J. Safra Sarasin
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J. Safra Sarasin is a private bank headquartered in Basel and founded in 1841, now managing CHF 224.2 billion in assets. The bank specializes in investment management and wealth advisory for private clients, families, and institutions across Europe and beyond. Their strength lies in tailored investment solutions, often working directly with clients to design portfolios matched to specific needs and time horizons.
J. Safra Sarasin fits expats relocating with investment portfolios or substantial savings who want a traditional Swiss bank outside the major financial centers. Basel's location provides a different vibe than Zurich or Geneva while maintaining institutional credibility. If you're drawn to a bank with deep roots, careful portfolio management, and a more regional Swiss feel, this option offers a strong alternative to the better-known names.