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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,814 companies indexed · Last updated: today
DirectoryFinance & InsuranceBanksZurichGlobalance Bank AG
Globalance Bank AG Logo
Verified· 4 sources

Globalance Bank AG

Summary

About the company

The core activity of Globalance Bank AG is wealth management and investment consulting with a focus on sustainable and forward-looking investments. The company offers services such as wealth management, investment funds, and Future Check, and targets private clients, foundations, family offices, and B2B partners.

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Offering

Products & services

Industry:Banks
✓ Offered6
Asset Management
Individual discretionary asset management mandates for private clients, foundations, family offices and B2B clients; either a pure equities mandate or multi-asset-class solutions in CHF, EUR and USD.
Investment Funds
Two investment funds managed by Globalance for smaller portfolios: the Globalance Zukunftbeweger Focused equity fund and the Sokrates Fund balanced fund.
Globalance World
Digital access to the portfolio with a 360° view of individual holdings, climate contribution, footprint, megatrend exposure, performance and download of bank documents.
Future Check
Analysis of the existing portfolio regarding future viability, climate-warming potential, footprint, net-zero targets, fossil energy sources, risk and diversification.
B2B Partnerships
Support for banks, independent asset managers, family offices and intermediaries with future-oriented investment solutions, white-label solutions, model portfolios, custody bank services and digital reporting solutions.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Press

Media

October 22, 2025Media
Susanne Kundert: «Wir fahren seit über 10 Jahren einen Tesla»
finews.ch
October 7, 2024Media
Duell der beiden Newcomer auf dem Bankenplatz Zürich
finews.ch
April 24, 2024Media
Susanne Kundert neu in der Geschäftsleitung der Globalance Bank | People | Aktuell
investrends.ch
January 8, 2024Media
«Engagement in erneuerbarer Energie aufbauen»
fuw.ch
August 10, 2023Media
Globalance ernennt Jürg Furrer zum Deputy-CEO | People | Aktuell
investrends.ch

Knowledge

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Location

Gartenstrasse 16
8002 Zurich
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-115.542.546
Founded
2010 · 16 years
Last commercial register change
July 7, 2026
Employees
21 to 50

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