As an international group committed to sustainability, J. Safra Sarasin is well established through its banks in more than 25 locations in Europe, Asia, the Middle East and Latin America. A global symbol of private banking and wealth management tradition, the group emphasises security and well-managed conservative growth for its clients.

J. Safra Sarasin is a leading sustainable private bank, offering all the advantages of the Swiss banking environment together with dynamic and personalised advisory services focusing on opportunities in international financial markets. The Bank provides a high level of services and expertise when acting as investor advisor and asset manager for private and institutional clients. Financial strength, excellent client services and outstanding quality are therefore key elements of its corporate philosophy. 

J. Safra Sarasin’s most valuable capital is its employees. They are essential to the success of the organisation, now and in the future. Their technical expertise, professional qualifications and social skills are highly valued by the Group’s clients, Management and business partners. The success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees worldwide and J. Safra Sarasin is particularly keen to ensure that they are treated in a fair manner. At J. Safra Sarasin, employees are very much aware of their entrepreneurial responsibilities. 

Banking

Sustainability

J. Safra Sarasin

Daniel Belfer

Karsten Junius

Thomas Lejeune

Sacha Kienle

Andreas Linder

Philipp Bärtschi

Simon Ng Cpa

Frank Maestre

Giles F.

Jonathan Swann

Dario Morelli

Gary Lui

Daniel Wild

The Portfolio Management Team at J. Safra Sarasin is responsible for overseeing and managing client investment portfolios, ensuring adherence to the bank’s commitment to sustainable and conservative growth. This team leverages its expertise across various asset classes and market opportunities to optimize investment strategies for both private and institutional clients. Key functions include asset allocation, risk management, and performance monitoring, providing personalized and dynamic advisory services in line with the bank’s high standards of financial security and client service excellence.

Portfolio Management Team

Investment and Risk Management

Leadership Team

Management Team

Portfolio Management Team

About

Team members

Other teams at J. Safra Sarasin

Investment and Risk Management

Leadership Team

Management Team