Our offer

We combine your personal requirements and our high-precision approach
Large private fortunes or foundations are an asset class of their own and require a targeted, robust, transparent and implementable wealth management strategy, which can serve as a guideline. That is why we start with a thorough analysis of the individual framework conditions. We will work together with you to prepare an optimal wealth management strategy. Our experienced capital market specialists will then take care of the implementation in order to do justice to you and your fortune.

We enable you to focus on what is really important
Having a complete and up-to-date overview of all assets is indispensable if you want to make informed and optimal decisions about your fortune. You will need to keep an eye on your bank accounts, real estate holdings, company stakes and other assets to be able to intervene in time, if necessary. If, however, you do not want to deal with daily administration and management tasks, our experts will be happy to step in so that you can focus on what is really important in your life.

Secure wealth for future generations
What is the optimal way to transfer my fortune to my heirs? What should I keep in mind when I want to establish a foundation for a purpose which I have long held near my heart? What should I do to protect my fortune in an emergency? It is important to consider these questions in time, as it may take some time to implement a potential solution.

WHAT WE CAN DO FOR YOU?

How can we help?

Invest wisely to protect the capital
You are looking for an advisor who is able to develop not only a wealth management strategy, but also the necessary, overarching implementation concept. Someone who monitors this concept regularly, continues to develop it further, provides you with access to the best wealth managers world-wide and is able to answer questions such as these:

- What is the best way to manage different asset classes, both at the individual asset-class level and combined?
- What are the advantages of passive and active implementation concepts, respectively?
- How many managers will I need for the different tasks?
- Which wealth managers are best suited to my specific needs and goals?

Return-oriented investments
When interest rates are low, investments in real estate and company stakeholdings may become more important and help to achieve satisfactory returns at an acceptable risk. Would you like advice and support on this issue because you do not yet have sufficient experience? Or are you looking for a discrete intermediary to get access to attractive properties or a potential buyer for one of your real-estate holdings? Or are you perhaps interested in a cooperation with private equity, infrastructure or impact investment partners?

Ensure sustainable growth
Your goal is to create a sustainable basis for your family fortune or your foundation in order to secure and increase the capital across several generations. In addition, you are looking for concrete answers to ecological, ethical and social issues which may directly and indirectly affect the management of a large fortune. Since you have your own opinions on what is “right” and feel that some definitions of sustainability are a bit vague, you want to establish your own guidelines on how certain values and criteria should be taken into account.

Strategy & Implementation

Wealth Management
Strategy

We treat a fortune similar to a company. This approach requires a reliable basis. For that reason, we will begin with a very thorough analysis of your situation, which will cover not only the size and structure of your fortune, but also include (and pay particular attention to) your family situation. After all, different generations may have different requirements and goals. This analysis serves as the basis for your wealth management strategy. The strategy will be regularly reviewed and adapted against the background of the latest market developments and, above all, risks.

Capital Market Expertise

Right from the beginning, we have always been an asset-managing family office. Asset management has been one of our key competences for decades now. And our asset management range is possibly the easiest way for you to benefit from our competence in implementing investment solutions.

Rely on our extensive capital market knowledge and on our expertise in selecting experienced specialists for the individual asset classes. We have regularly received awards for the quality of our asset management.

Real Estate & Corporate Stakeholdings

Real estate is an important pillar of an overarching asset management strategy. We will be happy to provide you with competent advice.”Our comprehensive range of real estate advisory services covers four modules: strategy advice, real estate transactions, real estate management and real estate reporting and controlling.
Real estate plays a major role in almost all complex fortunes; in most cases, it serves to diversify the capital and protect it in the long run. We will analyse your real estate holdings against the background of your complete portfolio and work together with you to develop a real estate strategy.

Globalbank and Sustainability

To us, sustainability is not just a buzzword or a convenient marketing tool. Instead, sustainability as a concept is deeply rooted in our corporate identity. We are one of the first wealth managers to have integrated sustainability in our management and advisory procedures, and by now, we can look back on more than ten years of expertise in this area.
Based on this foundation, we are continuing our corporate development in order to remain your reliable, competent and innovative partner in the area of sustainability.

Our broad range of services enables us to function as a one-stop provider.

The approach of looking at assets like a business requires a solid foundation. At the beginning of our work for you is therefore a very careful analysis of your situation. It includes not only the scope and structures of your total assets, but also and above all the underlying family situation. Different generations often have different requirements and goals. From this analysis, we develop your wealth strategy for you. We understand this as an ongoing process that we continuously accompany for you, always keeping an eye on the markets and above all the risks.

Client and fortune analysis
We will work together with our clients to develop the framework for the new wealth management strategy. The clients’ investment goals, their investment horizon and risk appetites as well as individual wishes and topics will shape the framework and set the “schedule” for each mandate.
The analysis will focus on understanding, assessing and analysing the current structure of the fortune. This helps to create transparency and provide key drivers for the (re-)orientation of the fortune.

Overall asset strategy
In many cases, the overall strategy must cover large time dimensions because the assets, their development and ultimately their use are intended for future generations. Your personal goals and our results from the client and wealth analysis form the basis for the development of the overall wealth strategy. In addition, possible effects from global trends are taken into account.

Depending on the objectives, the action plan includes
- Transparent comparison of alternative scenarios, taking individual specifications into account.
- Proposals for the organisation and management (governance) of family and assets
- Discussion of succession issues, including execution of wills and establishment of foundations
- Proposals for strategic asset allocation (SAA) for total assets - liquid and illiquid assets
- Determination of suitable managers (beauty contest) and suitable investment instruments
- Risk analysis of the individual portfolios and the consolidated assets
- Development of an investment strategy for the real estate assets / private equity investments and/or other alternative investments