Private clients

Private Banking – Discretion, continuity and security

Our Private Banking services provide an excellent foundation for you to successfully invest and preserve your wealth. You can count on our solid capital strength and low risk profile in all our areas of activity.

A high standard of quality and a solid capital base

The personalised advisory services provided by Bank Sarasin are rooted in the ethos of the traditional private banker, where continuity is a mainstay. The high standard of quality we consistently aspire to is reflected in our ability to identify individual client needs and create tangible added value for the customer. Our solid capital base is underpinned by our alliance with our majority shareholder Safra.

Success factors: know-how, innovation and tradition

Bank Sarasin has a long pedigree in asset management and investment advisory services. One of the key success factors for individual preservation of wealth is the know-how of our staff. The effective use of innovative products and investment concepts is another important ingredient of our success.

Are you looking for financial advice?

Bank Sarasin acts in an advisory capacity to private clients who are interested in successfully implementing their own investment ideas. Experienced client advisers support you in optimising your portfolio and keep you informed of market developments and investment opportunities. To preserve the value of your private wealth over the long term, you can also take advantage of our inheritance and financial planning services, as well as receiving advice on tax matters.

Click here for more on our investment advisory services

Do you want our experts to look after your portfolio?

If you would like to see your assets invested successfully but prefer not to be involved in investment decisions yourself, you are in good hands. Asset management is our core skill. Whether you prefer to leave all investment decisions to us or would like to be closely involved in the investment process – Bank Sarasin lets you participate as much as you like.

More information on our portfolio management services

Our services and fees

Click on the link below for an overview of our services and fees for private clients in Switzerland

Services and fees (735 kB)

Sarasin account products (56 kB)

Investment Conference Call of 06.05.2013