PKB Privatbank

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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.
Quality Corporate Banking PKB Privatbank: the right partner The Corporate Banking division is the perfect partner for PKB’s business customers, since it is an expert in specific and dedicated financial solutions for their businesses. Corporate Services The PKB Corporate Banking division deals with meeting typical company needs such as: - management of liquidity and investments in company securities - granting trade credits (both secured and unsecured) and mortgages on properties located in Switzerland - management of international payment traffic - Forex as well as more specific requirements such as: - international commerce through its «trade finance» division (e.g. reception and issue of letters of credit and guarantees, «commodity finance» and «back-to-back» transactions) - consultancy and management of risks connected to currencies or interest rates - assistance in mergers and acquisitions
Page 1 and 2: PKB Privatbank
Page 4 and 5: PKB’s milestones 1958 Establishme
Page 6 and 7: One bank, one personality Our servi
Page 8 and 9: THE PARTNERSHIP WITH MUSÉE DE L’
Page 12 and 13: THE MUSEUM IS HOUSED IN A MANSION
Page 14 and 15: PKB Capital Markets and Forex Pensi
Page 16 and 17: PKB PRIVATBANK PLAYS AN ACTIVE ROLE
Page 18 and 19: PKB PRIVATBANK IS THE MAIN PARTNER
Page 20 and 21: THE AUTOMATIC PHOTO BOOTH HAS INSPI
Page 22 and 23: AN EXHIBITION COMPRISING MORE THAN
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PKB Privatbank

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