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DirectoryFinance & InsuranceBanksZurichPKB PRIVATE BANK SA, ZWEIGNIEDERLASSUNG ZÜRICH
PKB PRIVATE BANK SA, ZWEIGNIEDERLASSUNG ZÜRICH Logo
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PKB PRIVATE BANK SA, ZWEIGNIEDERLASSUNG ZÜRICH

Summary

About the company

PKB PRIVATE BANK SA, ZWEIGNIEDERLASSUNG ZÜRICH is a branch of PKB Private Bank SA providing wealth management and private banking services. Offerings include discretionary portfolio management and investment advisory, credit and corporate banking solutions, services for entrepreneurs, institutional clients and external asset managers, as well as access to alternative investments, sustainable investment options, insurance and digital-asset services.

AI-generated
Offering

Products & services

Industry:Banks
✓ Offered9
Wealth Management Solutions
Wealth management mandates, classic wealth management, ESG investment solutions and investment funds; complemented by analysis of different asset classes and regions as well as ongoing performance monitoring.
Advisory Solutions
Standard and premium advisory with personal support, bespoke investment solutions, daily updates, investment advisory, analyses and regular portfolio monitoring.
Credit Solutions
Lombard, mortgage and commercial loans for private and corporate clients; complemented by FX and interest-rate risk advisory as well as support with property purchases in Switzerland.
Wealth Management Solutions
Advisory and support for families in structuring, protecting and transferring assets; with the involvement of tax and legal experts for tailored solutions.
Corporate client services
Corporate client services for entrepreneurs with strategic advisory, corporate banking and support in solutions covering trade, financing and business development.
M&A Advisory
M&A advisory for entrepreneurs and companies as part of the advisory and financing package, supported by external specialists.
Capital Market Services for Institutional Clients
Tailored solutions for institutional clients based on many years of experience in Swiss franc bonds, government bonds and FX; with valuation of new investments and strategy advisory.
Solutions for External Wealth Managers
Support for external wealth managers with market analyses, investment advisory, bespoke products, legal advice, execution as well as back-office, e-banking and STP data exchange.
Portfolio Hub
Platform for a 360-degree view of assets, including assets held at third-party banks; with consolidated reports and access to wealth management and investment advisory expertise.
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Location

Tödistrasse 47
8002 Zurich

At a glance

Legal form
Branch
UID
CHE-302.779.583
Founded
2001 · 25 years
Last commercial register change
December 16, 2022
Employees
1 to 10

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