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Partners

Research Partner for Investment Policy

The specialists in our Investment Committee determine our asset allocation. It is advised by two leading research partners:

Feri AG of Germany is one of Europe's biggest private economic research institutes. Their 70 research-specialists are providing tailored proprietary makro- and market-research. 

Dr. Heinz-Werner Rapp
Chairman, Chief Investment Officer

Felix Zulauf is a globally acknowledged investment strategist. For many years he was head of portfolio management for key accounts at UBS. He founded his wealth management firm Zulauf Asset Management AG in 1990. For the past 20 years he has been a regular member of the Barron's Roundtable in the US.

Partner for Germany

In 2017, Globalance Bank and the German private bank DONNER & REUSCHEL, launched the asset manager Globalance Invest, headquartered in Munich. Globalance Bank brings its expertise in research, asset management, innovation and product development. DONNER & REUSCHEL has a Germany-wide sales network and is responsible for the areas of custodian bank and corporate functions.

Globalance Bank und DONNER & REUSCHEL positionieren sich mit dem deutschen Vermögensverwalter Globalance Invest als fokussierter Anbieter im stark wachsenden Segment der nachhaltigen Anlagen in Deutschland. Ein wichtiges Element der angebotenen Dienstleistungen ist der von Globalance Bank entwickelte Globalance Footprint, der Anlegerinnen und Anlegern weltweit erstmals in digitaler Form die Wirkung ihrer Anlagen auf Wirtschaft, Gesellschaft und Umwelt transparent aufzeigt.

Die Globalance Bank bringt ihre Kompetenzen im Bereich Research, Asset Management, Innovation und Produkteentwicklung ein. DONNER & REUSCHEL bringt ein deutschlandweites Vertriebsnetz ein und ist unter anderem für die Bereiche Depotbank und Corporate Functions verantwortlich. 

DONNER & REUSCHEL wurde 1798 gegründet. Seit 1990 ist die SIGNAL IDUNA-Gruppe ein starker Partner und Aktionär an der Seite des Bankinstituts. Die Vermögensverwaltung von D&R wurde vom Elite Report 2017 bereits zum neunten Mal in Folge mit der Bestnote „summa cum laude“ ausgezeichnet.

Partner for Retirement Solutions

Our customers benefit from our cooperation with Valitas Sammelstiftung BVG, which has been established since 2001 as an independent collective foundation and pioneer of innovative pension solutions. Low administration costs, high transparency and an open dialogue are features Valitas and Globalance value a lot.

This is how Globalance Bank differs

Foster positive impacts of your wealth

We invest in assets with positive economic, societal and environmental impacts.

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Invest in future-movers

We invest in assets that help to master the great challenges of our time and profit financially from them.

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Increase investment security

You benefit from 0% legacy costs, our high equity ratio and the exclusion of all risky banking services.

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Save costs

The low investment costs and the broad diversification protect your wealth and increase your returns.

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Talk to us about the future of your wealth

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