PKB Privatbank

Asset management
Asset management demands the expertise of a qualified
professional team. The asset management mandate implies
for the bank to choose investments with the aim of optimising
returns and the risk of the portfolios as part of a
common strategy.
In the last two decades, the globalisation of the world
economy, technological innovation and the multiplication
of financial instruments have revolutionised the markets,
widening the spectrum of investment opportunities, while
increasing the risks for the investor.
A growing number of private investors have turned to discretionary
asset management services (GPM and GPF), which
have a host of benefits: access to the bank’s specialist team
featuring a huge array of economic and financial skills and
an efficient decision-making process, which starts from an
analysis of the situation of the global economy to progressively
move to the selection of asset classes, currencies and
individual investment vehicles. Our specialists ensure constant
presence in the markets and the possibility to quickly
react to sudden and unsettling news. They are skilled in
understanding and assessing the various markets as well
as complex financial instruments, thus expanding the
investment opportunities. They also structure portfolios by
optimising the return / risk profile.
Fund-based asset management
An alternative to traditional asset management, it follows
a different process that starts from the choice of the best
managers to then achieve the structuring of the portfolios.
It requires what we call an «open architecture».
Using quantitative and qualitative analysis methods, the
bank’s specialists examine several thousand investment
funds diversified by asset class and geographic area. The
analysis leads to the selection of the «best of the best» investment
funds, which are then used to structure the managed
portfolios. These are both traditional funds invested
in individual asset classes or business sectors, and funds of
alternative funds, divided into different investment strategies.
Fiscal and inheritance planning assistance
This type of consultancy allows for careful planning geared
towards durably transmitting and protecting assets, in
complete compliance of all the laws in force in the country of
origin or residence.