What PKB Privatbank does

PKB Privatbank is a Swiss private bank headquartered in Lugano, founded in 1958 and family-owned by the Trabaldo Togna family across multiple generations, with the family's entrepreneurial activity dating to the 19th century. The bank serves four named client segments: private clients (high-net-worth individuals), entrepreneurs, institutional clients (corporates, pension funds, financial institutions, and public-sector administrations), and external asset managers (EAMs). Its service offering is grouped under Wealth Management and Private Banking — discretionary mandates, investment advisory, credit solutions, and access to alternative asset classes, sustainable investments, life insurance, real estate, and digital assets — plus Financial Services lines for tailored corporate banking, M&A advisory, capital market access (including the primary Swiss franc bond market), and EAM support services.

The bank operates through a distributed physical network: the Lugano headquarters plus branches in Zurich and Geneva; a majority-owned Italian subsidiary, Cassa Lombarda SpA, with offices in Milan, Rome, Bergamo, Como, and Busto Arsizio; and a wholly-owned Latin American subsidiary, PKB Wealth Management, S.A., based in Panama City within the Tower Financial Center. PKB Private Bank SA is authorized by FINMA as a Swiss bank, deposits are protected via esisuisse up to CHF 100,000 per client, and business is conducted under FinSA client-classification rules. Supporting infrastructure is limited to an ebanking transactional platform (ebank.pkb.ch) and no proprietary fintech, AI, or developer API surface is documented. Sub-brands include the PKB AddVenture Academy (entrepreneur education), the Planetarium Fund (managed investment vehicle), the PKB Art Collection (founded in the 1980s by fourth-generation family member Serafino Trabaldo Togna), and the PKB Foundation.

Revenue is generated primarily through recurring wealth management and advisory fees on discretionary mandates and portfolio management, supplemented by interest income from credit solutions to private clients and entrepreneurs, transaction-based fees on corporate banking and M&A advisory mandates, and investment-related fees on alternative, sustainable, and digital-asset products. Pricing is not publicly disclosed; services are offered on a tailored quote basis aligned to client complexity, asset size, and relationship scope. PKB is privately held with no listed equity and no public ticker; reported firm-wide headcount is 51-100 and AUM, revenue, and detailed financials are not in the public source material, although the bank published its 2025 Financial Results announcement on April 29, 2026. Crypto-Asset Reporting Framework (CARF) obligations will apply from January 1, 2026, extending AEOI compliance into the bank's digital-asset product surface.

Name

PKB Privatbank

Legal name

PKB Private Bank SA

Website

https://pkb.ch

Company type

Private

Founded year

1958

Operating status

Operating

Headcount range

51–100 employees

Short description

PKB Privatbank is a family-owned Swiss private bank headquartered in Lugano, offering discretionary wealth management, advisory, credit, corporate banking and capital market services to high-net-worth private clients, entrepreneurs, institutional clients and external asset managers across Switzerland, Italy and Latin America.

Ownership category

akta.pro rank

Product category

Private Banking

NAICS

Portfolio Management and Investment Advice (523940), Commercial Banking (522110)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industry

Affluent / Mass-Affluent Private Banking (FSABADAC)

Keywords

• Private banking services
• Wealth management solutions
• Investment advisory
• Corporate banking
• Capital market services

Headquarters

HQ city

Lugano

HQ country

Switzerland

HQ region

Europe

Offices9 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Wealth Management and Advisory Fees: PKB generates revenue primarily through wealth management services including discretionary mandates, investment advisory, and portfolio management for private clients, entrepreneurs, and institutional investors.
2. Credit Solutions: The bank provides credit solutions to private clients and entrepreneurs, including tailored lending, corporate banking, and M&A advisory services, generating interest income and fees.
3. Alternative Investments and Sustainable Investments: Revenue is generated through offering alternative asset classes, sustainable investments, and access to digital assets as part of comprehensive wealth management solutions.
4. Corporate Banking Services: Services for entrepreneurs including corporate banking, credit solutions, foreign exchange risk management, and M&A advisory.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels4 records

Core offering

PKB Privatbank is a Swiss private bank providing integrated wealth management and private banking services to high-net-worth individuals, entrepreneurs, institutional clients, and external asset managers. Its core offerings include discretionary portfolio mandates, investment advisory, tailored credit solutions, corporate banking with M&A advisory, and institutional capital market services covering primary Swiss franc bond, treasury, and foreign exchange markets. The bank is supported by an ebanking platform and an international footprint across Switzerland, Italy, and Latin America.

Product overview

PKB Privatbank operates as a family-owned Swiss private bank offering an integrated wealth management and private banking platform. The core offering encompasses discretionary mandates, advisory solutions, credit facilities, and capital market services across four primary client segments: Private Clients, Entrepreneurs, Institutional Clients, and External Asset Managers. The bank provides access to alternative assets, sustainable investments, life insurance, real estate, and digital assets. Supporting digital infrastructure includes ebanking, while specialized programs like AddVenture Academy and the Planetarium Fund extend the bank's reach into entrepreneurship support and investment fund management.

Differentiator

Problem solved

Functional benefit

Brands

• PKB AddVenture Academy: An educational and networking program by PKB that hosts students and professionals at host companies for learning and career development
• Planetarium Fund
• PKB Art Collection
• PKB Foundation

Products and services

• Wealth Management and Private Banking Comprehensive wealth management platform serving high-net-worth private clients with portfolio management, investment advice, credit solutions, and access to a broad range of asset classes including alternatives, sustainable investments, life insurance, real estate, and digital assets.
• Corporate Banking and Tailored Lending Banking service for entrepreneurs and business owners offering corporate accounts, credit facilities, M&A advisory, and specialized financial packages for international trade, including active management of foreign exchange and interest rate risk.
• Capital Market Services Institutional investment services covering primary Swiss franc bond markets, treasury, and foreign exchange markets, with specialists evaluating new bond issues, advising on investment strategies, and delivering high-touch execution solutions.
• External Asset Manager (EAM) Services Dedicated in-house team providing external asset managers with market analysis, investment selection, legal advice, execution, back-office, and IT services, with short reaction times and transparent operations.
• Ebanking Platform Digital online banking platform at ebank.pkb.ch providing existing PKB clients with secure access to account management, transactions, and core banking services.
• Planetarium Fund Investment fund managed by PKB Group, offered as part of the bank's diversified investment product range for qualified investors.
• Discretionary Solutions Discretionary portfolio management service in which PKB makes investment decisions on behalf of the private client within agreed mandate parameters, relieving the client of day-to-day investment decisions.
• Advisory Solutions Investment advisory service providing clients with personalized guidance and recommendations while the client retains authority over final investment decisions.
• Credit Solutions Tailored lending and credit facilities available to private clients, entrepreneurs, and institutional customers to support personal and business financing needs.

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Cassa Lombarda SpAcoreOthersCassa Lombarda SpA is a subsidiary of PKB Group, offering boutique private banking services from offices in Milan, Rome, Bergamo, Como, and Busto Arsizio in Italy.

Scale indicators3 records

Recent moves5 records

Expansion highlights6 records

Regional players

• Banca Mediolanum: Banca Mediolanum is an Italian private bank serving retail and HNW clients with wealth management, advisory, and banking services. It is a comparable Italian-market private bank that overlaps with PKB's Cassa Lombarda SpA Italian operations.
• Credito Emiliano (Credem): Credem is an Italian private bank headquartered in Reggio Emilia serving HNW individuals, entrepreneurs, and SMEs with wealth management, corporate banking, and trade finance—comparable to PKB's entrepreneur-focused Italian operations.
• Banca Ifigest: Banca Ifigest is an Italian private bank specializing in discretionary portfolio management and wealth advisory for HNW clients and families, offering services comparable to PKB's discretionary and advisory mandates in the Italian market.

Direct peers

• Ariston Wealth Management: Ariston Wealth Management is a Lugano-based Swiss independent wealth manager serving HNW private clients and external asset managers—closely comparable to PKB's Ticino-anchored private banking and EAM support model.
• EFG Bank: EFG Bank is a Geneva-based Swiss private bank with international footprint offering private banking, wealth management, and asset management services to HNW clients, including significant EAM servicing—closely aligned with PKB's four-segment model.
• Banca del Ceresio: Banca del Ceresio is a Lugano-based Swiss private bank offering wealth management, asset management, and family office services to HNW clients, directly comparable to PKB's Lugano-anchored private banking model.
• Cornèr Bank: Cornèr Bank is a Lugano-based Swiss private bank serving HNW clients with wealth management, lending, and credit card services (including neon digital banking), making it a regional direct peer to PKB in the Ticino private banking market.
• Vontobel: Vontobel is a Swiss private bank and asset manager headquartered in Zurich serving HNW individuals, entrepreneurs, and institutional clients with wealth management, investment advisory, and credit solutions—directly comparable to PKB's core offerings.

Broad incumbents

• Julius Baer: Julius Baer is a leading Swiss private banking group offering wealth management services globally. While significantly larger than PKB, it serves the same HNW and entrepreneur client base with comparable discretionary and advisory mandates.
• Pictet Group: Pictet is a major Swiss private bank and asset manager offering wealth management, asset servicing, and institutional asset management. It is a comparable Swiss-based private banking brand but operates at materially greater scale than PKB.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/pkb-privatbank

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PKB Privatbank