme (esisuisse), which protects eligible deposits up to CHF 100,000 per client per bank. The bank is not publicly listed and is ultimately controlled within the J. Safra Group, which also includes banking operations in Brazil and the United States. It publishes audited annual and sustainability reports, outlines firmwide policies on stewardship and exclusions, and offers a range of sustainability-themed strategies; capital and liquidity figures are disclosed in line with Swiss and Basel III requirements. Cross-border services are provided subject to local regulations, and client documentation follows Swiss rules on suitability and appropriateness under FinSA.