Sustainable and future-oriented investment solutions

for banks, independent asset managers, family offices and intermediaries

Do you or your clients need expertise in sustainable and future-oriented investments? Such as the development of a sustainable investment strategy, a comprehensive investment product offering, with or without custody, or launching a sustainable fund or tracker certificate? Globalance offers asset management services for financial intermediaries in various forms:


Investment solutions for financial intermediaries

Do you want to inspire your clients with sustainable and future-oriented investment solutions? Partnering with Globalance provides access to our expertise and gives credibility to your offering:

  • Development of sustainable investment strategy
  • White label solutions
  • Model portfolios
  • Innovative fact sheets on the model portfolios
  • Shareholder engagement
  • New digital reporting solutions (e.g. Globalance World®)
  • Marketing and training support

Custodian bank services

With Globalance as your custodian bank, you and your clients benefit from the advantages of an award-winning and owner-managed Swiss private bank. Our services for independent asset managers and family offices include:

  • Account/safekeeping account management
  • Securities transactions
  • Innovative investment reports
  • Tax reports
  • World-first digital reporting solutions (Globalance World®)
Tag der Erde

Sustainable investment funds and tracker certificates

Do you want to launch an investment fund or tracker certificate for your clients with a sustainable and future-oriented investment strategy? We are a credible partner to work with banks, independent asset managers and family offices to develop:

  • White label solutions
  • Investment funds model portfolios
  • Innovative fact sheets on the model portfolios

For intermediaries

For lawyers or trustees, we look forward to discussing with you how we can support you to give your clients a range of sustainable investment options?

Working with the pioneer for sustainable and future-oriented investing

What you can expect from Globalance as a partner?

You benefit from over 25 years of experience in sustainable and future-oriented asset management. Globalance is an owner-managed and award-winning Swiss private bank with a unique investment philosophy. Our visionary, future-oriented approach is reflected in personalised investment reporting and exceptional transparency of client portfolios on Globalance World®

This world-first digital wealth impact platform shows you and your clients the impact of investments on global warming, footprint on people and planet and the exposure to megatrends that are shaping the future.

Outsourcing advantages

Lower cost than building your own offering

Credibility with a competent partner

Inspire existing clients and attract new clients

Fast product launch and implementation

A fresh look at your portfolios

The portfolio future check analyses a portfolio in several dimensions, showing its impact on the economy, society, and the environment.

«Sustainability Exchange» with Niklaus Haller, Head of Clients

Be inspired and reach out to Niklaus Haller to arrange a meeting online or at your or our office. He will be delighted to exchange with you and your colleagues on your sustainable investment strategy.

Invest in future movers

The Globalance investment strategy focuses on future movers. These are companies with innovative and sustainable business models. They respond successfully to worldwide megatrends and develop solutions for global challenges. With this investment strategy, you invest specifically in growth areas, such as new mobility, resource-saving products, or renewable energy.

Sustainable investing is becoming increasingly important. How are you responding to requests from your clients for sustainable investment options and transparent and meaningful investment reporting on the impact of investments on people and planet?

Are you ready for the needs of your clients? Contact us, we will be happy to support you and look forward to talking to you.

Contact our expert on
partnerships with financial intermediaries

Niklaus Haller

Head of Clients

+41 44 215 55 54
[email protected]

I am here for you.

Niklaus Haller