WHO WE ARE

More than 10 years as independent financial advisers

Globally is a Swiss company which was founded in 2005 with the purpose to offer its clients a comprehensive service in wealth management and financial advice. An individualised service based on custom financial management through an international range of products, services and bank depositories.

Our more than 10 years as independent financial advisers have allowed us to find a niche in the market, growing and stabilizing our results. The success of Globally is due to the framework of credibility and confidence that the managers have been developing with clients over a period of time and the professionalism demonstrated in the work done.

The strategic decision to locate Globally in Geneva was made due to the internationally recognized long experience that the country has in regard to the activity of wealth management. This provides a perfectly legal framework for the development of Globally and to ensure the security that is offered to clients.

Globally is member of PolyReg (Self-Regulation Agency) and GSCGI (Swiss Association of Independent Management Advisers), being recognised by the FIMMA.

our values

Globally upholds a series of values

Independence and Integrity

The client benefits from the separation between the figure of the financial advisor and the entity that sells the recommended investment product, while avoiding potential conflicts of interest. This separation gives the consultant a maximum objectivity, benefiting the client directly.

Customization

Each client has a personal portfolio being adapted to his/her needs and preferences. The friendly, personalized treatment is one of our top traits. We take into account the personal, professional, and economic aspects of each client.

Closeness and Trust

The relationship with our clients is our greatest asset. The confidence and closeness are the basis of the relationship between each client and our adviser.

Experience, transparency and excellence

We advise from the joint experience of our team, which facilitates the strategic vision, the rigor in the analysis, the work capacity, and the customised assessment. All of this ensures transparency and excellence of the obtained results.