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.
You determine your goals and investment strategy in close collaboration with us. We take full responsibility for investment decisions, execution and controlling.
Investment decisions are taken by yourself. We advise you on all relevant developments and investment opportunities.
You are getting from us advise in all matters pertaining to your wealth. This includes determining the optimal way to structure your wealth and consider all of your assets, even those that you might hold at other financial institutions, all issues relating to retirement, financial planning and tax matters.
Our founding partners advise you personally, today and tomorrow
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.
Is my money future-proof?
- Is my money fit for the future?
- Whick risks are in my portfolio (environment, old technologies, green washing)?
- What is the footprint of my portfolio?