PKB Portfolio Hub: A New Platform in Service of the Clients
18.03.2026 | from PKB Private Bank SA
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Image rights: PKB Private Bank SA
18.03.2026, This innovative service allows access to the expertise of the bank's financial specialists, even for assets not held with PKB, offering a 360-degree overview of one's own wealth.
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
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PKB Private Bank SA
PKB Private Bank is a Swiss banking institution with an international focus, founded in 1958 and specialised in private banking.
Based in Lugano, with branches in Bellinzona, Geneva, and Zurich, as well as a subsidiary in St. John's, Antigua (West Indies), and in Panama City, PKB consists of a team of around 220 employees from various national and linguistic backgrounds.
The bank focuses mainly on private banking and offers a wide range of solutions. The service spectrum is complemented by corporate banking and capital markets activities, an area in which it has become one of the leading independent market makers in the primary Swiss franc bond market.
PKB has signed the 'Swiss Bank and Securities Dealer Deposit Protection Agreement', therefore deposits held with the bank are guaranteed up to a maximum amount of CHF 100,000 per client.
Note: The "About Us" text is taken from public sources or from the company profile on HELP.ch.
Source: PKB Private Bank SA, Press release
Original article published on: PKB Portfolio Hub: eine neue Plattform im Dienste der Kunden