PKB Wealth Management
Trust, solidity and Swiss tradition
Strong values and entrepreneurial roots
PKB Wealth Management is part of PKB, the Swiss wealth manager dedicated to crafting and cultivating beautiful wealth management solutions. Family-owned for generations, we put our experience and convictions to work for our clients every day.
CHF
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billion
Group Assets under Management
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th century
Start of the family’s entrepreneurial activity
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Foundation of PKB
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Group CET1 Solvency Ratio
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Offices worldwide (Group)
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Client-facing specialists
What sets us apart?
Thrive!
Living a life of abundance means different things to different people. However you define it, we are committed to helping you thrive – now and in the future.
PKB AddVenture Academy
This brand-new initiative was created in partnership with Match Strategies, an innovation boutique, to support high-potential start-ups in Switzerland.
Swiss Private Banking Identity Index (SPBIx)
PKB Private Bank ranked 1st among Ticino-based private banks in the 2026 Swiss Private Banking Identity Index (SPBIx). It also secured 3rd place among Swiss banks with Assets under Management (AuM) below CHF 20 billion and ranked 5th overall.
WealthBriefing Swiss Awards 2025
PKB Private Bank stands out for its dedication and ability to work cohesively to help clients thrive; this commitment has led to awards the Bank is proud of.
SPBIx Swiss Private Banking Identity Index
PKB Private Bank has been ranked 1st in the Swiss Private Banking Identity Index (SPBIx) 2025 among private banks in Ticino, 2nd among Swiss banks with Assets under Management below CHF 20 billion, and 4th overall!
WealthBriefing Swiss Awards 2024
The dedication we put into what we do and the ability to work all together in a cohesive manner to help our clients grow, realise and prosper has led to a splendid recognition of which we are proud: PKB Private Bank has been awarded as the best Private Bank based in Lugano.
Swiss Sustainable Finance
As a family-owned business, we believe that putting strong values into practice can benefit our clients, the broader PKB community, industry and society at large. For this reason, we are an active member of Swiss Sustainable Finance (SSF).
University of St. Gallen
Our internal culture is shaped by our efforts to promote diversity, fairness and equal pay for equal skills. An analysis by the renowned Swiss University of St. Gallen – and certified by the Equal Salary Foundation – is a testament to our commitment to pay equally and stand out as an attractive employer.
Private Banking Awards
Our dedication to clients is a point of pride across the entire PKB Group. Our Italian private bank Cassa Lombarda, for example, has won the prestigious Best Boutique in Private Banking award three years in a row.
About us
PKB Wealth Management is the only firm in Panama, belonging to a Swiss bank, that operates under a multi-custodian model—an innovative approach that combines personalization, flexibility, and comprehensive advisory services. This approach allows our clients to maintain their assets across multiple financial institutions while benefiting from the security and convenience of centralized management.
Thanks to our strategic alliances with multiple custodians and financial service providers, we offer a consolidated view of wealth, facilitating more efficient management fully aligned with each client’s specific objectives.
Our commitment is to provide a high-level financial experience, grounded in trust, solidity, and Swiss tradition, opening access to a broad universe of opportunities supported by truly personalized service.