The Safra family has been a notable and respected force in the Swizerland banking community since the 1950’s. In 1956, Jacob Safra, together with his son Edmond, chose Geneva to be the headquarters of a very successful family enterprise. Now, Jacob Safra Bank enters the new millenium reinforcing its traditionally solid presence in Switzerland, inaugurating offices in two of the world’s leading financial centers: Geneva and Zurich.
The Investment Style of Bank Jacob Safra
Over the years, financial markets have become increasingly complex, but the concept of “investing” remains fairly simple Investing is laying out money today to get back more money in the future, after taking account of inflation. Simple words, but everyone knows that investing successfully is not so simple.
Some of the most successful and well-known investors long ago rejected the concept of sophisticated economic modelling and forecasting and instead chose to focus their energy and attention on identifying themes and trends and finding value. At Bank Jacob Safra, we emulate this approach.
We believe that financial markets are driven as much by the anticipation of events as by events themselves. A successful investment manager recognizes the relevance of market perception in the analytical process. By combining an innovative, thematic methodology with due diligence and systematic risk management, we believe that we have the essentials for offering a successful investment management service.
Managed Investment Products
Safra Switzerland offers two types of managed products: Discretionary Portfolio Management Mandates and Advisory Mandates.
Our product offering is designed to provide personalized service best suited to your individual circumstances. Our Discretionary and Advisory Products aim to meet the needs and constraints of each client taking into consideration the intrinsic relation between the return and risk exhibited by different assets and different asset classes.
Advisory Mandates
Advisory Mandates are designed to provide maximum flexibility. Products include a wide array of support:
· Short-term equity trading ideas
· Trader Mandates
· Portfolio Diagnostics
· Structured Products
· Hedge Fund and Fund of Hedge Fund Selections
· Proportional Management Mandates
An Advisory Mandate defines the role our investment management team will have vis-à-vis your account as well as in the level of service we shall provide.
Whether you choose to have only a portion of your assets managed, or if you wish to have highly customized portfolio management, an Advisory Mandate is suitable alternative.
In addition, if you prefer structured, periodic advice from our investment managers regarding certain sectors, for instance, an Advisory Mandate can formalize this relationship.
Fees are a function of the service rendered.
Where can we help?
Whether a Discretionary or Advisory Mandate is suitable to your needs depends on your individual circumstances. Your Relationship Manager can assist you in defining the appropriate level of service. The following questions are designed to assist you in making the right decision.