The broad range of PKB solutions is enriched by a new and important addition: the introduction of the 'Portfolio Hub' service, aimed at both private and institutional clients. Clients who choose this model can benefit from the know-how and expertise of PKB specialists in wealth management and investment advisory, without needing to transfer their assets to PKB. Furthermore, thanks to a modern and secure platform, it is possible to obtain a 360-degree overview of one's own wealth and detailed portfolio reports.
With this new service, PKB positions itself as a unique access channel for a sophisticated clientele, guaranteeing an even higher level of personalization, also thanks to the great flexibility in the selection of banking partners. In this context, PKB has initiated dialogue with various institutions in the market to develop advantageous cooperations for the benefit of the entire financial sector.
A Strategic Decision for Growth
After enhancing their investment solutions and strengthening their offerings in the field of wealth and investment management, which have positively impacted performance, PKB continues to pursue its long-term growth strategy resolutely. In this regard, the introduction of the Portfolio Hub service represents another step towards consolidating PKB's position as a boutique wealth manager, capable of offering tailored solutions and high-quality standards.
For media inquiries, please contact:
Simona Frisoli - Communication
simona.frisoli@pkb.ch
PKB Private Bank SA
Communication
T +41 91 913 35 35
T +41 91 913 31 88
communication@pkb.ch
www.pkb.ch