Who we are
20 years as Swiss independant asset managers.
Globally is a FINMA-authorized portfolio manager based in Geneva, Switzerland. Our clients rely on decades of expertise we've acquired in every field of the wealth management value chain.
Your advisor at Globally will first understand your needs, assist you and your family in setting up clear objectives, then offer you the tools to successfully achieve them.
Building trust: two decades of success in Financial Advisory
During the last 20 years as independent financial advisors, we focused on offering a best-in-class service to our demanding clientele.
Authorized by FINMA and supervised by SO-FIT, we operate within the Swiss regulatory framework, guaranteeing compliance with the highest ethical standards in the global wealth management industry.
Our strategic decision to operate from Geneva allows our clients to benefit from a full range of services offered by our selected partners under our leadership: family office services, wealth planning, portfolio consolidation of bankable and non-bankable assets, advisory and asset management, trading, tailor-made portfolio solutions, extensive custodian banks network, ...
Our Values
At the heart of Globally lie important principles that shape our relationships and development.
Independence and Integrity
Globally is large enough to weigh, yet small enough to care. As an independent actor, we will always offer you recommendations that we think suit you best. Our independence is preventing potential conflict of interests and puts your objectives first.
Customization
Our clients are business founders, family leaders and successful individuals with unique situations. Our philosophy is to address this uniqueness by offering tailor-made services, with customized strategies. We think this is the only successful approach to help our clients prepare, adjust and thrive.
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
The joint experience of our team, which enables a strategic vision, a rigorous analysis of every unique situation as well as a massive work capacity, ensures that each client will receive transparent, accessible information and assessments.