Globalance

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.

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

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

• Private banking services
• Wealth management
• Sustainable investment funds
• Climate impact investing
• Digital portfolio transparency

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. 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.
2. Investment Fund Management: Management of proprietary investment funds including Sokrates Fund and Zukunftbeweger Focused Fund, generating fee income from fund management.
3. B2B Partnerships: Asset management services for other banks and institutional partners, expanding distribution through B2B channels.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels9 records

Core 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

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature3 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Access to Nutrition Initiative (ATNI)coreStrategic or Co-development Partner · 1 January 2025Co-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 100coreStrategic or Co-development Partner · 1 January 2024Addresses 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+coreStrategic or Co-development Partner · 1 January 2023Investor-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)coreStrategic or Co-development Partner · 1 January 2020Leading 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)coreStrategic or Co-development Partner · 1 September 2019Founding 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 AGminorImplementation/ SI/ Consulting PartnerDigital agency based in Lucerne responsible for website implementation and development of globalance.com

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct 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

• Facebookfacebook.com/GlobalanceBank
• LinkedInlinkedin.com/company/globalance-bank
• Xx.com/Globalance_Bank

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Globalance