Financial Services - , ,
Using dynamic new opportunities to achieve long-term success swiss pb AG targets three strategic business areas: asset management, brokerage and wealth management. Our core skills in these three areas are clearly defined: innovative services designed to facilitate the creation, acquisition and placement of securities issued by domestic and foreign principals, professional investment advice together with the reliable administration and safekeeping of securities. Prominent among our clientele are high-net-worth private investors, independent asset managers and institutional clients with a professional treasury together with small and medium enterprises (SMEs). In 2008, swiss pb was recognized by the Swiss Federal Banking Commission (SFBC) as a licensed securities dealer in accordance with the Swiss Stock Exchange Act. swiss pb is headquartered in Zurich and has a branch in Lugano.