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DirectoryFinance & InsuranceExternal Asset ManagementWilen B. WollerauPK Assets AG
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PK Assets AG

Summary

About the company

The core activity of PK Assets AG is asset management for institutional clients.

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Wealth management for institutional and qualified investors
Wealth management for institutional investors and qualified private clients with an active investment strategy, simple products, client-oriented investment principles and personal support.
Wealth management mandates
Mixed wealth management mandates, bonds in CHF and foreign currency, Swiss and global equities, as well as treasury mandates.
Market analyses
Market analyses regularly updated on bonds, equities, currencies, models, special topics, credit analyses and ESG topics.
ESG analyses
ESG analyses with exclusion lists for investment, green bond topics, ESG regulation updates and assessments of material risks.
Track Records / Performance statistics
Track records and statistics for mixed mandates and bond mandates, including historical mandate development and performance ratings.
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Location

Egglirain 22
8832 Wilen B. Wollerau

At a glance

Legal form
Corporation
UID
CHE-113.664.871
Founded
2007 · 19 years
Last commercial register change
September 14, 2023
Employees
1 to 10

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