
Gaby Aschwanden
Zürich
Globalance Bank
(0 with 0 ratings)
Globalance - More than just moving money
Globalance Bank specializes in sustainable and future-oriented investments.
As a senior customer advisor, I support you with enthusiasm and many years of banking experience. It is important to me that you feel well looked after and individually advised at all levels.
Before I joined Globalance Bank, I worked for 11 years as a portfolio manager at Union Bancaire Privée (UBP) in Zurich. I previously enthusiastically looked after demanding international clients for ABN AMRO Bank (Switzerland), LGT Bank and Jyske Bank (Switzerland). I have been able to gain more than 30 years of banking experience in national and international institutions.
I acquired my in-depth knowledge of sustainable investments through international training as a "Certified ESG Analyst (CESGA)" and the "CFA - Certificate in ESG Investing". I am also a qualified business economist KLZ.
In my spare time, I trained as a yoga teacher, NLP coach and in positive psychology. The diversity of our world fascinates me and I love exploring nature in my kayak or on foot.
"Being an active part of a positive change in the world, inspiring people to invest sustainably and demonstrating with conviction and enthusiasm that the upcoming paradigm shift brings with it many opportunities and possibilities, that's what inspires me in my work." - Gaby Aschwanden
As a senior customer advisor, I support you with enthusiasm and many years of banking experience. It is important to me that you feel well looked after and individually advised at all levels.
Before I joined Globalance Bank, I worked for 11 years as a portfolio manager at Union Bancaire Privée (UBP) in Zurich. I previously enthusiastically looked after demanding international clients for ABN AMRO Bank (Switzerland), LGT Bank and Jyske Bank (Switzerland). I have been able to gain more than 30 years of banking experience in national and international institutions.
I acquired my in-depth knowledge of sustainable investments through international training as a "Certified ESG Analyst (CESGA)" and the "CFA - Certificate in ESG Investing". I am also a qualified business economist KLZ.
In my spare time, I trained as a yoga teacher, NLP coach and in positive psychology. The diversity of our world fascinates me and I love exploring nature in my kayak or on foot.
"Being an active part of a positive change in the world, inspiring people to invest sustainably and demonstrating with conviction and enthusiasm that the upcoming paradigm shift brings with it many opportunities and possibilities, that's what inspires me in my work." - Gaby Aschwanden
Qualifications
Relevant Diplomas
CFA UK Level Certificate in ESG Investing, 2021
Certified Environmental, Social and Governance Analyst CESGA®, 2020
Betriebsökonomin KLZ, 2004
Höheres Wirtschaftsdiplom KLZ, 1998
Language(s) in counseling
Englisch
Deutsch
Topics:
Invest money
Financial Planning
Invest vested benefits funds
Second opinion
Assess the overall financial situation
Receive a pension or capital
Pillar 3a
Create a budget plan
Partner protection
Settle an inheritance
Tax optimization
Self-employment
Living situation

Evaluation
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