Updated:
Pensionskasse der Bank J. Safra Sarasin
The J. Safra Sarasin Pension Fund was established in 2018 to serve employees of Bank J. Safra Sarasin. It maintains plans in five countries. The fund holds...
Pensionskasse der Bank J. Safra Sarasin
The J. Safra Sarasin Pension Fund was established in 2018 to serve employees of Bank J. Safra Sarasin. It maintains plans in five countries. The fund holds positions in private equity through JSS Private Equity Investments Fund and multiple real estate vehicles including Mountain Resort Real Estate Fund SICAV and several Harbor Ithaka funds. It also maintains exposure to private credit via HI Private Credit Opportunities Fund and short-duration corporate credit vehicles. Allocations span Switzerland, Luxembourg, the United States, and the British Virgin Islands. The fund reports 0.82 percent in private equity. It participates in industry groups including ASIP, where Bojana Vukasin serves as Vice President. In 2024 it appeared as a speaker at the Miami Family Wealth Report Awards. The fund operates as the dedicated pension provider for Bank J. Safra Sarasin staff with governance tied directly to the bank's leadership.
General information
Firm type
Pension Fund
Year founded
2018
Location
Region
Europe
Country
Switzerland
City
Wettingen
Corporate office
Landstrasse 26, Wettingen, Switzerland
Principals
Bojana Vukasin
Managing Director
Markus Pfäffli
President of the Board of Trustees
Daniel Belfer
Member of the Board of Trustees
Philipp Bärtschi
Member of the Investment Committee
Sector focus
Frequently asked questions
Who runs investment decisions at J. Safra Sarasin Pension Fund?
Bojana Vukasin serves as Managing Director. Markus Pfäffli chairs the Board of Trustees. Philipp Bärtschi sits on the Investment Committee.
Does J. Safra Sarasin Pension Fund participate in fund commitments or only direct deals?
The fund holds limited partner positions in vehicles such as JSS Private Equity Investments Fund and multiple Harbor Ithaka real estate and credit funds.
Which asset classes does J. Safra Sarasin Pension Fund allocate to?
Current allocations include private equity at 0.82 percent, real estate through several named funds, and private credit positions.
How is J. Safra Sarasin Pension Fund related to Bank J. Safra Sarasin?
The pension fund serves as the dedicated provider of defined benefit and defined contribution plans for the bank's employees.
Where does J. Safra Sarasin Pension Fund maintain investments?
Holdings are located in Switzerland, Luxembourg, the United States, and the British Virgin Islands.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on pension funds?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: