About J. Safra Sarasin
J. Safra Sarasin is a company based in Basel (Switzerland) founded in 1841.. J. Safra Sarasin has completed 5 acquisitions, including Lombard Odier, MIV Asset Management and Saurus. J. Safra Sarasin operates in a competitive market with competitors including Investec, UBS, Bank of America, Scotiabank and UniCredit, among others.
- Headquarter Basel, Switzerland
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name J. Safra Sarasin Brokerage Limited
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Lombard Odier
& 4 more
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Leadership Team
83 people
Software Development Team
36 people
Legal and Compliance
16 people
Head Team
15 people
Human Resources and Administration
13 people
Senior Team
12 people
Finance and Accounting
9 people
Product Management Team
6 people
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Funding Insights of J. Safra Sarasin
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by J. Safra Sarasin
J. Safra Sarasin has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include Lombard Odier, MIV Asset Management and Saurus. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
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Talcott Financial Group is engaged in providing insurance and financial solutions.
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2017 | ||||
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Portfolio management for medical technology investments is provided.
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1997 | ||||
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Internet-first banking services including loans, transfers, and accounts are provided.
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1995 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - J. Safra Sarasin
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
J. Safra Sarasin Comparisons
Competitors of J. Safra Sarasin
J. Safra Sarasin operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, UBS, Bank of America, Scotiabank and UniCredit, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Financial services are provided globally by UBS for wealth management.
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| domain | founded_year | HQ Location |
Commercial banking and asset management services are offered worldwide.
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| domain | founded_year | HQ Location |
Commercial banking services are provided internationally by Scotiabank.
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| domain | founded_year | HQ Location |
Commercial bank
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| domain | founded_year | HQ Location |
Commercial banking services are provided across Switzerland by Zurcher Kantonalbank.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on J. Safra Sarasin
Frequently Asked Questions about J. Safra Sarasin
When was J. Safra Sarasin founded?
J. Safra Sarasin was founded in 1841.
Where is J. Safra Sarasin located?
J. Safra Sarasin is headquartered in Basel, Switzerland. It is registered at Basel, Basel-stadt, Switzerland.
Who is the current CEO of J. Safra Sarasin?
Daniel Belfer is the current CEO of J. Safra Sarasin.
What does J. Safra Sarasin do?
J. Safra Sarasin was founded in 1841 and is headquartered in Basel, Switzerland. Financial services are offered by the company, with operations centered in the banking sector. Wealth management and investment solutions are managed for clients across various regions. Leadership is provided by executives including CEOs Daniel Belfer and Dan Bihi-Zenou, along with managing directors. The firm maintains a focus on private banking and asset management activities.
Who are the top competitors of J. Safra Sarasin?
J. Safra Sarasin's top competitors include Investec, UBS and Scotiabank.
How many acquisitions has J. Safra Sarasin made?
J. Safra Sarasin has made 5 acquisitions, including Lombard Odier, MIV Asset Management, and Saurus.
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