PKB Portfolio Hub

This service, innovative in the banking sector, allows clients to benefit from the expertise of PKB specialists even on assets held with third-party banks.

PKB Portfolio Hub is an innovative, modern, and secure platform that opens new opportunities for our private and institutional clients. By choosing this solution, clients can leverage the know-how and skills of PKB specialists in asset management and investment advisory, including on assets deposited with third-party banks.

PKB positions itself as the sole point of access for a sophisticated clientele, offering extensive flexibility in the choice of banking counterparties. The introduction of the Portfolio Hub service represents a further step in strengthening PKB’s positioning as a wealth management boutique.

A 360-degree view of your assets

Through Portfolio Hub, it is also possible to obtain a 360-degree view of your assets and receive detailed, consolidated reports with an even higher level of customization.

Other solutions

Discretionary solutions

Our team of specialists can propose a range of investment products as unique as your investment strategy.

Advisory solutions

Our Standard and Premium services ensure you receive the depth of investment advice right for you.

Credit solutions

Our Lombard loans, mortgage and corporate banking offering is ideal for entrepreneurs and companies.

Wealth Management Solutions

PKB offers personalized Wealth Management solutions, guiding clients in the planning, protection, and transfer of their assets. Through a tailored approach and specialized partnerships, it supports complex asset, legal, and tax needs.