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
piguet_galland:vermoegensverwaltung,piguet_galland,wealth_management,Gestion de fortune (Discretionary WM),CHF,private,high_net_worth,Discretionary wealth management. Banque privée romande détenue par Banque Cantonale Vaudoise. 6 bureaux en Suisse romande. Three pillars: wealth advisory + investment + financing. B Corp certified. Pricing tailored per FIDLEG Art. 8 disclosure.,,,BPG003GQJ4VP,pro,1,,
piguet_galland:wealth_advisory,piguet_galland,personal_advisory,Wealth Advisory / Solutions patrimoniales,CHF,private,high_net_worth,Estate assessment + financial planning + pension analysis + wealth structuring. Bespoke fee per mandate.,,,BPG003N1G1CG,pro,1,,
piguet_galland:credit_lombard,piguet_galland,mortgage,Crédit Lombard,CHF,private,high_net_worth,"Lombard credit (securities-collateralised lending). Part of the ""financing"" pillar of the bank's three-expertise model. Bespoke terms per relationship.",,,BPG00318BHYM,pro,1,,
piguet_galland:depot,piguet_galland,securities_trading,Dépôt-titres / Custody,CHF,private,high_net_worth,In-house securities custody. Distributes Piguet Galland Mega-tendances Certificate + Helv-ethic ESG certificate (co-managed with BCV). Bespoke per mandate.,,,BPG0034WF0YM,pro,1,,
piguet_galland:eam_services,piguet_galland,wealth_management,Services pour gérants indépendants (EAM),CHF,business,high_net_worth,"B2B services for independent asset managers / EAMs. ""Piguet Galland's comprehensive service offering also enables its teams to support institutional clients and independent asset managers."" Bespoke fee per relationship.",,,BPG003QSYJKX,pro,1,,