185 Years of Private Banking Heritage, A Legacy of Forward-thinking Stewardship

The J. Safra Group, marking its 185th anniversary, stands ready to navigate the evolving financial landscape through a harmonious blend of its rich heritage and strategic modernization. The recent acquisition of Saxo Bank bolsters Bank J. Safra Sarasin with a state-of-the-art digital infrastructure and sets the stage for a transformative evolution in its approach.

By harmonizing advanced financial technology with its signature personalized advisory services, the bank proves that safeguarding a legacy can coexist with building a business equipped for the future. This strategic move arrives at a pivotal moment, especially in Asia, where an estimated USD 5.8 trillion in family wealth will undergo intergenerational transfers by 2030, the largest such movement in history, according to McKinsey.

Ultra-high-net-worth and high-net-worth families confront a unique challenge today: partnering with an institution that balances enduring, long-term stability with cutting-edge innovation. Established trust is the foundation of the J. Safra Sarasin Group's journey spanning two centuries. The bank has earned a sterling reputation for financial robustness and disciplined stewardship, earning it the title of the Best Performing Bank in Switzerland in The Banker’s Top 1000 World Banks for 2025 and 2026.

Operating from over 35 locations across Europe, Asia, the Middle East, and Latin America, J. Safra Sarasin boasts a conservative and robust balance sheet, with Standard & Poor’s rating it as "A" for long-term and "A-1" for short-term counterparty credit. This financial fortitude underscores the bank's unwavering commitment to preserving client wealth through meticulous risk management.

The wealth of the J. Safra Group extends to 33 countries and more than 230 locations globally through its three distinct sub-groups: J. Safra Sarasin (including Saxo Bank), Banco Safra, and Safra National Bank of New York, each maintaining its independence from a consolidated oversight perspective. Upon completing the Saxo Bank acquisition in March 2026, the Group's combined assets under management surpassed USD 610 billion as of June 2026.

In Asia, where markets are rapidly evolving, Bank J. Safra Sarasin acknowledges that stability must be coupled with continuous adaptation. The Saxo Bank acquisition is a crucial step in this strategy, reflecting the Group's strategic pursuit of integrating outstanding innovative financial services businesses to amplify its core private banking and wealth management capabilities through advanced digital capabilities.

The integration of Saxo Bank's technology is enhancing agility and operational efficiency across Bank J. Safra Sarasin, resulting in a differentiated market proposition: a unique fusion of centuries-old Swiss private banking expertise with the speed, scalability, and adaptability of a contemporary fintech platform. This transformation propels the bank toward becoming one of the world's most digitized private banks, all while maintaining its core mission of facilitating the seamless transfer of wealth across generations.

Recognizing the significance of Asia, where wealth creation is surging, Bank J. Safra Sarasin has established a strong presence in Hong Kong and Singapore, offering tailored private banking services rooted in local knowledge but underpinned by global acumen. Industry projections indicate that emerging markets will generate an additional USD 7 trillion in financial wealth by 2030, solidifying Asia's role as the primary driver of global wealth growth.

To seize this opportunity, the bank continues to invest in both infrastructure and talent. Andy Chai, Asia CEO at Bank J. Safra Sarasin, emphasizes the ongoing emphasis on prudence, efficiency, and process optimization, coupled with transformative investments aimed at securing the bank's future infrastructure. Chai also highlights the critical role of human expertise alongside technological advancements: "Recruiting elite talent in this competitive industry is paramount, and we have excelled thus far and will continue to advance with conviction and confidence."

The bank's global standards are rigorously upheld at the local level, with discretion, long-term value creation, and client-centric service serving as the cornerstones of its Asia-focused platform, anchored in Hong Kong and Singapore. These regional efforts, unified under a consistent approach, combine global institutional strength with localized expertise to cater to the sophisticated needs of Asia's burgeoning wealth ecosystem.

With 185 years of legacy, the J. Safra Sarasin Group remains committed to evolving without compromising its foundational values. Backed by an unparalleled capital base, a digitally transformed ecosystem propelled by the Saxo Bank acquisition, and a steadfast management team dedicated to Asia, the bank is poised to serve the region's wealth demands today and for generations to come.