Globalance Swiss Private Bank

Globalance is a Swiss private bank that has built its entire investment model around a thesis most banks treat as secondary: that future-fitness and sustainability are not a constraint on returns, but the basis for identifying them. This shapes everything from how the bank selects securities to how it reports back to clients. Family offices considering Globalance are not choosing a standard discretionary manager with an ESG overlay; they are choosing a firm whose research process is organized around megatrends and whose proprietary tools measure portfolio impact alongside financial quality.

The offering for family offices includes three distinct components:

• Discretionary mandates available as pure equity or multi-asset-class, denominated in CHF, EUR, or USD
• Globalance World, an interactive digital tool providing real-time insight into a portfolio’s exposure to megatrends, environmental footprint, and innovation level
• A Manager Comparison Report allowing families to benchmark portfolios held at multiple banks against one another

The firm also provides a complimentary future check at the start of the relationship, analyzing existing portfolios for hidden costs, risk concentration, and impact profile before any mandate is established. Reporting takes the form of a personalized wealth magazine with individual stories and context tied to each client’s specific holdings, rather than a standard performance summary.

Globalance positions itself as a sparring partner rather than a transactional manager, with network access and introductions to relevant experts treated as part of the service. The bank has operated for close to three decades. Pricing is not disclosed publicly, and the offering appears designed for high-net-worth family wealth rather than institutional mandates with defined minimum thresholds. Families seeking custody alongside discretionary management may need to confirm whether Globalance holds assets directly or relies on third-party custodians.