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J Safra Sarasin Targets Private Markets

Amanda Cheesley Deputy Editor 15 May 2024

J Safra Sarasin Targets Private Markets

Swiss private bank J Safra Sarasin launches a new advisory arm aimed at private markets.

J Safra Sarasin has just launched J Safra Sarasin – Strategic Advisors, a suite of services designed to meet the advisory and capital needs of clients, aimed at the private market.

Led by Edward Joudrey, a former managing director at the Bank of America in London, the business provides advisory capabilities across a range of services including strategic advisory, M&A execution, capital structure advisory and equity capital raising, the firm said in a statement.

Based in London, the team, which includes Lorenzo Sforza, formerly at Goldman Sachs, and Yegor Bryukhanov, previously at Bank of America, brings global investment banking experience. They have a track record of working together across M&A and capital raising assignments for a range of clients, the firm added.

The business, which focuses on private markets, aims to serve a diverse client base including private businesses, founders, entrepreneurs, high net worth individuals, family offices, private equity and other institutional investors.

J Safra Sarasin – Strategic Advisors said it will use the broader J Safra Sarasin capabilities and global network to enhance the business. The services are designed to provide long-term, tailored advice, aimed at addressing clients' needs more effectively.

“The launch of J Safra Sarasin – Strategic Advisors is a significant step in our long-term vision to expand the capabilities of J Safra Sarasin and enhance our offering to clients,” Daniel Belfer, CEO of Bank J Safra Sarasin, said.

“Our focus on the private markets is more relevant than ever. The global private markets are witnessing significant structural growth and shift to more active strategies. This requires a more sophisticated independent advisory proposition, highly complementary to the J Safra Sarasin platform,” Edward Joudrey, head of J Safra Sarasin – Strategic Advisors, added.

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