Our customers have in common that they are aware of their responsibility regarding their wealth and want to maintain and increase it in the long term. They expect a market-driven return based on positive achievements for the economy, society and the environment.
Our clients have come to understand that profit means more than mere monetary gain. They wish to have a trusted confidant who can inform them candidly about the complex issues involved in wealth management and who meets them eye-to-eye.
We value personal relationships based on trust. Globalance Bank is lead by entrepreneurs who advise our clients personally and are in it for the long run.
With Globalance our customers invest in a future-oriented way to create a positive future. They expect a market-driven return based on positive achievements for the economy, society and the environment.
Families and Family Offices
Our Globalance Family Office Services include all services to manage private wealth of a considerable size (typically above CHF15 Mio.).
Charitable foundations do not only carry social responsibility for their development activities, but also for the assets they invest in. As wealth managers this is exactly what we specialize in.
Many families of wealth want to use philanthropic engagement and investments to shape a more positive future. We work with you and your trusted advisors to define, design and implement your philanthropy strategy.