# PKB Private Bank

PKB Private Bank is a Bank / Wealth / Trust based in Lugano, Switzerland.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lugano, Switzerland
- **Region:** Europe
- **Address:** Lugano, Switzerland
- **Founded:** 1958
- **Assets under management:** Undisclosed
- **Website:** pkb.ch
- **LinkedIn:** https://www.linkedin.com/company/65179533

## Regulatory record

- **Reports private funds:** No

## About

Visit PKB, the wealth manager with offices in Lugano, Zurich and Geneva.

## Sectors

- Real Estate
- Private Credit
- Private Equity
- Hedge Funds

## Offices

- Geneva
- Zurich
- Bellinzona
- Locarno

## People

- Luca Soncini — CEO

## Questions

### Who runs investment decisions at PKB Private Bank?

CEO Luca Soncini oversees the bank's overall strategy, including its investment and advisory divisions. PKB's investment committee governs asset allocation and manager selection across public and private markets. The bank operates a decentralized advisory model where senior relationship managers in Lugano, Geneva, and Zurich tailor portfolios to individual client mandates.

### How does PKB source its private equity and private credit deals?

PKB sources private market investments through its network of Swiss and European general partners, as well as through co-investment clubs with other Swiss private banks. The bank's corporate finance desk also originates direct credit opportunities from its middle-market corporate clients. Lombard lending relationships often serve as a first-loss filter, surfacing family-owned businesses and entrepreneur-backed ventures that later become private equity or credit exposures.

### Does PKB operate as a pure private bank, or does it have asset management capabilities?

PKB is a licensed Swiss bank with both private banking and asset management functions. The asset management arm runs discretionary mandates across traditional and alternative asset classes, while the private banking division provides advisory, custody, and Lombard lending services. This dual structure allows PKB to serve as both a product manufacturer and a distributor — placing its own funds alongside third-party manager offerings.

### What real estate exposure does PKB typically pursue?

PKB's real estate book includes Swiss residential and commercial properties, often sourced through its private client network rather than through blind-pool real estate funds. The bank also participates in property-backed lending, extending credit against Swiss real estate holdings for entrepreneurs and family offices. This lending-first approach gives PKB visibility into the Swiss property market that pure asset managers lack.

### How is PKB regulated, and what does that mean for client assets?

PKB is regulated by the Swiss Financial Market Supervisory Authority (FINMA) as a licensed bank and securities dealer. Client deposits are protected up to CHF 100,000 under the Swiss deposit insurance scheme. The bank's regulatory status requires it to maintain capital buffers and liquidity ratios that independent asset managers and family offices do not face — constraining risk-taking but also providing a permanent capital base that outlasts market cycles.

## Related profiles

- [PJB Energy Solutions](https://altss.com/profile/pjb-energy-solutions)
- [PKK Wealth Management](https://altss.com/profile/pkk-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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