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.

Founding SAM Group

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.

First Sustainable Fund Worldwide

In 1997, our founders launched the world’s first investment fund focusing on sustainability, the “Sustainable Performance Group Fund”.

Dow Jones Sustainability Index

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.

First Fund Worldwide to
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 World’s First Cleantech Fund

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 First Climate Fund

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.

Successful Sale of the SAM Group

The Dutch asset manager Robeco takes over the rapidly growing SAM Group and continues the success story launched in 1995. SAM becomes RobecoSAM.

Foundation of Globalance Bank

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.

Globalance launches the Globalance Footprint®

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.

Expansion to Germany

Globalance expands into Germany and founds Globalance Invest Deutschland 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.

Overall Winner Globalance Bank

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.

World First: Google Earth for Investors

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.

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Globalance

Facts & Figures

Globalance is characterized by long-term, sustainable and future-oriented thinking and action – an overview in facts and figures.

Globalance Invest is a 100% subsidiary of the Swiss private bank Globalance.

Nr.1

Best Swiss Bank for Private Banking (Bilanz Ranking 2019)

Top 6

International Performance Competition
(pruefinstanz.de)

72%

Financial stability (core capital ratio CET1)

>1/2

Ratio of female customers

100%

All employees eligible to participate in the bank as shareholders

0

Legacy

Walk the talk

Sustainability at Globalance Invest

Globalance – with its subsidiary Globalance Invest – is the pioneer for sustainable investments in the financial market and also pays attention to a positive footprint in other activities.

B-Corp

Globalance is a certified Benefit Corporation (Certified B Corp). It was the second bank in Europe to receive this quality label and one of the first companies in Switzerland. The Certificate B Corporations is awarded worldwide to companies that positively shape the future. These are companies that define entrepreneurial success in a broader sense: They strive for business success by providing valuable services for the economy and society.

Energy

We also pay attention to sustainability with our energy supplier and rely on Greenpeace Energy. 0% coal, 0% nuclear power. With Greenpeace Energy, we rely on 100% green electricity with a sustainable effect. Generated from 100% renewable sources and an electricity mix with a particularly high proportion of wind power in accordance with the criteria of the environmental organization Greenpeace e. V.

Catering

It is important to us to be a good host to our guests that visit our house. However, we do not look only at the quality of the food, but also at sustainability. We obtain our food from local partners, with regional and seasonal offers. We do not do business with “Resource wasters” and CO2 sinners. Visit our next Roundtable and convince yourself!

Public Transport

100 percent of our employees commute to work by public transport (or bicycle). And for business trips, Globalance also uses the sustainable option and travels by bus, streetcar, train, etc. Whenever possible, we save 10 tons of CO2, 1.5 kilograms of nitrogen oxides and 127 grams of particulate matter every year.

Coffee

The Dinzler coffee roasting company in Munich is committed to fair trade. For years, they have been sourcing directly and fairly in the country of origin, allowing farmers to earn significantly more from their coffee. While most of the coffee market is served by large plantations through middlemen, Dinzler seeks direct contact with small plantations and strives for long-term cooperation there. For us several good reasons to buy our coffee from Dinzler.