Globalance
Globalance Bank AG is an owner-managed Swiss private bank in Zurich specializing in future-oriented, sustainable wealth management for private clients, family offices, foundations, and entrepreneurs, anchored by its proprietary Globalance World digital transparency platform and Futuremover investment thesis.
- Company typePrivate
- Founded2011
- HeadquartersZürich, Switzerland
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Globalance does
Globalance Bank AG is an owner-managed Swiss private bank headquartered in Zurich, founded in 2011 by Reto Ringger and Daniel Muntwyler. The bank operates as a boutique wealth manager specializing in future-oriented and sustainability-themed investments, serving private clients, entrepreneurs, family offices, foundations (Stiftungen), and other banks through B2B partnerships. Its core product is the Globalance World digital platform, which provides portfolio transparency on climate risk and future opportunity exposure, complemented by proprietary investment funds (Sokrates Fund, Zukunftbeweger Focused Fund), discretionary wealth management mandates, and analytical tools such as the Futuremover-Matrix and the free Zukunfts-Check portfolio assessment.
The company's technology stack centers on Globalance World as a proprietary transparency layer enabling clients to evaluate Future Readiness and Positive Footprint metrics across portfolio holdings. Supporting infrastructure includes partnerships with ISS for proxy voting aligned with ISS Sustainability International Voting Guidelines, alongside standard BI and marketing tools (Google Analytics 4, Hotjar, Google Ads, fusedeck). Globalance was the first Swiss bank to publish Swiss Climate Scores for all managed assets (2022), is a certified B Corporation, and a founding signatory of the UN Principles for Responsible Banking (2019).
Revenue is generated through recurring asset-based management fees on discretionary mandates, proprietary fund management (Sokrates Fund, Zukunftbeweger Focused Fund), and white-label/B2B asset management for other financial institutions. Distribution combines direct relationship management via specialized advisors (Head of Foundations, Head of Family Offices, Senior Client Advisors) with self-serve platform features and event-driven engagement (webinars, Zukunftbeweger-Magazin quarterly publication, Globalance Community). The bank targets net-zero alignment by 2050 with an interim 1.5°C portfolio temperature target by 2040 and maintains active stewardship through Climate Action 100+, Nature Action 100, CDP, and ATNI investor coalitions.
Globalance firmographics
Firmographics- Name
- Globalance
- Legal name
- Globalance Bank AG
- Website
- https://globalance.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Globalance Bank AG is an owner-managed Swiss private bank in Zurich specializing in future-oriented, sustainable wealth management for private clients, family offices, foundations, and entrepreneurs, anchored by its proprietary Globalance World digital transparency platform and Futuremover investment thesis.
- Ownership category
- akta.pro rank
Globalance industry classification
Industry- Product category
- Private Banking & Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
- akta.pro secondary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
Keywords
Where Globalance is headquartered
LocationHeadquarters
- HQ city
- Zürich
- HQ country
- Switzerland
- HQ region
- Europe
Offices2 records
Markets served
Globalance business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management Services: Discretionary asset management mandates for private clients, families, foundations, and family offices. Revenue generated through management fees based on assets under management.
- Investment Fund Management: Management of proprietary investment funds including Sokrates Fund and Zukunftbeweger Focused Fund, generating fee income from fund management.
- B2B Partnerships: Asset management services for other banks and institutional partners, expanding distribution through B2B channels.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Personalized advisory service with dedicated relationship managers |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels9 records
Globalance product offering
Product offeringCore offering
Globalance Bank AG is an owner-managed Swiss private bank offering discretionary wealth management services for private clients, entrepreneurs, family offices, and foundations, with portfolios invested in 'Futuremover' companies that combine innovation with positive environmental and social footprint. The bank distributes proprietary investment funds (Sokrates Fund, Zukunftbeweger Focused) and provides B2B asset management services to other banks, all supported by the Globalance World digital transparency platform.
Product overview
Globalance is an owner-managed Swiss private bank and pioneer for future-oriented investments. The company offers a unified platform approach centered on Globalance World, a digital transparency platform, complemented by investment fund products (Sokrates Fund, Zukunftbeweger Focused), wealth management services, and analytical tools including the Futuremover-Matrix and Zukunfts-Check portfolio assessment tool. The ecosystem is designed around identifying and investing in Futuremover companies that combine innovation with positive environmental and social impact.
Differentiator
Problem solved
Functional benefit
Brands
- Globalance World: Digital platform providing transparency regarding the impact of investments on the world, allowing clients to experience unprecedented transparency in their investments.
- Swiss Climate Scores
- Zukunftbeweger
- Sokrates Fund
Products and services
- Globalance World Registered digital platform providing clients with transparency on the impact of their investments, enabling real-time assessment of climate risks and future opportunities across the portfolio. Available to wealth management clients of Globalance Bank AG.
- Sokrates Fund Proprietary investment fund managed by Globalance, focused on future-oriented companies, with Swiss Climate Scores factsheet disclosure. Available to private clients, entrepreneurs, foundations, and family offices.
- Zukunftbeweger Focused Fund Proprietary investment fund investing in promising, future-oriented companies with a positive footprint, classified as a Futuremover vehicle by Globalance. Available to private clients, entrepreneurs, foundations, and family offices.
- Vermögensverwaltung (Wealth Management) Discretionary asset management service for private clients, families, foundations, family offices, and other banks, investing in Futuremover companies with attractive return potential that solve global challenges.
- B2B Asset Management for Partner Banks White-label asset management, co-investment solutions, and distribution partnerships offered to other banks and financial institutions seeking future-oriented, climate-aligned investment products for their clients.
Quantifiable outcome
- All managed portfolios below 2°C and 50% below MSCI World benchmark
- +1 more outcomes
Companies that use Globalance
Customer profileSegments5 records
Ideal customer profiles5 records
Globalance technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature3 records
Globalance partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- Access to Nutrition Initiative (ATNI)coreCo-lead of engagement with Unilever since 2025. ATNI is an investor collaboration focused on making healthy nutrition globally accessible. Publishes reports analyzing 30 food companies on nutrition-related practices including product composition and marketing.
- Nature Action 100coreAddresses 100 companies most impacting nature to preserve biodiversity. Globalance continued co-lead engagement with Roche in 2025 and remains actively involved in 2026.
- Climate Action 100+coreInvestor-led initiative pushing largest greenhouse gas emitters toward net-zero transition. Globalance joined two teams in 2023. Active in co-lead dialogue with Unilever since 2025.
- Carbon Disclosure Project (CDP)coreLeading platform for corporate environmental data. Since 2020, Globalance has been signatories to CDP requests. In 2025, served as lead signatories for 20 companies requesting disclosure of climate, forest, and water data.
- UN Principles for Responsible Banking (UNPRB)coreFounding signatory of UN Principles for Responsible Banking, committing to align business strategy with Paris Climate Agreement and 2030 Agenda. One of 130 international banks representing $47 trillion in combined assets that signed shortly before UN General Assembly in September 2019.
- WEBKINDER AGminorDigital agency based in Lucerne responsible for website implementation and development of globalance.com
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
Globalance competitors and assessment
Company assessmentDirect peers
- VP Bank: Liechtenstein-headquartered private bank serving HNW and family office clients, with sustainability-integrated investment solutions. Comparable in client segment and European private banking footprint, though somewhat larger.
- J. Safra Sarasin: Swiss private bank that acquired RobecoSAM (sustainability ratings) and built a sustainability-led asset management franchise. Comparable in positioning a Swiss private bank around sustainable mandates and proprietary ESG methodology.
- Lombard Odier: Swiss private bank with an explicit sustainability and 'regenerative' investment thesis, including a partnership with the Stockholm Resilience Centre. Overlaps with Globalance in HNW and family office mandates oriented toward sustainable outcomes.
- SYZ Group: Independent Swiss private banking group offering discretionary wealth management and asset management. Comparable in size category and Swiss HNW client focus, with some thematic/sustainable offerings.
- Pictet Group: One of Switzerland's largest independent private banks with a long-standing thematic and sustainable investing franchise (Pictet Quest, Pictet-Timber, Pictet-Water). Directly comparable in client segments (private clients, family offices, foundations) and Swiss private banking roots.
- Vontobel: Swiss private bank and asset manager with a strong sustainability-focused investment offering (Vontobel Fund – Sustainable Swiss Equity, etc.). Comparable in client mix (HNW, foundations) and Swiss private banking positioning, though materially larger in AUM and headcount.
Broad incumbents
- UBS Wealth Management: Switzerland's largest wealth manager with growing sustainable investing capabilities (UBS Planet Sustainable Investment Funds, SIaaS). Overlaps with Globalance in HNW and ultra-HNW client segments but competes across a much broader mandate universe rather than a future-oriented niche.
Emerging players
- Triodos Bank: European sustainable bank (Netherlands-headquartered) with a mission-led model investing only in sectors deemed sustainable. Comparable in ethos and ESG-first positioning, though focused on retail/impact lending rather than private banking.
- GLS Bank: Germany's largest sustainable bank, operating with a values-based mandate similar to Globalance's future-oriented thesis. Comparable in pioneering sustainable banking positioning within the DACH region, but operates as a cooperative rather than private bank.
Others
- Robeco: Dutch asset manager with one of the most established sustainable investment franchises (SI research, engagement, integration). Comparable in stewardship and climate methodology orientation, though operates as a wholesale asset manager rather than a private bank serving HNW clients.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Globalance social profiles
Digital presenceGlobalance compliance and trust
Trust signalCompliance4 records
Globalance financial estimates
Financial estimateRevenue estimate
Valuation estimate
Globalance leadership team
Management profileNumber of profiles
Profiles9 records
Globalance subsidiaries and ownership
Company hierarchySubsidiaries2 records
Globalance funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Globalance M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Globalance
What does Globalance do?
Globalance Bank AG is an owner-managed Swiss private bank offering discretionary wealth management services for private clients, entrepreneurs, family offices, and foundations, with portfolios invested in 'Futuremover' companies that combine innovation with positive environmental and social footprint. The bank distributes proprietary investment funds (Sokrates Fund, Zukunftbeweger Focused) and provides B2B asset management services to other banks, all supported by the Globalance World digital transparency platform.
Is Globalance a public or private company?
Globalance is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Globalance founded?
Globalance was founded in 2011. It employs 11 to 50 people.
Where is Globalance based?
Globalance is headquartered in Zürich, Switzerland, in the Europe region.
How does Globalance make money?
Three revenue lines are on record. Wealth Management Services are the primary driver. The others are investment Fund Management and B2B Partnerships.
Who are Globalance's main competitors?
Direct peers on record are VP Bank, J. Safra Sarasin, Lombard Odier, SYZ Group, Pictet Group and Vontobel. UBS Wealth Management is listed as a broad incumbent. Emerging players are Triodos Bank and GLS Bank. Robeco is listed as an others.
Does Globalance have an API?
No public API is recorded for Globalance.
What industry is Globalance in?
Globalance's product category is Private Banking & Wealth Management. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management, with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 523940 and its SIC code is 6282.