How can we support you?
Schedule a non-binding initial consultation
We use cookies to provide the best site experience.
Your consultant
Adam Abdellaoui
Of Counsel
PKB Privatbank SA - How to Open an Account with
Date of last update: 12 January 2026
PKB Private Bank SA is a Swiss family-owned private bank founded in 1958, headquartered in Lugano, specializing in private banking and wealth management for international clients. Assets under management totaled CHF 13.5 billion as of 31 December 2024. — PKB Private Bank, Press release (2025). The bank operates through three Swiss offices in Lugano, Zurich, and Geneva, plus international structures in Luxembourg and Italy. PKB combines Swiss banking tradition with personalized service, offering tailored solutions for private clients, entrepreneurs, and institutional investors seeking confidentiality, stability, and access to global markets.
+41 (44) 5152530
PKB Private Bank SA
Swiss private banking tradition specialized in wealth management for international clients. Verified: January 2026.
Bank Type
Private Bank
Family-owned (Trabaldo Togna)
Founded
1958
Headquarters in Lugano
Assets Under Management
CHF 13.5 bn
As of 31 Dec 2024
Structure
Swiss & Intl
Lugano, Zurich, Geneva, Luxembourg, Italy
Financial Stability & Rankings (2025)
Core Tier 1 Ratio (Bank)
35.5%
Group Level: 32.5%
Shareholders' Equity
CHF 413 M
Group (2024)
Group Net Profit
CHF 15.5 M
Bank: CHF 11.1 M (2024)
Swiss Private Banking Identity Index (SPBIx) 2025
#1 Private Bank in Ticino
№2 Swiss Banks (AUM 20bn)
#4 Overall Switzerland
Account Opening Procedure
PKB uses a structured process ensuring compliance with Swiss banking standards.
1
Initial contact & consultation
1–3 days
Discussion of financial goals and preliminary assessment of fit by relationship manager.
2
Document preparation (KYC)
3–7 days
Collection of passport, address proof, tax ID, and source of funds documentation.
3
Compliance review
10–12 banking days
Internal verification of submitted data, business model, and ownership transparency.
4
Activation & Onboarding
T + 2 days
Account activation upon successful approval; initial deposit required.
Entry Requirements & Tariffs
Requirements
Target Clients
Private individuals, families, entrepreneurs, institutions
Minimum Assets
from CHF 300,000
Account Costs
Individuals (Non-resident) CHF 600 / year
Companies (Non-resident) CHF 1,200 / year
Internet Banking CHF 150 / year
*Payment fees (0.2% - 0.5%) apply depending on quantity and currency.
Maria Werner
Of Counsel – specialized in corporate law and tax law
info@goldblum.ch
+41 (44) 5152530
Swiss Offices
Lugano (HQ)
Via S. Balestra 1
CH-6901 Lugano
Tel: +41 91 913 35 35
CH-6901 Lugano
Tel: +41 91 913 35 35
Zurich
Tödistrasse 47
CH-8002 Zürich
Tel: +41 44 204 34 34
CH-8002 Zürich
Tel: +41 44 204 34 34
Geneva
Rue Charles-Galland 12
CH-1206 Genève
Tel: +41 22 346 91 55
CH-1206 Genève
Tel: +41 22 346 91 55
Security & Compliance
✓
FINMA Licensed
Full Swiss banking license. Regulated under Swiss Banking Act and AML Act.
✓
Deposit Protection
Member of esisuisse. Guarantees deposits up to CHF 100,000 per client.
✓
Audited by KPMG
Annual audit in accordance with Swiss GAAP FER and banking law.
Frequently asked questions
PKB Private Bank SA is a Swiss private bank headquartered in Lugano, founded in 1958. It specializes in private banking and wealth management for high-net-worth individuals, families, entrepreneurs, and institutional clients worldwide. The bank is family-owned by the Trabaldo Togna family and manages CHF 13.5 billion in assets.
PKB offers personalized banking services, wealth management, and investment consulting. Services include discretionary and advisory portfolio management, Lombard loans, mortgage financing, access to global markets, structured products, FX trading, and Swiss franc bond services. The bank provides tailored strategies for capital preservation, growth, and income generation.
PKB headquarters is in Lugano, Switzerland. The bank has key offices in Zurich (Tödistrasse 47, 8002 Zürich) and Geneva (Rue Charles-Galland 12, 1206 Genève), plus international presence through Cassa Lombarda in Italy (Milan, Rome, Bergamo, Como, Busto Arsizio) and an advisory office in Panama City.
PKB works with high-net-worth private individuals, families, and institutional clients. Minimum asset requirements typically start from CHF 300,000. Account opening requires personal meetings, KYC documentation (passport, proof of address, tax ID, source of funds), and compliance review. Contact a PKB representative for consultation on specific requirements.
The account opening process typically takes 10–12 banking days from submission of all required documents, subject to successful compliance review. Initial contact and consultation take 1–3 days, document preparation 3–7 days, and account activation T+2 after approval.
PKB offers access to digital assets as part of its alternative asset class offerings. Specific policies for cryptocurrency exchanges, brokers, or DeFi-related businesses are not publicly disclosed. Contact PKB directly to discuss your business model and eligibility.
PKB is an active member of Swiss Sustainable Finance (SSF) and offers sustainable funds, sustainable discretionary mandates, and ESG integration in asset management. The bank's family-owned structure aligns with long-term, responsible investment principles.
Yes. PKB is a member of esisuisse, the Swiss deposit insurance scheme, which guarantees deposits up to CHF 100,000 per client in the event of bank insolvency.
PKB provides services in English, Italian, and French across its Swiss offices. The bank's multilingual staff serves clients from diverse jurisdictions worldwide.
For general inquiries, contact PKB headquarters in Lugano at +41 91 913 35 35. For Zurich office: +41 44 204 34 34 (infozh@pkb.ch). For Geneva office: +41 22 346 91 55. Visit https://www.pkb.ch for detailed contact information.
Annual account maintenance fees are CHF 600 for non-resident individuals and CHF 1,200 for non-resident legal entities. Internet banking costs CHF 150 per year. Outgoing payment fees range from 0.2% to 0.5% depending on amount and currency. Contact PKB for current pricing and detailed tariff schedules.
PKB operates under full banking license from FINMA (Swiss Financial Market Supervisory Authority), ensuring compliance with Swiss Banking Act, Anti-Money Laundering Act, and related ordinances. The bank is listed in FINMA's official register of authorized banks and securities firms.
PKB maintains a Core Tier 1 ratio of 35.5% (bank level) and 32.5% (group level) as of December 2024, ranking among the highest in Switzerland. This demonstrates exceptional capital strength and financial resilience.
Yes. PKB serves corporates, pension funds, financial institutions, and public sector administrations with specialized institutional banking services, including primary Swiss franc bond market access, treasury and foreign exchange services, and investment strategy advisory.
PKB provides dedicated support to external asset managers (EAMs) with market analysis, investment selection, legal advice, execution services, and back-office/IT support. The bank emphasizes short reaction times and absolute transparency in EAM partnerships.
Adam Abdellaoui
Your personal contact
Of Counsel
Contact us to learn more about opening a Swiss bank account
Swiss banks
Bank name
Country
Year of foundation
Account opening procedure
Cost of account opening