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
bonhote:classic,bonhote,wealth_management,Mandat de gestion Classic,CHF,private,high_net_worth,"Discretionary asset management mandate, Bonhôte's flagship mandate. Implementation via investment funds + direct securities. Four investment profiles (Defensive / Balanced / Growth / Equities) with sliding asset allocations. Managed from Neuchâtel by senior portfolio managers (Julien Stähli, Karine Patron, Bertrand Lemattre, Pascal Maire). Atom #274: pricing tailored, no public fee schedule.",,,BPG003X7WRFS,pro,1,,
bonhote:select,bonhote,wealth_management,Mandat de gestion Select,CHF,private,high_net_worth,"Dynamic discretionary mandate for higher-AuM clients who can support diversification via direct securities (rather than funds). ""Conçu pour les investisseurs qui cherchent une stratégie d'investissement dynamique et efficace avec une implémentation principalement au travers de lignes directes."" Same four profiles as Classic but higher entry AuM expected for line-direct diversification.",,,BPG0033WZSH1,pro,1,,
bonhote:impact,bonhote,wealth_management,Mandat de gestion Impact (responsible investment),CHF,private,high_net_worth,"Discretionary mandate in responsible investment — ESG-integrated portfolio construction. Part of Bonhôte's ESG core brand positioning (""ESG principles are an integral part of our investment process and preference is given to sustainable investments in our asset allocation strategy""). Complements the BONHÔTE Impact Fund.",,,BPG003058728,pro,1,,
bonhote:megatrend,bonhote,wealth_management,Mandat de gestion Megatrend,CHF,private,high_net_worth,"Thematic discretionary mandate focused on long-term megatrends (demographics, technology, sustainability, etc.). Tailored fee structure on-request.",,,BPG0035635BA,pro,1,,
bonhote:global,bonhote,wealth_management,Mandat de gestion Global,CHF,private,high_net_worth,Global-diversification discretionary mandate. Geographic and asset-class diversification across global markets. Tailored on-request.,,,BPG003WBTVCA,pro,1,,
bonhote:fund_swiss_equity_momentum,bonhote,wealth_management,BONHÔTE — Swiss Equity Momentum fund,CHF,private,wealthy,In-house actively-managed Swiss equity fund. Quantitative + systematic approach combining Momentum + Fundamental + Social & Governance factors. Benchmark: Swiss Performance Index (SPI). Targets outperformance of SPI on medium/long-term horizon. KID/PRIIP available (2026-03-19 version captured).,,,BPG003R3FW0N,pro,1,,
bonhote:fund_impact,bonhote,wealth_management,BONHÔTE Impact Fund,CHF,private,wealthy,In-house ESG/responsible-investment fund (Bonhôte Impact). Sustainable investing core to Bonhôte's brand. Underlying fund vehicle for the Impact mandate.,,,BPG0036SWQVA,pro,1,,
bonhote:fund_ch_gold_bars_esg,bonhote,wealth_management,BONHÔTE CH Swiss Gold Bars ESG fund,CHF,private,wealthy,In-house physical-gold-backed fund with ESG sourcing constraints. Differentiated from passive gold trackers by ESG-compliant supply-chain due diligence on the underlying physical gold bars.,,,BPG0038CMTBE,pro,1,,
bonhote:debit_mastercard,bonhote,debit_card,Debit Mastercard,CHF,private,wealthy,Mastercard Debit card linked to Bonhôte client account. Issued via SIX as Bonhôte's Mastercard processing partner. Standard Mastercard Debit functionality (cash withdrawal + payment in/out CH). Chargeback procedure via SIX with 30-day window. Fees per separate tariff (not published).,,,BPG003D6K2R5,free,1,,
bonhote:custody,bonhote,securities_trading,Custody account (Compte de garde),CHF,private,high_net_worth,Securities custody account associated with all mandates. Includes 401(k)-equivalent reporting in EN/FR/DE for clients with multi-jurisdiction tax needs. Fee schedule not published.,,,BPG0031E204F,pro,1,,