PKB Privatbank

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PKB’s milestones 1958 Establishment of Privat Kredit Bank in Zurich 1969 Lugano branch opening 1984 Geneva branch opening 1990 Acquisition of Banque Worms & Cie (Suisse) SA, Geneva 1995 Establishment of Privat Kredit Bank Ltd. in St. John’s, Antigua (West Indies) 1998 Change of name to the current PKB Privatbank SA 2000 Transfer of registered office to Lugano 2001 Acquisition of 30% of Cassa Lombarda Spa, Milan 2004 Acquisition of Banca Monte Paschi (Suisse) SA, Lugano 2005 Purchase of an equity investment in Rasini & C. SA and EIH Endurance Investments Holding 2009 Bellinzona branch opening 2010 Acquisition of Banca Gesfid, Lugano 2010 Purchase of an equity investment in Queluz Gestao de Activos Ltda, Sao Paolo 2012 Purchase of CMB Banque Privée (Suisse) SA, Lugano
Welcome to PKB Privatbank PKB Privatbank SA («PKB» for short) is a Swiss banking institution with a national and international outlook, founded in 1958 and specialised in Private Banking. Based in Lugano, with branches in Bellinzona, Geneva and Zurich and a subsidiary in St. John’s, (Antigua, West Indies), PKB is made up of a multicultural team of about 220 specialists in financial consultancy, asset management, loans and financial planning. The Bank focuses mainly on Private Banking and offers a wide array of solutions. Its range of services is completed by Corporate Banking and Capital Market services, a field in which it is one of the leading independent market makers on the primary Swiss franc bond market. PKB manages assets totalling about 7 billion Swiss francs. The network PKB Privatbank is 100% owned by the Compagnie de l’Occident pour la Finance e l’Industrie SA (COFI), a company incorporated in the Grand Duchy of Luxembourg and listed on the local stock exchange. COFI also controls 97.0650% of Cassa Lombarda Spa, Milan (indirectly through PKB for 33.9361%), a bank founded in 1923 and specialised in private banking and asset management. Cassa Lombarda’s headquarters are in Milan with branches in Rome, Bergamo and Busto Arsizio. PKB Privatbank Ltd. (controlled 100%) is registered in Antigua in the West Indies. As part of the selection of alternative funds worth noting is the holding in Rasini Fairway Capital, located in London and New York. Finally South America is «covered» with the 100% owned associated company Planetarium PKB Consultoria SA in Montevideo (Uruguay) and through a 10% holding in Queluz Gestao de Activos Ltda., specialised in the management of assets with headquarters in Sao Paolo and offices in the main Brazilian cities.
Page 1 and 2: PKB Privatbank
Page 6 and 7: One bank, one personality Our servi
Page 8 and 9: THE PARTNERSHIP WITH MUSÉE DE L’
Page 10 and 11: Asset management Asset management d
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
Page 24 and 25: PKB Privatbank Lugano Genève Züri

PKB Privatbank

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