{"database": "bankproducts", "table": "product", "is_view": false, "human_description_en": "where bank_id = \"bergos\" sorted by bank_id descending", "rows": [["bergos:discretionary_core", "bergos", "wealth_management", "Discretionary Mandate \u2014 BERGOS CORE", "CHF", "private", "high_net_worth", "Bergos flagship discretionary mandate. Multi-asset multi-instrument approach: direct securities + funds + ETFs + structured products + liquid alternatives + precious metals. Fully leverages Bergos Top-Down macro view + Bottom-Up securities selection in Europe and US (Large Cap focus with sector house view). Profiles: Festverzinslich / Defensiv / Ausgewogen / Wachstum / Aktien / CORE SCHWEIZ. Atom #274 22nd instance: pricing tailored, no public fee schedule.", null, null, "BPG003BFBNBJ", "pro", 1, null, null], ["bergos:discretionary_global_etf", "bergos", "wealth_management", "Discretionary Mandate \u2014 BERGOS GLOBAL ETF", "CHF", "private", "wealthy", "ETF-heavy global equity exposure mandate. Fully leverages Bergos Top-Down macro view + megatrend identification expertise. Global ex-European equity bias with US, European and Asian focus. Multi-asset via ETFs and similar instruments. Designed for clients seeking global-equity exposure with low single-stock idiosyncratic risk.", null, null, "BPG003DA8NRR", "pro", 1, null, null], ["bergos:discretionary_direct", "bergos", "wealth_management", "Discretionary Mandate \u2014 BERGOS DIRECT", "CHF", "private", "high_net_worth", "Single-instrument-class discretionary mandate using primarily direct securities (Direktanlagen). Equity selection in Europe + Switzerland + US (Large Cap focus). Bond selection focused on high-quality issuers primarily in USD & EUR. Sector house view integrated. For clients wanting transparent ownership of named securities rather than fund-of-funds opacity.", null, null, "BPG0033XQ58J", "pro", 1, null, null], ["bergos:discretionary_private_markets", "bergos", "wealth_management", "Discretionary Mandate \u2014 BERGOS PRIVATE MARKETS", "CHF", "private", "high_net_worth", "Private-markets-focused discretionary mandate. Global private markets exposure with industrial-nation focus. Best-in-class manager selection. Captures the private-markets illiquidity premium. Vehicle: evergreen funds and similar instruments. Tailored fee structure with carry/perf components likely.", null, null, "BPG0033CBS2P", "pro", 1, null, null], ["bergos:advisory_mandate", "bergos", "personal_advisory", "Advisory Mandate (Beratungsmandate)", "CHF", "private", "high_net_worth", "Advisory-only mandate \u2014 client retains decision authority but receives Bergos investment recommendations on entire portfolio or per-transaction. Same 4-strategy framework as discretionary (CORE / GLOBAL ETF / DIRECT / PRIVATE MARKETS). Lower-touch than discretionary; lower fee likely.", null, null, "BPG00345N4Z2", "pro", 1, null, null], ["bergos:strategic_advice", "bergos", "personal_advisory", "Strategic Advice (Strategische Beratung)", "CHF", "private", "high_net_worth", "Strategic wealth advisory \u2014 distinct from transaction-level advice. Asset allocation, estate planning, multi-jurisdictional structuring. Project-fee or retainer model typical.", null, null, "BPG003EGAJMK", "pro", 1, null, null], ["bergos:family_office", "bergos", "wealth_management", "Enterprise and Family Solutions", "CHF", "business", "wealthy", "Family office and entrepreneur-focused service line. Multi-generation wealth planning, business succession, philanthropy structuring, art-collection management (via Art Consult). For Unternehmer-und-Family-Office clients with complex multi-stakeholder structures.", null, null, "BPG0034F4CNN", "pro", 1, null, null], ["bergos:art_consult", "bergos", "wealth_management", "Art Consult \u2014 art-wealth advisory", "CHF", "private", "high_net_worth", "Stand-alone art-wealth advisory practice (within the Beyond Money line). Art-collection valuation, acquisition advisory, custody coordination, regular Bergos Art Consult Newsletter publication. Rare named-brand-line offering within CH UHNW classical cohort \u2014 only Pictet has a comparable named art practice.", null, null, "BPG0033DXJYR", "pro", 1, null, null], ["bergos:custody", "bergos", "securities_trading", "Custody account (Depot)", "CHF", "private", "high_net_worth", "Securities custody underlying all mandate types. Bundled fee within discretionary mandates; separately invoiced under advisory. esisuisse deposit-insurance protection (separate Einlagensicherung document published in DE+EN).", null, null, "BPG003TNBJ91", "pro", 1, null, null]], "truncated": false, "filtered_table_rows_count": 9, "expanded_columns": [], "expandable_columns": [[{"column": "source_document_id", "other_table": "source_document", "other_column": "id"}, "title"], [{"column": "bank_id", "other_table": "bank", "other_column": "id"}, "name"]], "columns": ["id", "bank_id", "category", "name", "currency", "client_type", "target_group", "description", "valid_from", "source_document_id", "bpg", "access_tier", "is_tailored", "notice_period_days", "iso_account_type"], "primary_keys": ["id"], "units": {}, "query": {"sql": "select id, bank_id, category, name, currency, client_type, target_group, description, valid_from, source_document_id, bpg, access_tier, is_tailored, notice_period_days, iso_account_type from product where \"bank_id\" = :p0 order by bank_id desc limit 101", "params": {"p0": "bergos"}}, "facet_results": {}, "suggested_facets": [{"name": "category", "toggle_url": "http://api.bankproducts.info/bankproducts/product.json?bank_id=bergos&_facet=category"}, {"name": "client_type", "toggle_url": "http://api.bankproducts.info/bankproducts/product.json?bank_id=bergos&_facet=client_type"}, {"name": "target_group", "toggle_url": "http://api.bankproducts.info/bankproducts/product.json?bank_id=bergos&_facet=target_group"}], "next": null, "next_url": null, "private": false, "allow_execute_sql": true, "query_ms": 39.323429999058135, "source": "bankproducts.info", "source_url": "https://bankproducts.info", "license": "CC-BY-4.0", "license_url": "https://creativecommons.org/licenses/by/4.0/"}