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