Private clients
Private banking of the future
Our world is changing rapidly, that is why we need to adopt new perspectives when investing. Topics such as energy, climate, resources or diversity are becoming increasingly important and are also influencing the return on portfolios. As an owner-managed Swiss private bank, we support our clients in successfully investing in the future and achieving a positive footprint for the economy, the society and the environment.
Our Services for Private Clients
Discretionary mandates
The client funds are invested according to strict criteria of sustainability, financial quality and positive impact on the economy, the society and the environment.
Investment funds
In the Globalance Zukunftbeweger Focused Fund (equity fund) and the Sokrates Fund (multi-asset fund) you invest in companies that are operating in strongly growing megatrends and contribute to a positive future with their products and services.
Asset planning
You can get advice for all wealth planning issues. This includes pension provision, taxes or financial planning as well as the asset allocation into all relevant asset classes.
Investment solution for your pension
Thanks to the cooperation with valuepension, the leading digital platform for pension assets, you can also invest 2nd and 3rd pillar assets in the specially designed share class of the Socrates Fund.
Extraordinary transparency at all levels
In the pursuit of a double return, we look not only at financial performance, but also at the environmental, social and economic impact of your money. For this purpose, we offer a detailed future check in which we analyse and compare existing portfolios. We also offer our clients an annual wealth magazine and real-time insights with our unique tool Globalance World. You’ve never seen your portfolio like this before!
Future-Check
We analyse your current portfolio for sustainability and future viability.
Expertise from over 25 years of sustainability
Our founders are pioneers of sustainable investing, and the topic of sustainability is even anchored in our Articles of Association. We have been global pioneers in many innovations and new developments in this field and have helped shape the debate around sustainability in the financial market. We now know every nook and cranny of this complex investment topic and advise private clients, foundations, families and institutional investors.
You benefit from the expertise of an experienced team and exceptional transparency regarding your investments. The exclusive focus on sustainable investments with our decades-long track record is unique in the financial industry.
Our clients not only generate market returns, but also a positive impact on the economy, the society and the environment.
Contact us
With us, you will find advisors who will accompany you in the complex questions of asset management with a great sense of responsibility. We are looking forward to talking to you.
Niklaus Haller
Head of Clients, Member of the Executive Commitee
Contact
+41 44 215 55 54
[email protected]
