Client Relationship Manager

Reto Kappeler

At Globalance Bank AG, Reto Kappeler assists private individuals and foundations in successfully investing in future-oriented companies and investments. 

After completing his vocational training at Raiffeisenbank in Spiez, Reto gained professional experience at various banks, most recently as a junior client advisor at Bank J. Safra Sarasin in Berne. Thanks to his many years of experience in advising and looking after the most demanding clients, he has the necessary skills to ensure that you too feel at home at Globalance Bank AG. 

Reto holds a Bachelor of Science FH with a specialisation in International Management. Reto wrote his Bachelor's thesis on the impact of digitisation on private banking, which Swiss Life Asset Management awarded in 2018 as one of the best Bachelor's theses in the financial industry in Switzerland. He is currently writing his Master's thesis as part of his Master's programme in International Management at the University of Applied Sciences Northwest Switzerland, in which he is investigating the strategy for optimising the desired impact of Swiss funding foundations. 

Kontaktdaten:

Phone:
+41 44 215 55 52
Email:
[email protected]
LinkedIn

In my leisure time I try to spend as much time as possible in nature. Especially with my hobby, photography, I noticed again and again how beautiful and rich our environment is. I am inspired and motivated by the fact that my daily work here at Globalance Bank AG can make a valuable contribution to the preservation of our planet and that I can therefore continue to pursue my hobby in the future. Above all,  it fills me with satisfaction and confidence with regard to our sustainable future."


RETO KAPPELER

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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