{"name":"J. Safra Sarasin home page","domain":"jsafrasarasin.com","url":"https://optimly.ai/brand/j-safra-sarasin-home-page","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"J. Safra Sarasin is a global private bank and asset manager providing wealth management, asset management, sustainable investment and tailored investment solutions.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://jsafrasarasin.com","updated_at":"2026-11-07T07:05:25.930217+00:00"},{"key":"description","label":"Description","shape":"text","content":"The J. Safra Sarasin Group is a global private banking and investment management group with a heritage dating back to 1841. It emphasizes continuity, stability, solidity, sustainability, discretion and long-term value for clients.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://jsafrasarasin.com","updated_at":"2026-11-07T07:05:25.930217+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"To identify, explore and materialise growth opportunities for clients—for the next quarter and the next generation—and to support the growth and preservation of their assets through tailored investment solutions.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://jsafrasarasin.com","updated_at":"2026-11-07T07:05:25.930217+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"Board of Directors of J. Safra Sarasin Holding Ltd.: Jacob J. Safra, Chairman; Philippe Dupont, Juerg Haller, Jorge A. Kininsberg, Oren-Olivier Puder and John Bertolino, Members. Board of Directors of Bank J. Safra Sarasin Ltd: Juerg Haller, Chairman; Jorge A. Kininsberg, Vice-Chairman; Philippe Dupont, Jacob J. Safra, Oren-Olivier Puder and John Bertolino, Members.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://jsafrasarasin.com","updated_at":"2026-11-07T07:05:25.930217+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://jsafrasarasin.com","source_type":"1p_website","source_label":"Brand's website","source_url":"https://jsafrasarasin.com","updated_at":"2026-11-07T07:05:25.930217+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Formal, conservative, trust-focused and long-term oriented, emphasizing stability, solidity, discretion, sustainability and investment expertise.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://jsafrasarasin.com","updated_at":"2026-11-07T07:05:25.930217+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"1841","source_type":"1p_website","source_label":"Brand's website","source_url":"https://jsafrasarasin.com","updated_at":"2026-11-07T07:05:25.930217+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"Part of the J. Safra Group; the Group describes its ownership structure as multigenerational family ownership.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://jsafrasarasin.com","updated_at":"2026-11-07T07:05:25.930217+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"Helps private and institutional clients preserve and grow wealth through tailored wealth management, asset management, investment advisory, trading and investment product solutions.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://jsafrasarasin.com","updated_at":"2026-11-07T07:05:25.930217+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Wealth management\nAsset management\nExternal asset manager partnerships\nCorporate banking\nTrading and advisory services\nSustainable investment research and solutions\nInvestment advisory solutions\nDiscretionary investment management","source_type":"1p_website","source_label":"Brand's website","source_url":"https://jsafrasarasin.com","updated_at":"2026-11-07T07:05:25.930217+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Sustainable and thematic funds\nStructured products\nBespoke structured products\nPrivate banking and wealth management solutions\nAsset management solutions","source_type":"1p_website","source_label":"Brand's website","source_url":"https://jsafrasarasin.com","updated_at":"2026-11-07T07:05:25.930217+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial services, private banking and asset management","source_type":"1p_website","source_label":"Brand's website","source_url":"https://jsafrasarasin.com","updated_at":"2026-11-07T07:05:25.930217+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Private clients, institutional clients, external asset managers and corporate banking clients.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://jsafrasarasin.com","updated_at":"2026-11-07T07:05:25.930217+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"Demanding private clients seeking wealth preservation and growth, institutional investors, and external asset managers requiring tailored investment solutions and access to in-house expertise.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://jsafrasarasin.com","updated_at":"2026-11-07T07:05:25.930217+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Discretionary portfolio management\nFlexible investment advisory\nCustody and execution services\nLong-term wealth preservation and growth\nSustainable and thematic investing\nInstitutional asset management\nExternal asset manager collaboration\nStructured products for capital protection, income generation, participation or leverage","source_type":"1p_website","source_label":"Brand's website","source_url":"https://jsafrasarasin.com","updated_at":"2026-11-07T07:05:25.930217+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Wealth preservation and growth\nTailored investment solutions aligned with individual circumstances\nStrong long-term investment performance\nDefined structured-product outcomes and targeted risk-return profiles\nAccess to sustainable and thematic investment opportunities\nLong-term financial stability and continuity across generations\nInvestment advice and trading support across global markets","source_type":"1p_website","source_label":"Brand's website","source_url":"https://jsafrasarasin.com","updated_at":"2026-11-07T07:05:25.930217+00:00"}]}],"last_refreshed_at":"2026-11-07T07:05:25.941778+00:00","last_changed_at":"2026-11-07T07:05:25.951724+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=7854f184-c2ba-4d26-bbab-fa740e7c3328"}