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).
– Conservative risk profile
– Preservation of capital
– Security needs prevail
– Low potential returns
Balanced risk profile –
Real preservation of capital –
Balanced security and risk needs –
Medium return potential –
– Opportunity-oriented risk profile
– Long-term growth through current income and capital gains
– High return opportunities in the medium and long term
High risk profile –
Long-term increase of assets, 100% equities –
Highest return opportunities in the long term –
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
Wealth preservation and growth – For our planet, for our children, for our future.
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The Globalance Team