City Zürich

Globalance Bank

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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

Qualifications

Relevant Diplomas

  • TestedCFA UK Level Certificate in ESG Investing, 2021

  • TestedCertified Environmental, Social and Governance Analyst CESGA®, 2020

  • TestedBetriebsökonomin KLZ, 2004

  • TestedHöheres 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

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