Globalance Bank

Wealth management; private bank

Zurich, Zurich

Switzerland

www.globalance-bank.com

About Globalance Bank

Globalance is an owner-led Swiss private bank and stands for a paradigm shift in finance and investing. It primarily manages the wealth and capital of private clients, families and foundations according to principles of long-term investment. Impact orientation is integral to its multi-asset class investment approach.

As the first bank in the world to do so, Globalance Bank has developed an instrument for that purpose, one that creates transparency: the Globalance Footprint. This visionary investment compass gives investors insight, foresight and a sense of security. It allows clients to understand the economic, societal and environmental impacts of all their assets. An interactive online-platform allows clients real-time access to relevant impact data and commentary covering their entire individual portfolios.

In the interests of its clients Globalance is completely independent, does not promote its own investment products and maintains full transparency on its fees.

The founding team consists of tried and tested pioneers who successfully built up the world’s leading asset manager for sustainable investments, SAM Sustainable Asset Management (today, robecoSAM), set a milestone by developing the Dow Jones Sustainability Index (DJSI) in collaboration with Dow Jones and, with the consultancy SustainAbility, advised globally leading companies such as Nestlé, Swiss Re and Starbucks in their efforts to credibly integrate sustainability into their strategies, business models, products and services.

Globalance Bank is member of the World Economic Forums’s Global Growth Companies and has been named “Best Swiss Private Bank” by the economic weekly BILANZ.

The rigorous independent certification by B Lab confirms that we ourselves are walking the talk. We are delighted to help raise awareness for the B Corp-movement of successful businesses with high integrity.

The Change We Seek®

Successful long-term investing requires attractive investments and broad diversification across many asset classes. To assure that a portfolio is truly fit for the future, considerations regarding the three dimensions of risk, return and real-world-impact are equally critical in every decision Globalance is taking on behalf of its clients. Its concept of “dual returns” combines market-rate financial returns for investors with the greatest possible positive impact on the economy, society as a whole and the environment.

We enable our clients to be active owners and to successfully manage their entire wealth following the principles of stewardship.

What makes us a better company?

B Impact Report

Certified since: 

October 2015
Summary:

Company Score

Median Score*

Environment

Environment

The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.

7
7
Workers

Workers

The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.

22
18
Customers

Customers

The Customers section of the Assessment measures the impact a company has on its customers. The section focuses on whether a company sells products or services that promote public benefit, and if those products/services are targeted towards serving underserved populations. Questions in this section will measure whether a company's product or service is designed to solve a social or environmental issue (e.g. improves health, preserves environment or creates economic opportunity to individuals or communities, promotes the arts/sciences, or increases the flow of capital to purpose-driven enterprises).

53
N/A
Community

Community

The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.

14
17
Governance

Governance

The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

13
6
Overall B Score
109
55

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

view full reports »

Miscellany: 

Social Media