Equity Income Schweiz
Risk Profile: Equity (100% Equity) Asset Allocation: Equity, Switzerland Provider: J. Safra Sarasin
Update
J. Safra Sarasin won 1st place in the Income category at the Wealth Office Conference 2026 in Geneva.
Portfolio description
Concentrated, transparent, liquid portfolio of dividend stocks with a focus on large and mid caps and a structural underweighting of mega caps.
Company description
J. Safra Sarasin is a family-run Swiss private bank focusing on investment advice and asset management for private and institutional clients. Our core values are stability, trust and a strong client focus.
USP
Outstanding, long-standing track record in asset management
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Asset management mandates with exclusively direct investments available
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Co-investments in private equity and real estate together with the J. Safra Group and the Safra family possible
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Pioneers and thought leaders in the field of sustainable investments - Outstanding capitalization, tier 1 ratio 47%