Discretionary and advisory investment / portfolio management.
From their website
Investment advice · Discretionary investment management · Asset management
St Peter Port
Part of J. Safra Sarasin Group (Safra Group)
Bank has had a presence in Guernsey since 1992; current branch established in 2011
Bank J. Safra Sarasin Ltd, Guernsey Branch is the Guernsey office of the family-owned Swiss private bank J. Safra Sarasin Group, with roots here since 1992 and the current branch established in 2011. Regulated by the GFSC as a banking and investment licensee, it offers deposit-taking, discretionary investment management, controlled investment business, money services, and wealth management. The branch participates in the Guernsey Banking Deposit Compensation Scheme. —
Each capability links to every business in the Baliwick that shares it.
Discretionary and advisory investment / portfolio management.
From their website
Investment advice · Discretionary investment management · Asset management
Comprehensive wealth management, structuring, and philanthropic services for families.
From their website
Wealth management
Original phrasing from their website — lines covered by a capability above appear within its card.
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Financial services firm — loans, mortgages, insurance, investments
Swiss private bank — wealth management, fiduciary, and investment services
Financial services: fund admin, corporate, trust, private client.
Institutional banking for corporate clients & financial intermediaries; part of NatWest Group plc
Consumer finance firm established 1932 — asset, vehicle, commercial, and residential mortgages.
Offshore bank — savings, mortgages, and international banking services