Claudia Beyeler
Head of Family Offices
«Sustainable wealth development requires the early identification of megatrends. At Globalance, we manage assets for family offices in a way that creates a positive footprint for generations to come.»
Claudia’s Background
Claudia Beyeler brings more than 25 years of experience in the financial industry. Her expertise spans investment advisory and consulting, thematic research, and strategic client management.
Before joining Globalance Bank, she held various leadership and specialist roles at renowned private and investment banks. At Julius Baer, she was responsible for senior management positions in Thematic & Cross-Asset Class Research, Investment Specialists & Writing, Investment Consulting Equities, and Portfolio Advisory for Ultra High Net Worth Individuals (UHNWIs).
She subsequently joined EFG Bank, where she served as Head of Investment Advisory Zurich and Senior Advisor Strategic Client Management. Most recently, she worked at UBS as a Business Developer within the Global Financial Intermediaries division.
Following her apprenticeship as a certified banking professional, Claudia has continuously expanded her expertise through ongoing education and professional development.
Alongside providing professional advice, she places great importance on building trusted personal relationships with clients, partners, and stakeholders.
«Sustainable wealth development requires the early identification of megatrends. At Globalance, we manage assets for family offices in a way that creates a positive footprint for generations to come.»
