Wealth solutions.
Simply beautiful.

We are the independent Swiss private bank committed to one goal: helping our clients thrive.

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Strong values and entrepreneurial roots

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PKB is the Swiss wealth manager dedicated to crafting and cultivating beautiful wealth management solutions. Family-owned for generations, we put our experience and convictions to work for our clients every day.

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Client-facing specialists

What sets us apart?

Thrive!

Living a life of abundance means different things to different people. However you define it, we are committed to helping you thrive – now and in the future.

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Wealth Management and Private Banking solutions

We help private clients manage their portfolios and find the right wealth solutions for their needs, from discretionary mandates, investment advisory and credit solutions to alternative asset classes, sustainable investments, life insurance, real estate and digital assets.

Our understanding of the complex investment landscape and suite of secure, convenient banking services keep our clients’ focus where it belongs: on their own lives and ambitions.

Discretionary Solutions
Advisory Solutions
Credit Solutions

It takes vision to create a company – and expertise to make it thrive. We help entrepreneurs pursue their vision and opportunities that will take them into the future.

In addition to strategic guidance, we offer corporate banking, credit solutions and access to other key services, including M&A advisory. As specialists in tailored financial packages for international trade, we pay particular attention to the active management of foreign exchange and interest rate risks.

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From corporates and pension funds to financial institutions and public sector administrations, we understand the distinct and complex needs of institutional investors.

We bring our clients years of experience in the primary Swiss franc bond, treasury and foreign exchange markets. Our specialists are always on hand to evaluate new bond issues, advise on investment strategies and deliver high-touch, innovative solutions.

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With independent investment advice in high demand, we know how important it is to be a reliable, responsive partner to external asset managers.

Our dedicated in-house team supports EAMs with market analysis, investment selection, legal advice and execution. With short reaction times and absolute transparency, we also help with back-office and IT services to ensure smooth day-to-day operations.

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PKB AddVenture Academy

This brand-new initiative was created in partnership with Match Strategies, an innovation boutique, to support high-potential start-ups in Switzerland.

PKB AddVenture Academy

Swiss Sustainable Finance

As a family-owned business, we believe that putting strong values into practice can benefit our clients, the broader PKB community, industry and society at large. For this reason, we are an active member of Swiss Sustainable Finance (SSF).

Swiss Sustainable Finance

University of St. Gallen

Our internal culture is shaped by our efforts to promote diversity, fairness and equal pay for equal skills. An analysis by the renowned Swiss University of St. Gallen – and certified by the Equal Salary Foundation – is a testament to our commitment to pay equally and stand out as an attractive employer.

We Pay Fair

Private Banking Awards

Our dedication to clients is a point of pride across the entire PKB Group. Our Italian private bank Cassa Lombarda, for example, has won the prestigious Best Boutique in Private Banking award two years in a row.

Best Boutique in Private banking

WealthBriefing Swiss Awards 2024

The dedication we put into what we do and the ability to work all together in a cohesive manner to help our clients grow, realise and prosper has led to a splendid recognition of which we are proud: PKB Private Bank has been awarded as the best Private Bank based in Lugano.