J. Safra Sarasin (摩纳哥) — 摩纳哥

J. Safra Sarasin (Monaco) — Monaco

Brief history and founding

J. Safra Sarasin 是一家具有深厚欧洲和国际私人银行传统的瑞士私人银行集团。其渊源反映出两种互补的银行传统：在瑞士历史悠久的 Sarasin 银行，以及 Safra 家族的国际银行业务。Bank Sarasin 于19世纪在巴塞尔成立，发展成为公认的瑞士私人银行；后来与 Safra 集团的整合形成了今天为人所知的 J. Safra Sarasin 品牌。

摩纳哥业务是 J. Safra Sarasin 集团的本地分支，设立目的是为居住在或在该公国运营的私人客户、家族和精选企业客户提供服务。摩纳哥实体借助母公司集团的瑞士财富管理传承，同时将服务适应摩纳哥的特定需求和监管环境。

Type of bank

J. Safra Sarasin (Monaco) 的主要职能是作为私人银行与财富管理机构。其核心关注点是为高净值个人、家族办公室和小型机构客户提供私人银行和资产管理服务。除了纯粹的私人银行业务外，摩纳哥分行还提供咨询与投资服务、受托和托管安排，以及面向富裕私人客户及其商业利益的精选企业与商业银行解决方案。

Key services offered

The Monaco office typically provides a range of services aligned with private banking and wealth management. These commonly include:

• Personal banking and deposit accounts (multi-currency and advisory-driven account structures).
• Discretionary portfolio management and investment advisory services.
• Asset and wealth planning, including succession and intergenerational wealth transfer advice.
• Custody and safekeeping of securities and structured products.
• Credit and lending facilities tailored to private clients (e.g., Lombard lending, credit lines secured on portfolios).
• Financing solutions for property and bespoke credit needs for wealthy individuals and family enterprises.
• Investment products including funds, structured products and alternative asset access via the group’s investment platform.
• Corporate and trust/fiduciary services for family offices and private companies, subject to local regulation.
• Emphasis on ESG and sustainable investment strategies, reflecting the group’s broader commitment to responsible investing.

Services offered can vary by jurisdiction and client profile; specific products available in Monaco should be confirmed directly with the bank.

Notable features or specializations

• Swiss private-banking heritage: the Monaco office benefits from the group’s Swiss risk culture, conservative approach to capital preservation and long-term client relationships.
• Family ownership and stability: the J. Safra group is widely known for family ownership and conservative management, which influences its long-term strategic pers