Wealth Management

Wealth management with Globalance enables private clients, foundations, family offices and B2B clients to invest successfully in forward-looking companies that solve global challenges and shape a positive future. Implementation in the form of an individual mandate is customised to your personal investment profile. Choose between a pure equity mandate or three multi-asset class solutions (each in CHF, EUR and USD).

«Basis»-Mandate

– Conservative risk profile

– Preservation of capital

– Security needs prevail

– Low potential returns

«Balance»-Mandate

Balanced risk profile –

Real preservation of capital –

Balanced security and risk needs –

Medium return potential –

«Chance»-Mandate

– Opportunity-oriented risk profile

– Long-term growth through current income and capital gains

– High return opportunities in the medium and long term

«Equities»-Mandate

High risk profile –

Long-term increase of assets, 100% equities –

Highest return opportunities in the long term –

Globalance investment strategy

The sustainable and broadly diversified Globalance portfolios are based on three central pillars – the Globalance Footprint & Climate, global megatrends and financial quality. Only if an investment fulfils our criteria in all three areas is it suitable for a Globalance portfolio. In a structured process, around 100 core and future-mover stocks are selected from 45,000 listed companies worldwide.

Conclusion of the renowned FUCHS | RICHTER Prüfinstanz

Private clients

Private banking of the future – our services for individuals.

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Foundations

Taking responsibility – also when investing foundation assets.

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Family Offices

Wealth preservation and growth – For our planet, for our children, for our future.

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The future is yours – contact us now

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