Awards & Recognition
BILANZ: Globalance named Best Swiss Private Bank 2026
Globalance has been named Best Swiss Private Bank in the prestigious Private Banking Rating by BILANZ – a strong endorsement of future-oriented investing.
Recognition for Holistic Advice and Clear Investment Expertise
In the latest Private Banking Rating by BILANZ, Globalance was named Best Swiss Private Bank. More than 100 banks were assessed as part of a comprehensive mystery shopping review. Only those able to demonstrate a strong understanding of clients’ needs and translate them into a coherent investment strategy reached the final selection.
Globalance impressed the jury with a well-considered and broadly diversified investment proposal, combined with strong professional expertise. The bank has therefore not only ranked among the top institutions this year, but has also been recognised as one of the long-standing quality leaders for several years.
A Differentiated Investment Strategy with a Global Perspective
For the test case, Globalance developed a broadly diversified portfolio with allocations to infrastructure, precious metals and so-called cat bonds.
The portfolio’s international orientation was particularly highlighted. Compared with many other providers, Globalance deliberately places less emphasis on a strong Swiss home bias, achieving broader diversification across markets and asset classes.
At the same time, the approach reflects a differentiated investment strategy in its implementation. A focus on high-quality bonds alongside targeted hedging measures underlines the ambition to balance stability and returns.
Future-Oriented Investing as a Guiding Principle
Globalance is regarded as a pioneer in future-oriented wealth management. This approach was also reflected in the latest rating: investments are made selectively in forward-looking companies, while problematic sectors such as weapons and fossil fuels are deliberately avoided.
Criteria relating to impact and long-term future viability form an integral part of the investment process rather than being treated as an add-on. This approach combines economic opportunity with a clear sense of purpose.
who played a key role throughout the process and impressed with their expertise, clarity and differentiated investment approach.
The BILANZ rating is regarded as one of the most demanding assessments in Swiss private banking. Among the criteria evaluated are advisory quality, transparency, portfolio construction and fee structure. Being named Best Swiss Private Bank reflects Globalance’s commitment to supporting clients not only with expertise, but also with foresight and clarity..
