Private Banking for Entrepreneurs
For those shaping tomorrow
Where others see risks, you see opportunities. As an entrepreneur, you drive innovation forward — we support you in building your financial future.
Entrepreneurial thinking requires vision, courage — and the right partners
A bank that understands you
You build businesses, take responsibility, create jobs, and think in generations rather than quarters. What you need is not a bank that sells products, but a partner that understands the realities of entrepreneurship.
Globalance is an owner-managed private bank in the heart of Zurich. We understand the demands of entrepreneurial decision-making from firsthand experience. That is why we support entrepreneurs with a clear focus: your wealth should not only be preserved, but also help shape the future — for you, your family, and the world in which future generations will live.
Solutions for Entrepreneurs
Wealth Management & Investment Advisory
Your wealth should achieve more than short-term returns. It should create stability, seize opportunities, and benefit from the major trends shaping the future. That is why we invest according to clear future-oriented criteria: in companies with strong financial quality and a positive impact on the economy, society, and the environment. You can choose between focused equity solutions or broadly diversified multi-asset mandates in CHF, EUR, or USD — tailored to your entrepreneurial situation, your goals, and your investment horizon.
Succession Planning & Foundation Establishment
At some point, every entrepreneur faces the question: How should my life’s work continue? Succession is more than a legal or tax-related decision. It is about responsibility, values, and the future of what you have built. Whether it is business succession or the establishment of a foundation, we support you strategically and operationally — from the initial considerations through to concrete implementation.
Wealth Planning
Entrepreneurial wealth is complex. Businesses, shareholdings, real estate, pension assets, and private investments are all interconnected. That is why we do not look at individual aspects in isolation, but instead take a holistic view of your entire financial situation. Together, we develop a strategy that fits your life.
1e Pension Solutions
Do you want to decide for yourself how your pension assets are invested? The flexible investment strategy options offered by the 1e pension solution give you greater control over your personal retirement planning. A solution designed to deliver double returns — financially, and through a positive impact on the environment, the economy, and society.
Unique transparency at every level
Most banks show you what your wealth did yesterday.
We show you where it is heading tomorrow.
With our Future Check, the interactive tool Globalance World, and a personalised wealth report that reveals the connection between your investments and their impact on the world, you gain a new perspective on your portfolio — transparent, intuitive, and consistently focused on long-term future viability.
Future-Check
We analyse your current portfolio for sustainability and future viability.
The Globalance Futuremover-Community
Meet entrepreneurs, investors, and thought leaders who are actively shaping the future. Our community brings together people with an entrepreneurial mindset, a long-term perspective, and a strong sense of responsibility.
Community-Events
Whether it is factory visits to companies such as Soeder, insights into leading research institutions, or keynote talks by figures from business, politics, and academia — our events provide access to the places where pioneers work and new ideas emerge.
Another highlight is the annual Better Capitalist Forum, which brings together entrepreneurs, investors, and thought leaders from diverse fields to exchange ideas, gain fresh perspectives, and engage in inspiring conversations about opportunities, innovation, and the forces shaping the future.
Expertise built on more than 30 years of experience
For more than 30 years, we have been exploring which companies and developments will shape the future over the long term. As early pioneers of future-oriented investing, we have helped shape new perspectives in the financial market and built deep expertise in this sophisticated investment field.
Fifteen years ago, we founded Globalance — a bank we ourselves would want to be clients of. Today, we support private clients, foundations, families, and institutional investors in aligning their wealth with the opportunities of tomorrow.
«I believe in entrepreneurship with purpose and in the idea that capital can be part of the solution.»
Reto Ringger – Founder & CEO, Globalance
Contact us
Our advisors are happy to support you with the complex questions surrounding wealth management. We look forward to speaking with you.
Experience Globalance
Be inspired by the latest articles on futuremovers and megatrends or visit us at one of our next events.
The future in your letterbox
The Futuremover – the magazine for future-oriented investments.
Globalance community
Find out today what moves the world of tomorrow. You are warmly invited.
