Discretionary Solutions
Portfolio management capabilities
As unique as your investment strategy
Our team of specialists can propose a range of investment products that suit your dreams and ambitions, offering a range of asset management products for clients who prefer to delegate their investment decisions. You benefit from our leverage, far-reaching expertise and open architecture, covering all asset classes and geographies.
Tailor made for you
Tailor made for you
Expertise at your service
You benefit from our leverage, far-reaching expertise and open architecture, covering all asset classes and geographies. We offer traditional mandates for investing in the global markets, encompassing the main reference currencies (Swiss Franc, Euro and US Dollar).
Flexibility meets sustainability
Flexible mandates are suitable for clients who are looking for more interaction with their relationship manager. The RM manages himself the portfolio in a discretionary manner with regular reviews with the client.
PKB also embraces sustainable investments and we are proud to offer a set of mandates in funds which invest according to strict ESG principles.
Other solutions
Advisory solutions
Our Standard and Premium services ensure you receive the depth of investment advice right for you.
Credit solutions
Our Lombard loans, mortgages and corporate banking offering is ideal for private clients, entrepreneurs and companies.
Private clients
Our discretionary, advisory, credit and wealth solutions help you navigate the complex investment landscape beautifully.