Globalance Bank AG

Globalance Bank AG is a Swiss private bank headquartered in Zurich, authorized and supervised by FINMA, with a business model centered on discretionary and advisory wealth management that integrates sustainability and impact analysis across client portfolios. Established in 2011, the bank serves private clients, families, foundations, and selected institutional investors, offering portfolio management, custody, and reporting, along with secure online access. Its investment approach emphasizes thematic and long-term allocations and uses proprietary impact metrics to assess environmental, social, and economic effects of holdings; the firm also provides portfolio transparency through its Globalance World visualization tool and conducts shareholder engagement and voting where applicable. Accounts typically require meaningful minimums, and the fee schedule generally consists of management and custody charges; detailed pricing and mandate terms are provided upon request and may vary by client profile and service level. As a Swiss bank, Globalance participates in the statutory deposit insurance scheme (esisuisse) that protects eligible deposits up to CHF 100,000 per client, while securities held in custody remain segregated under Swiss law. Cross-border availability and product access depend on local regulations, and the bank operates primarily from Switzerland with a limited physical footprint. Key risk considerations include market and liquidity risk, currency exposure for non-CHF assets, concentration and style tilts stemming from sustainability and thematic constraints, and potential tracking error versus broad benchmarks; performance outcomes depend on asset selection, market conditions, and mandate guidelines. Prospective clients should review the bank’s regulatory disclosures, service descriptions, and contractual documents to confirm suitability, understand reporting and impact methodology, and verify any restrictions relevant to their domicile.