Advisory Services

If clients wish to manage their assets personally, PKB offers a personalised investment advisory service.

We offer two levels of interaction based on clients’ individual requirements. With the “Advisory” service, the key contact person is the advisor, who provides assistance on all investment-related matters and develops personalised solutions. Clients receive a monthly update on market performance and regular analysis of their portfolio.

Should they prefer more proactive advice, we recommend our “Advisory Premium” service. Clients receive support from advisory desk specialists as well as from their personal advisor. They receive investment information and advice on a daily basis. This service includes regular analysis and monitoring of their portfolio.

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