Banque J. Safra Sarasin (Monaco) SA products, services and reviews

About Banque J. Safra Sarasin (Monaco) SA

Banque J. Safra Sarasin (Monaco) SA is the Monaco-based entity of the J. Safra Sarasin Group, a Swiss private banking group headquartered in Basel, focused on serving high- and ultra-high-net-worth individuals, families, entrepreneurs and external asset managers. The bank offers discretionary and advisory portfolio management, execution and custody, access to group-managed funds (including strategies that apply sustainability criteria), equities, fixed income, FX and money markets, as well as structured products and alternative investment access where eligible. Credit solutions typically include Lombard lending secured by liquid portfolios and real estate financing subject to collateral, jurisdiction and underwriting conditions. Ancillary services cover wealth-planning coordination and family governance support carried out with third-party specialists; the bank generally does not provide tax advice. Accounts are available in multiple currencies with e-banking and reporting tools; client onboarding follows standard KYC/AML procedures, and cross-border suitability rules may limit product availability by domicile. Pricing usually combines custody, management and transaction fees, and asset minimums common to Monaco private banking apply; prospective clients should confirm current terms and eligibility. The institution is incorporated in Monaco and operates under local law and applicable supervisory frameworks for credit institutions and investment services in the Principality. As part of a privately owned group with international infrastructure, the Monaco booking center uses group research, risk and operational platforms while maintaining local client coverage.