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PKB renews and strengthens its Group Wealth Solutions unit

Press Release 31.10.2024


Through the strategic integration of two key departments, the institution aims to strengthen internal synergies and cohesion in the management of its product and service range.

Lugano, 22 October 2024 - In line with the long-term growth strategy announced in February 2023, aimed at further strengthening customer service and expanding the range of products and solutions, PKB Private Bank announces the strategic review of its structure in order to strengthen and optimize the range of products and services in the Wealth Management and Investment sector.

As of 1 October, the Asset Management & Advisory department is renamed Investment Solutions and is integrated within Group Wealth Solutions, thus strengthening synergies and coherence with the Group’s strategic lines in the management of products and services for clients, under the direction of Alfonso Rivolta, Group Head Wealth Solutions.

As a result of this integration, several changes were made to the organizational
chart:

  • Sascha Kever, who has a proven track record as Deputy Head of Asset Management and Head of Fixed Income, assumes the role of Chief Investment Officer, with responsibility for the investment strategies of client portfolios.
  • Raimondo Morandi takes over as Head of Portfolio Management, after a long experience in wealth management for international clients.

Both functions will report directly to Alfonso Rivolta.

The strengthening of the Group Wealth Solutions area represents a significant step for PKB Private Bank in its commitment to provide an all-round service to its customers by offering innovative, high-quality wealth management and investment solutions.

We are confident that these changes will enable us to better meet our clients’ needs while also strengthening internal synergies.

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For media enquiries please contact:

Simona Frisoli – Communications

PKB Private Bank SA

Communication
T +41 91 913 35 35
T +41 91 913 31 88

www.pkb.ch

PKB Private Bank SA

Family-owned for generations, PKB Private Bank SA is the parent company of an international Swiss banking group specialized in private banking and wealth management solutions. The bank operates from three Swiss locations, including Zurich, Lugano (headquarters) and Geneva. PKB Group – which includes Cassa Lombarda, a private banking boutique in Italy (established in 1923) – manages assets of about CHF 12 billion as of 31.12.2023. PKB has one of the best capital ratios in Switzerland (Core Tier 1 over 34% at the bank level).

 


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