We are pioneers for future-oriented investing
Globalance – together with its subsidiary Globalance Invest – is an owner-managed Swiss private bank and a pioneer in future-oriented investments. Private clients, families, foundations and other banks invest successfully with us in forward-looking companies with attractive return potential. They develop solutions to global challenges and shape a positive future. Globalance is breaking new ground with complete transparency: thanks to our digital platform Globalance World, clients can experience financial investments in a simpler, more personalised and more up-to-date way.
Globalance World Launch Speech
Discover new perspectives for your wealth.
Future-oriented investing
Globalance World
Discover an interactive digital globe for investors and see the future viability and sustainability of your investments.
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.
Twenty-five years ago, when “sustainability” was still a foreign 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.
In 1997, our founders launched the world’s first investment fund focusing on sustainability, the “Sustainable Performance Group Fund”.
In cooperation with Dow Jones, our founders set another milestone: the “Dow Jones Sustainability Index”. Today, it is one of the most widely used references for sustainable investments worldwide.
Water Theme
Our founders launched the “SAM Sustainable Water Fund”,
which is investing for the first time in companies that offer solutions to global water issues.
The “SAM Sustainable Water Fund” is followed by the “SAM Private Equity Fund”, the first cleantech fund in financial history to invest in sustainability.
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.
The Dutch asset manager Robeco takes over the rapidly growing SAM Group and continues the success story launched in 1995. SAM becomes RobecoSAM.
The founders of SAM continue their vision and establish Globalance Bank. Now the focus is no longer on institutional investors, but rather on private clients, families and foundations who wish to invest their assets in a sustainable and future-oriented manner.
With our unique Globalance Footprint® we launched a world first. Using the Footprint® methodology, investors can easily track the economic, social and environmental impact of their investments. Globalance is the first bank in the world to offer its clients this transparency.
Globalance expands into Germany and founds Globalance Invest Germany with headquarters in Munich. As the first asset manager focusing on sustainability, Globalance now offers its entire range of services to private clients, foundations, and families in Germany.**
Globalance is the overall winner of the BILANZ Private Banking Rating 2019. Future-oriented investment strategies, entrepreneurship, digital innovations such as the Globalance Footprint® and above-average customer service are what set us apart.*
With Globalance World, Globalance launches a world first. For the first time, investors can now view the future viability and sustainability of their investments in a simple and easy-to-understand manner. Digitally, real-time and visually processed.
Footnote:
* Footprint®: proprietary analysis tool (not a seal/certification). ITR: MSCI methodology. Megatrend share is not a sustainability indicator. Methodology: www.globalance-invest.de/methodik. The Footprint assesses the orientation and characteristics of the companies – not the direct ecological impact of the invested capital on the secondary market
