About Us

At Globality Group, we have a distinct approach that began with a bold move. While most financial groups start with a holding company, we launched straight into establishing a FINMA-regulated fund management company, one of the few precious authorizations for Swiss real estate fund management.

Working closely with our clients helped shape who we are today. We discovered how opportunities naturally connect and evolve. We work behind the scenes, accompanying our clients with discretion and professionalism. Our vision and market insights, combined with our clients’ objectives, allow us to identify and develop opportunities across sectors. We adapt our expertise to our clients’ evolving needs and aspirations, driven by a long-term vision.

Investment Philosophy

At Globality Group, we apply a family office approach to investment management, combining personal attention with institutional-grade expertise. We maintain complete transparency while delivering tailored solutions for each client.

Our investment philosophy rests on three fundamental principles :

Strategic Vision : We identify compelling investment opportunities through deep market understanding and extensive analysis.

Dynamic Execution : Our agile structure enables decisive action, positioning our clients to capture value across market cycles.

Sustainable Value Creation : We focus on generating long-term value through disciplined investment decisions and active management.

Values and Vision

At Globality Group, we uphold core principles that define our culture and drive our future growth.

Our commitment to excellence is built on fundamental values that shape every aspect of our operations.

« By streamlining processes through technological innovation, we enhance our operational efficiency while ensuring our team focuses on what matters most: delivering value through expertise and personal relationships. »

Independent Thinking : Our autonomy enables objective decision-making, ensuring client interests always come first.

Trusted Partnership : We foster long-term relationships through transparent communication and personalized service.

Strong Governance: We maintain rigorous standards and robust structures across all operations.

Operational Excellence : We combine cost efficiency with agile execution, adapting swiftly to market dynamics.

What We Do

At Globality Group, we operate through two distinct yet complementary business lines.

Real Estate

Global Funds – Regulated Sector Our FINMA-regulated entity specializes in securitization and fund management services:

  • Real estate fund structuring and management
  • Investment vehicle creation for institutional investors, pension funds and private clients
  • Portfolio administration and compliance

Real Value & Globestate – Non-Regulated Sector Dedicated to private owners and family offices:

  • Investment advisory
  • Asset management
  • Transaction services and deal structuring

Private Equity – Global Ventures

Our private equity activities evolved naturally from our real estate expertise. Starting with club deals in real estate, Global Ventures now explores opportunities across:

  • Real estate-related ventures
  • Food and beverage sector
  • Wellbeing services

We structure each investment through tailored vehicles, adapting our approach to match opportunity scale and client objectives.