{"name":"PKB","domain":"pkb.ch","url":"https://optimly.ai/brand/pkb","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"PKB is an independent, family-owned Swiss private bank and wealth manager providing tailored wealth management and banking solutions.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://pkb.ch","updated_at":"2026-11-07T06:48:22.785823+00:00"},{"key":"description","label":"Description","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://pkb.ch","updated_at":"2026-11-07T06:48:22.785823+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"Helping clients, business partners, employees and the world around them thrive by protecting and cultivating what matters most through simple, beautiful wealth management solutions.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://pkb.ch","updated_at":"2026-11-07T06:48:22.785823+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://pkb.ch","updated_at":"2026-11-07T06:48:22.785823+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://pkb.ch","source_type":"1p_website","source_label":"Brand's website","source_url":"https://pkb.ch","updated_at":"2026-11-07T06:48:22.785823+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Professional, relationship-oriented, independent, dedicated, rooted in family values, and focused on making complex wealth management solutions simple and understandable.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://pkb.ch","updated_at":"2026-11-07T06:48:22.785823+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"1958","source_type":"1p_website","source_label":"Brand's website","source_url":"https://pkb.ch","updated_at":"2026-11-07T06:48:22.785823+00:00"},{"key":"headquarters","label":"Headquarters","shape":"text","content":"Zurich, Switzerland","source_type":"1p_website","source_label":"Brand's website","source_url":"https://pkb.ch","updated_at":"2026-11-07T06:48:22.785823+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"Auriga Holding SA holds 100% of PKB's shares. The Trabaldo Togna family is the sole shareholder of PKB Group through Auriga Holding SA.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://pkb.ch","updated_at":"2026-11-07T06:48:22.785823+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://pkb.ch","updated_at":"2026-11-07T06:48:22.785823+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Wealth management and private banking\nDiscretionary portfolio management\nInvestment advisory\nCredit solutions\nSustainable investments and alternative asset classes\nLife insurance and real estate solutions\nDigital asset services\nCorporate banking and tailored financial packages","source_type":"1p_website","source_label":"Brand's website","source_url":"https://pkb.ch","updated_at":"2026-11-07T06:48:22.785823+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Discretionary solutions\nAdvisory solutions\nCredit solutions\nCorporate banking\nM&A advisory\nCapital market services\nIndependent wealth management support\nFiduciary services","source_type":"1p_website","source_label":"Brand's website","source_url":"https://pkb.ch","updated_at":"2026-11-07T06:48:22.785823+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial services, private banking and wealth management.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://pkb.ch","updated_at":"2026-11-07T06:48:22.785823+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Private clients, families, entrepreneurs, independent professionals, corporates, pension funds, financial institutions, public sector administrations and external asset managers.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://pkb.ch","updated_at":"2026-11-07T06:48:22.785823+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://pkb.ch","updated_at":"2026-11-07T06:48:22.785823+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Managing private investment portfolios\nReceiving discretionary investment management or investment advice\nObtaining credit and tailored lending solutions\nStructuring sustainable investments, alternative assets, life insurance, real estate and digital asset exposure\nSupporting entrepreneurs with corporate banking, M&A advisory and international trade financing\nManaging foreign exchange and interest rate risks\nAdvising institutional investors on bonds, treasury, foreign exchange and investment strategies\nSupporting external asset managers with investment selection, execution, legal, back-office and IT services","source_type":"1p_website","source_label":"Brand's website","source_url":"https://pkb.ch","updated_at":"2026-11-07T06:48:22.785823+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Clients can focus on their lives and ambitions while PKB manages their wealth needs.\nClients receive tailored and professionally managed wealth solutions.\nClients gain access to independent advice and a multi-market perspective.\nEntrepreneurs receive strategic guidance and financial packages designed to support growth.\nInstitutional clients receive high-touch solutions for complex investment needs.\nExternal asset managers receive responsive, transparent operational and investment support.\nClients can protect wealth and plan for generational transitions.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://pkb.ch","updated_at":"2026-11-07T06:48:22.785823+00:00"}]}],"last_refreshed_at":"2026-11-07T06:48:22.799573+00:00","last_changed_at":"2026-11-07T06:48:22.811585+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=78be25cc-4400-4a69-a7c1-31d86932fa42"}