PKB
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Overview
Tagline Brand's website · 2026-11-07
PKB is an independent, family-owned Swiss private bank and wealth manager providing tailored wealth management and banking solutions.
Description Brand's website · 2026-11-07
PKB is a Swiss private bank rooted in family values and independence. It provides wealth management, private banking, corporate banking, capital markets, fiduciary and related financial services for private, entrepreneurial and institutional clients, as well as external asset managers.
Identity
Mission Brand's website · 2026-11-07
Helping clients, business partners, employees and the world around them thrive by protecting and cultivating what matters most through simple, beautiful wealth management solutions.
Founders & leadership Brand's website · 2026-11-07
The Trabaldo Togna family provides strategic guidance for PKB Group and is its sole shareholder through Auriga Holding SA. Umberto Trabaldo Togna was named Chairman of the Board and Luca Venturini CEO of the group in 2020.
Website Brand's website · 2026-11-07
https://pkb.ch
Voice & tone Brand's website · 2026-11-07
Professional, relationship-oriented, independent, dedicated, rooted in family values, and focused on making complex wealth management solutions simple and understandable.
Founded Brand's website · 2026-11-07
1958
Headquarters Brand's website · 2026-11-07
Zurich, Switzerland
Parent ownership Brand's website · 2026-11-07
Auriga Holding SA holds 100% of PKB's shares. The Trabaldo Togna family is the sole shareholder of PKB Group through Auriga Holding SA.
Offerings
Problem solved Brand's website · 2026-11-07
PKB helps clients navigate complex investment and wealth management challenges, protect and cultivate their wealth, identify opportunities, and pursue personal, business and institutional ambitions through tailored financial solutions.
Core capabilities Brand's website · 2026-11-07
- Wealth management and private banking
- Discretionary portfolio management
- Investment advisory
- Credit solutions
- Sustainable investments and alternative asset classes
- Life insurance and real estate solutions
- Digital asset services
- Corporate banking and tailored financial packages
Products / SKUs Brand's website · 2026-11-07
- Discretionary solutions
- Advisory solutions
- Credit solutions
- Corporate banking
- M&A advisory
- Capital market services
- Independent wealth management support
- Fiduciary services
Audience
Target industry Brand's website · 2026-11-07
Financial services, private banking and wealth management.
Customer base Brand's website · 2026-11-07
Private clients, families, entrepreneurs, independent professionals, corporates, pension funds, financial institutions, public sector administrations and external asset managers.
Ideal customer profile Brand's website · 2026-11-07
Clients resident or domiciled in Switzerland seeking independent, tailored private banking and wealth management solutions, including private individuals and families, entrepreneurs, institutional investors and external asset managers.
Use cases Brand's website · 2026-11-07
- Managing private investment portfolios
- Receiving discretionary investment management or investment advice
- Obtaining credit and tailored lending solutions
- Structuring sustainable investments, alternative assets, life insurance, real estate and digital asset exposure
- Supporting entrepreneurs with corporate banking, M&A advisory and international trade financing
- Managing foreign exchange and interest rate risks
- Advising institutional investors on bonds, treasury, foreign exchange and investment strategies
- Supporting external asset managers with investment selection, execution, legal, back-office and IT services
Customer outcomes Brand's website · 2026-11-07
- Clients can focus on their lives and ambitions while PKB manages their wealth needs.
- Clients receive tailored and professionally managed wealth solutions.
- Clients gain access to independent advice and a multi-market perspective.
- Entrepreneurs receive strategic guidance and financial packages designed to support growth.
- Institutional clients receive high-touch solutions for complex investment needs.
- External asset managers receive responsive, transparent operational and investment support.
- Clients can protect wealth and plan for generational transitions.
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Claim PKB — free →Page last updated 2026-11-07.