Awards & Recognition
Globalance named Best Private Bank in Switzerland
Globalance Bank has been named Best Private Bank in Switzerland for the sixth consecutive year by FUCHS | RICHTER.
Since 2003, FUCHS | RICHTER has conducted comprehensive annual practical assessments to evaluate whether and to what extent a wealth manager’s stated value proposition aligns with its actual implementation.
FUCHS | RICHTER has now published the results of this year’s market test on advisory quality in German-speaking private banking and wealth management. The assessment is based on an extensive mystery shopping methodology, covering 60 to 100 wealth managers each year.
This year’s test focused on an investor who, following successful investments in Bitcoin and Nvidia, is seeking to transition into professional wealth management.
Globalance Once Again Receives Multiple Awards
🏆 1st place in Switzerland – with a 26-point lead over competitors
🏆 2nd place in the overall DACH region ranking
Outstanding wealth managers are distinguished not only by high quality standards, but also by consistent top performance over many years. This long-term excellence is recognized by the FUCHS | RICHTER Testing Authority in its “Hall of Fame”, also known as the Eternal Best List.
Once again this year, Globalance has been included in this elite ranking, securing 2nd place.
Jury’s Conclusion: Globalance impresses with strong advisory dialogue, clear and well-structured arguments, and a client experience built on innovation, expertise, and transparency. For investors who value quality and a forward-looking approach, Globalance is a top address.
Evaluation Methodology
The overall score is based on the following categories:
Expert Jury Assessment (Beauty Contest): 20%
Investment Competence: 15%
Advisory Meeting: 40%
Investment Proposal (from the client’s perspective): 10%
Transparency: 15%
Would you like deeper insights and a better understanding of what lies behind this award?
Read the full report for detailed information and in-depth analysis by the testing authority.
