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
mirabaud:vermoegensverwaltung,mirabaud,wealth_management,Private Banking — Discretionary Portfolio Management,CHF,private,high_net_worth,"Discretionary wealth management. Mirabaud SCA holding, Swiss SCA structure with Associés Gérants taking unlimited personal liability. 7 generations family-led since 1819. 700 staff. Pricing tailored per FIDLEG Art. 8 (not publicly published).",,,BPG003P9J037,pro,1,,
mirabaud:anlageberatung,mirabaud,personal_advisory,Investment Advisory + Planification Patrimoniale,CHF,private,high_net_worth,"Investment advisory mandate + wealth planning (""planification patrimoniale""). Strong wealth-planning emphasis in marketing (retirement, end-of-activity, Schweizer Vorsorge-Reform).",,,BPG0036FP40H,pro,1,,
mirabaud:lombard_loan,mirabaud,mortgage,Crédit Lombard / Solutions de financement,CHF,private,high_net_worth,"Lombard credit (securities-collateralised lending). Documented ""Solutions de financement"" page in crawl. Mandate-specific.",,,BPG003T5Y3WC,pro,1,,
mirabaud:private_assets,mirabaud,wealth_management,Private Assets / Alternative Investments,CHF,private,high_net_worth,"Private assets investment capability — flagged as distinct page in crawl (""private-assets-investment-bank-mirabaud""). Mandate-specific.",,,BPG00311XYX3,pro,1,,