Portfolio management – one of our core skills
Bank Sarasin has specialised in managing client portfolios for many generations. If you do not want to occupy yourself with financial markets but want to invest your assets professionally you are in good hands with us. Many national and international clients take advantage of our portfolio management expertise. Discretion, expertise and first-class quality are inherent in everything we do.
Finger on the pulse at all times
Our close proximity to clients and market players means we always have our finger on the pulse. We are quick to spot market signals and new trends, allowing us to respond swiftly. This is possible thanks to the nature of our organisation, our short decision paths, and the close working relationships we enjoy with all our business partners.
We offer professional, personalised solutions
As well as benefiting from the extensive know-how of our specialists, our clients enjoy and appreciate the personalised advice we offer, which is geared towards effective investment solutions. Our clients profit from our extremely diverse investment skills, top-class financial products and investment strategies designed to achieve long-term success. By entrusting the management of your assets to us, you can be sure your portfolio will be managed professionally – leaving you more time for yourself.
We invest for you
With a portfolio management mandate, you delegate investment decisions to Bank Sarasin's specialists. You discuss and define your risk profile and investment strategy with the help of your adviser based on your personal needs and risk tolerance.
Sustainable and tailored to your individual needs
Sarasin Portfolio Management mandates and Sarasin Managed Fund Portfolio are available with the Swiss franc, the euro, sterling or the US dollar as the reference currency.