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
edmond_rothschild:vermoegensverwaltung,edmond_rothschild,wealth_management,Vermögensverwaltungsmandat,CHF,private,high_net_worth,Discretionary wealth management for HNW/UHNW clients. Family-owned banking dynasty (Rothschild family). AuM ~CHF 165B globally. Swiss-entity pricing tailored per mandate; the FR + LU siblings both publish under MiFID II.,,,BPG003ZT6CYR,pro,1,,
edmond_rothschild:beratungsmandat,edmond_rothschild,personal_advisory,Anlageberatung (Advisory Mandate),CHF,private,high_net_worth,Investment advisory mandate. Bespoke fee per mandate; Swiss entity does not publish.,,,BPG003G4VH3Q,pro,1,,
edmond_rothschild:depot,edmond_rothschild,securities_trading,Depot (Custody),CHF,private,high_net_worth,Securities custody for HNW/UHNW. Bespoke per mandate.,,,BPG003HF6XV9,pro,1,,
edmond_rothschild:relationship_account,edmond_rothschild,current_account,Relationship Account (CHF),CHF,private,high_net_worth,Cash/payment account associated with wealth-management relationship. Bundled within mandate.,,,BPG003QESEE4,free,1,,