As the core business of Safra National Bank of New York ("Safra National"), private banking is our mission and all other activities cater first and foremost to this area. Safra National offers a comprehensive range of services to meet the global needs of a select group of high-net worth individuals, their families and their respective businesses. By establishing and maintaining long-term client relationships built on trust; providing easy access to our senior management team; offering personalized concierge services; and having a model that allows flexibility and a quick decision making process.
Safra National is at the forefront of the private banking industry. To meet our clients’ specialized needs, Safra National offers access to a full array of banking products and services that complement our exceptional client focus and unquestioned integrity, dedication and experience. These include the full range of deposit and Checking Accounts, Credit Cards, Extensive Credit and loan products, Commercial Real Estate, US and International Wire Transfers, Metal Accounts, such as Platinum, Gold and Silver, Gold Bullion (Gold in its purest form), Foreign Currency accounts and payments, Custody, Safekeeping of investments and more.
The World Elite Mastercard Private Bank Credit Card Program was exclusively designed with our highest net worth private banking client in mind. This program offers our most premier, luxury card to our most distinguished clients with premium benefits including 24/7 personalized concierge service, comprehensive identity protection, cyber-security monitoring, shopping discounts, and access to a suite of world-class travel-related services.
Make money transfers and payments within the US or worldwide in just a few clicks. You choose the best option: from convenient ACH, or bill payment with recurring payment schedules, to fast wire transfers. You can access reliable funds transfer options that fit your needs every time. You can also connect your account to Venmo® or Zelle®* for easy day to day small payments. Use our SafraLink® bank app to easily analyze your spends, liabilities, and track your transactions. All of that with a low fraud risk. * Launch in 2023
Enhance your portfolio return through leveraging, or cover capital needs without divestitures that would disturb your investments. We offer loans collateralized by securities through a competitive and customized approach that allows for yield optimization, or covering for liquidity needs without changes to your financial allocation.
We offer FX through a variety of options.
Spot: Enables one to acquire the currency right away.
Forward: Enter into a contract for a certain date to buy or sell the underlying currency.
Non-Deliverable Forward: Also known as NDF it has the same mechanics as a forward, with the major difference being that the underlying is not deliverable.
FX Options: A way to gain exposure to the FX Market.
Tailor Made Approach: No client, nor loan transaction, is the same. With a focus on building long-lasting relationships, our experienced Real Estate team delivers tailor made loan products with a quick turnaround.
Alternative Investments can offer diversification to traditional portfolios. Investments focusing on assets less correlated to broad market trends can help clients in not only achieving long-term return objectives, but do in a prudent risk-adjusted manner. Given the complexity of investing in alternative assets, this often requires professional expertise amongst such specific asset classes. We offer a broad range of products, such as Private Equity, Real Estate vehicles and other mutual and hedge funds offerings.
Our brokerage subsidiary, Safra Securities LLC, is a full-service self-clearing broker-dealer, well positioned and able to offer trading capabilities to sophisticated clients and institutions. An experienced and knowledgeable team with access to all key markets enable timely execution to meet the needs of our clients in both calm and challenging market conditions.
Our affiliate, J. Safra Asset Management (“JSAM”) utilizes its extensive experience, disciplined investment process, and rigorous risk management to provide advisory services. JSAM is an independent investment firm registered with the SEC and is dedicated to offering investment services and strategic alternative investment solutions to both individual and institutional investors. With the sophistication required for advisory services and a rigorous due diligence process, JSAM manages complex portfolios of diversified securities across a broad range of asset classes. It has vast experience in working with institutional investors and family offices.
Our affiliate, J. Safra Inc., acts as an intermediary between our clients and select insurance companies, helping to find the policy that best suits our clients. J. Safra Inc. experienced team is dedicated to helping our clients protect their valuable assets and assisting in making smart decisions for their business or family. The trust and confidence our clients have placed in us is critical to our success. We maintain this trust and confidence through our consultative partnership approach to client service, our conservative approach to risk and our unwavering adherence to our principles.