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

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This dynamic approach comes at a defining moment, particularly in Asia. ^McKinsey estimates that USD 5.8 trillion in family wealth across the region will be transferred between generations by 2030, marking one of the largest intergenerational wealth transfers in its history. Ultra-high-net-worth and high-net-worth families face a distinct challenge today: partnering with an institution that combines established, long-term stability with forward-looking innovation.

Innovation begins with trust. For nearly two centuries, the J. Safra Sarasin Group has built a reputation for financial strength and disciplined stewardship. It was ranked as the Best Performing Bank in Switzerland in The Banker’s Top 1000 World Banks 2025 and 2026, and operates in more than 35 locations across Europe, Asia, the Middle East and Latin America. J. Safra Sarasin Group maintains a highly conservative and strong balance sheet. Standard & Poor’s rates the Bank as “A” for long-term and “A-1” for short-term counterparty credit.

Through this capital strength, J. Safra Sarasin underscores its commitment to preserving client wealth through prudent risk management. For wealthy families, this translates into confidence that their assets are safeguarded by a financial institution built to withstand global market volatility.

This generational perspective is backed by the colossal scale of the broader J. Safra Group, whose banking interests span 33 countries and more than 230 locations globally through its three sub-groups: J. Safra Sarasin (including Saxo Bank), headquartered in Basel, Switzerland; Banco Safra, headquartered in São Paulo, Brazil; Safra National Bank of New York, headquartered in New York City, USA. These sub-groups are all independent from one another from a consolidated supervision standpoint. Following the completion of the Saxo Bank acquisition in March 2026, the Group's combined assets under management exceeded USD 610 billion as of June 2026.

In Asia’s fast-paced markets, stability must be complemented by constant evolution. Bank J. Safra Sarasin recognises that the next generation of wealth expects seamless digital execution alongside bespoke advisory services.

The acquisition of Saxo Bank marks a pivotal step in this strategy. It reflects the Group’s highly strategic approach to acquiring outstanding innovative financial services businesses that enhance its core private banking and wealth management offering through advanced digital capabilities.

Beyond adding this, the integration of Saxo Bank's technology is driving greater agility and operational efficiency across Bank J. Safra Sarasin. The result is a highly differentiated market proposition: the unique combination of nearly two centuries of Swiss private banking discipline with the speed, scalability and open architecture of a modern fintech platform.

Through this transformation, Bank J.