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
axion:wealth_management,axion,wealth_management,Axion Private Banking,CHF,private,high_net_worth,"Lugano-based private bank specialized in high-end Private Banking services. Founded 1998 (operating since 2010 under BancaStato control after acquiring UniCredit (Suisse) Bank SA, now Axion). Further consolidated in 2016 by absorbing part of Société Générale Private Banking (Lugano-Switzerland) SA, doubling in size. 100%-owned subsidiary of BancaStato (Banca dello Stato del Cantone Ticino — state bank with Garanzia dello Stato). Key figures 31.12.2024: Cifra di bilancio CHF 1.31 bn, CET1 27.8% (vs 7.0% regulatory minimum), 85 employees. Discretionary management + Spot/Full advisory mandates. Open-architecture investment universe (BancaStato Group entities + wide range of third-party providers). Tagline ""My Private Bank"" (2025). FIDLEG/FINSA tailored posture: per Section 4 of the general-information-for-clients brochure, the specific ""Fees and conditions for clients"" brochure is available on request only. No public fee schedule.",,,BPG003FZJN34,pro,1,,
axion:custody,axion,securities_trading,Servizi di custody,CHF,private,high_net_worth,Efficient custody services across a wide range of financial instruments. Offered to both private clients and institutional clients. Open-architecture model. Pricing tailored per relationship (FIDLEG Art. 8) — fee schedule on request.,,,BPG00396TS51,pro,1,,
axion:nominee_service,axion,securities_trading,Nominee Service — closed-end funds with capital calls,CHF,private,high_net_worth,"Specialised nominee service for asset managers, family offices, and high-net-worth investors to access closed-end funds with capital-call structure: Private Equity, Private Debt, Venture Capital. Axion acts as nominee in its own name on behalf of the actual investor (UBO disclosure may be required under EU AMLD). Pooled-investment mechanism allows aggregating multiple clients to reach minimum thresholds. Funds in various jurisdictions accepted (excluding the United States). Open-architecture model — client chooses the fund, Axion completes investment process, manages ongoing fund interactions (capital calls, distributions, divestments). Contact: privateequity@axionbank.ch. Pricing tailored per mandate.",,,BPG0035A6HPV,pro,1,,
axion:eam_services,axion,wealth_management,Servizi per Gestori esterni (EAM),CHF,business,high_net_worth,"External asset manager (EAM / IFA) services — dedicated ""Area Private Banking e Gestori esterni"" with its own Direttore Generale (Guido Marcionetti). B2B custody + execution platform for independent asset managers using Axion as custodian. Cooperation fee structures (one-off and/or ongoing) per FINSA compensation rules disclosed in general information brochure. Pricing tailored per relationship.",,,BPG0037RZDN1,pro,1,,
axion:axion_sicav,axion,wealth_management,ASB Axion SICAV (Luxembourg UCITS),CHF,private,high_net_worth,"Proprietary fund range: ASB Axion SICAV, a Luxembourg-domiciled Societe d'Investissement a Capital Variable (SICAV), established by Axion SWISS Bank in 2007 and supervised by the Commission de Surveillance du Secteur Financier (CSSF) of Luxembourg. UCITS-compliant under EU Directive 2009/65/CE. Multi-compartment structure (several sub-funds, each with own assets / objectives / investment policy): monetary, bond, mixed, equity. Axion SWISS Bank SA acts as appointed single Investment Manager. RARE among atom #274 CH UHNW cohort — most peers do not run their own UCITS SICAV (cf. Maerki Baumann ""no proprietary products"" stance). Fees per fund prospectus (not standardised across investors).",,,BPG0030CKTAT,pro,1,,