PRIVATE WEALTH – KEY TO TRANSFORMATION
Family Offices
You have built or inherited significant family wealth and can now pursue bold and meaningful goals. For your family, your children and future generations. We are here to help you achieve your financial and personal goals.
Our Offering
Together with you and your family, we develop individual solutions to increase and preserve your assets. Join us for a vibrant conversation on essential questions.
How can we best support you with our network?
The megatrends of our time present us with complex challenges and require a rethink. We may need a new approach – a cultural shift in collaboration that goes beyond company and industry boundaries. For us, this means actively sharing our network and knowledge with you. We would be happy to connect you with people or experts from our networks who can support you in the successful implementation of your goals, wishes and projects.
Which values are important to you and your family?
The values that are important to you and your family form the core of your lifestyle. We invite you to share your values, ideas, and personal experiences with us.
How can you invest into the future rather than the past?
Three elements are crucial for us: outlook, footprint and financial quality.
Our investment strategy allows you to invest in new growth areas while replacing outdated business models. We help you identify companies that have developed solutions for the major challenges of our time and thus successfully respond to global megatrends.
Preserving a healthy planet for the next generation is one of the greatest challenges of our time – and also one of the greatest investment opportunities. We seek investment opportunities that are aligned with a positive footprint for the economy, society and the environment.*
An investment is only future-proof if it also demonstrates a high financial quality. All investments must pass a rigorous financial analysis (e.g. market returns, strong balance sheet quality, sustainable revenue growth).
Are you aware of the impact your money can have?
Learn more about how your assets are positioned according to our methodology. Let’s analyze the future viability and footprint of your portfolio, uncover unnecessary risks and reveal the level of your hidden costs. We are alsohappy to show you how you can optimize it.
How transparent is your current portfolio?
Create transparency in your portfolio and rediscover your investments with our interactive, digital tool Globalance World. It provides you with insights into megatrends such as e.g., digitalization or health & aging. You will learn how the companies in your portfolio are positioned in relation to e.g., the conservation of natural resources or the knowledge society. Globalance World helps you make better decisions in the long run – for sustainable and future-proof investments.
Which investment strategy is right for you?
Choose between our discretionary mandates and fund solutions. In the case of a discretionary mandate, we work together to determine your personal investment strategy. Our investment specialists will implement your specifications accordingly. Each investment is carefully evaluated for its future viability, alignment with a positive footprint and financial quality.* When it comes to fund solutions, you can choose between a pure equity fund and a broadly diversified mixed fund.
Reporting – how about a different approach?
Benefit from exclusive reporting. With Globalance, you receive a personal and transparent reporting – with individual stories and background information tailored to your portfolio. Only available in German.
We support you in directing your wealth planning towards a positive future.
Talk to us today about the future of your wealth. Learn how you can benefit from the future and successfully invest into a positive future.
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. The ITR describes the companies’ climate pathway, not the actual emission reduction achieved through your capital investment.
