The Globalance Story

We have been pioneers for over 25 years: In 1995, we founded the world’s first sustainable asset management company SAM (Sustainable Asset Management) and established the Sustainability Index with Dow Jones, thus setting a benchmark. In 2011 we founded Globalance Bank and launched Globalance World in 2020.

Foundation of SAM Group

25 years ago, when “sustainability” was still a new word in the financial market, our founders started a revolution by founding SAM (“Sustainable Asset Management”), the world’s first asset manager for sustainable investments.

World’s first sustainable fund

In 1997, our founders launched the world’s first investment fund with a focus on sustainability, the “Sustainable Performance Group Fund”.

Dow Jones Sustainability Index

In cooperation with Dow Jones, our founders set another milestone: the “Dow Jones Sustainability Index”. Today, it is one of the world’s most widely used benchmarks for sustainable investments.

World’s first fund on the
water theme

Our founders launched the “SAM Sustainable Water Fund”,
which for the first time invests in companies that offer solutions for global water issues.

The world’s first cleantech fund

The “SAM Sustainable Water Fund” is followed by the “SAM Private Equity Fund”, making it the first cleantech fund in financial history to invest in sustainability.

The first climate fund in the year

The “SAM Sustainable Climate Fund” is launched. The fund’s concept focuses on companies that offer new and innovative solutions to the global challenge of climate change.

Successful sale of the SAM Group

The Dutch asset manager Robeco takes over the rapidly growing SAM Group and continues the success story launched in 1995. SAM becomes RobecoSAM.

Foundation of Globalance Bank

The founders of SAM continue their vision and establish Globalance Bank. The focus is no longer on institutional investors, but on private clients, families and foundations who want to invest their assets in a sustainable and future-oriented manner.

Globalance launches the Globalance Footprint®

We launched a world first with our unique Globalance Footprint®. With the help of the Footprint® methodology, investors can easily track the impact of their investments on the economy, society and the environment. Globalance is the first bank in the world to offer this transparency to its clients.

Expansion into Germany

Globalance expands into Germany and founds Globalance Invest Deutschland, headquartered in Munich. As the first asset manager with a focus on sustainability, Globalance now also offers its entire range of services to private clients, foundations and families in Germany.

Overall winner Globalance Bank

Globalance is the overall winner in the BILANZ Private Banking Rating 2019. Future-oriented investment strategies, entrepreneurship, digital innovations such as the Globalance Footprint® and above-average customer service characterize us.

World first: Google Earth for investors

Globalance launches a world first with Globalance World. For the first time, investors can view the future viability and sustainability of their investments in a simple and easy-to-understand way. Digitally, in real time and visually presented.



Facts & Figures

Globalance is characterized by long-term, sustainable and future-oriented thinking and action – an overview in facts and figures.


Best Swiss Bank for Private Banking (Fuchsbriefe 2024)

Top 6

International Performance Competition


Financial stability
(Tier 1 Leverage Ratio)


Female clients


All employees eligible to participate in the bank



Walk the talk

Sustainability at Globalance

Globalance is the pioneer for sustainable investments in the financial market and also pays attention to a positive footprint in other activities.


Globalance is a certified Benefit Corporation (Certified B Corp). It was the second bank in Europe to receive this quality label and one of the first companies in Switzerland. The Certificate B Corporations is awarded worldwide to companies that positively shape the future. These are companies that define entrepreneurial success in a broader sense: They strive for business success by providing valuable services for the economy and society.


Correct waste separation is a central component of recycling management. The raw materials of our planet are limited. Through targeted recycling of raw and valuable materials, a cycle is created that sustainably protects the world. But smart recycling is not so easy. That is why we rely on a strong partner: WeRecycle, which has awarded us the “Sustainable Company” certificate. Incidentally, WeRecycle also offers recycling services for private persons.


It is important to us to be a good host to our guests that visit our house. However, we do not look only at the quality of the food, but also at sustainability. We obtain our food from local partners, with regional and seasonal offers. We do not do business with “Resource wasters” and CO2 sinners. Visit our next Roundtable and convince yourself!

Public transport

84 percent of our employees commute to work by public transport (or bicycle). 12 percent of our employees drive electric vehicles. And for business trips, Globalance also uses the sustainable option and travels by bus, streetcar, train, etc. Whenever possible, we save 10 tons of CO2, 1.5 kilograms of nitrogen oxides and 127 grams of particulate matter every year.


We also pay attention to sustainability with our energy supplier and use ewz.pronatur. A certified natural power from Switzerland. For every kilowatt hour used, a centime flows into the Naturemade star fund. Naturemade star is the Swiss seal of approval for green electricity from hydropower and other renewable sources such as the sun, wind or biomass.


The Kaffeemanufaktur in Zurich is convinced that good coffee makes you happy. So do we! That’s why we buy our coffee from the local manufacture, which roasts freshly on site and by hand in Zurich. They also promise sustainability and fairness – from the bean to the packaging. The compostable E.S.E. system is the environmentally friendly alternative to all plastic or aluminum based capsules.

Print publications

We value a “Printed in Switzerland” promise, the use of environmentally friendly as well as socially responsible FSC® paper and have refrained from high-gloss printing since the bank was founded. The companies AVD Goldach AG and Heller Druck AG convinced us because of their sensitive handling of resources. We also appreciate the social and ecological commitment of our partner printers.