01 · AT A GLANCE
Swiss private bank combining wealth management, trading and corporate banking
- FINMA-authorised Swiss private bank founded in 1841
- Investment advice, discretionary management, custody and execution
- Lombard loans, mortgages and financial planning in Switzerland
- Swiss deposit protection up to CHF 100,000 per client and institution
Not documentedThe bank documents reviewed here state no minimum for opening an account. That does not mean there is none; the bank may state one on request.
Affluent, Wealth management, Private banking, Institutional, Corporate
German, English, French
02 · ACCOUNTS AND PRODUCTS
Documented accounts and products.
Investment Advisory Solutions
Four advisory engagement models — Classic, Active, Portfolio and Expert — ranging from relationship-manager support to proactive portfolio and specialist advice.
- Segment
- Private banking
Discretionary investment management
Actively managed, diversified portfolios aligned with the client's risk profile, including sustainable, thematic, equity-income, multi-manager, emerging-market fixed-income and customised premium approaches.
- Segment
- Wealth management
Safekeeping and custody
Safekeeping of financial instruments under the bank's custody terms, with client securities segregated from the bankruptcy estate under the described Swiss rules.
- Segment
- Private banking
Custody & Execution
Self-directed custody and order execution with access to securities, options, futures, foreign exchange and precious-metals trading, including round-the-clock trading access.
- Segment
- Private banking
Private Equity opportunities
Opportunities to participate in private-equity investments sourced through the group's global network and investor relationships.
- Segment
- Wealth management
Institutional Hedge Fund Solutions
Hedge-fund solutions ranging from commingled products to customised discretionary and advisory mandates, supported by manager selection and risk-management capabilities.
- Segment
- Institutional
Lombard loans
Collateralised lending against a diversified liquid portfolio, intended to meet cash needs without requiring the underlying assets to be sold.
- Segment
- Private banking
Mortgages
Mortgage models tailored by the bank's real-estate specialists to a client's circumstances and residential or holiday-property financing needs.
- Segment
- Private banking
Financial planning
Swiss financial planning covering retirement, property purchases and sales, philanthropic activities and succession.
- Segment
- Private banking
Fiduciary and money-market deposits
Short- and medium-term cash-placement products with different interest-rate and access characteristics; no public minimum, term table or exact currency list is stated.
Structured products
Tailored structured products for capital protection, yield optimisation, participation or leverage across one or more underlying assets.
Corporate Banking
Services for large corporates spanning lending, financial-market hedging, CHF public-bond or private-placement issuance, and management of excess liquidity and pension assets.
- Segment
- Corporate
03 · WHAT IT COSTS
Published pricing.
J. Safra Sarasin does not publish a banking tariff. Figures circulating on comparison sites are not confirmed by the bank, so none are shown here. Under Swiss FinSA and EU MiFID II rules the bank must give you a full costs-and-charges breakdown before a mandate begins — request that document directly.
04 · SERVICES
What the bank offers.
“Not disclosed” means the bank does not state this publicly — it is not a statement that the service is unavailable.
Investment
- Discretionary portfolio managementOffered
- Investment advisoryOffered
- Execution-only tradingOffered
- Custody and safekeepingOffered
- Private markets accessOffered
Banking
- Multi-currency accountsOffered
- Payment cardsNot disclosed
- Foreign exchangeOffered
Lending
- Lombard lendingOffered
- Mortgages and property financeOffered
Planning
- Wealth and estate planningOffered
Structuring
- Trust and foundation servicesNot disclosed
Digital
- Online bankingOffered
- Mobile app
- iOS
- Android
Card network and platform names are trademarks of their owners. They are shown to record what the bank publishes about its own products, and do not indicate any partnership, endorsement, or affiliation.
05 · SOURCES
Where these figures come from.
Only documents published or supplied by the bank are used. Nothing here is taken from brokers or comparison sites.
Next scheduled review: 31 August 2027. Bank tariffs change frequently — several institutions in this directory revised theirs twice during 2026.