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
reyl:vermoegensverwaltung,reyl,wealth_management,Discretionary Portfolio Management,CHF,private,high_net_worth,"Discretionary WM via Asset Management division. Italian-parent (Intesa Sanpaolo) CH-subsidiary since 2020-2021 acquisition. AUM ~CHF 32B (incl. minority interests, 30.06.2025). 350 team members. 6 global locations. Pricing tailored per FIDLEG Art. 8 disclosure (not publicly published at CH level).",,,BPG003S9DZHD,pro,1,,
reyl:anlageberatung,reyl,personal_advisory,Investment Advisory Mandate,CHF,private,high_net_worth,Investment advisory mandate for HNW/UHNW. Bespoke fee per mandate at CH entity.,,,BPG0037VBK1Y,pro,1,,
reyl:asset_services,reyl,securities_trading,Asset Services (custody + administration),CHF,business,high_net_worth,B2B securities custody and administration for institutional/EAM clients via REYL Asset Services division. Bespoke per relationship.,,,BPG00312YWVS,pro,1,,
reyl:corporate_advisory,reyl,personal_advisory,Corporate Advisory & Structuring,CHF,business,high_net_worth,"Corporate advisory + structuring services for entrepreneurs. ~10% of 2014 net revenues (per 2015 François Reyl interview), growing pillar. Bespoke per mandate.",,,BPG0031T7PYJ,pro,1,,
reyl:reyl_overseas_us,reyl,wealth_management,REYL Overseas US (SEC-registered Investment Advisor),USD,private,high_net_worth,"US-clients service via REYL Overseas Ltd subsidiary, Santa Barbara branch (Los Angeles area, ~2020 opening). Registered as Investment Advisor with US SEC. Targets American entrepreneurs in Silicon Valley region + cross-border investors. First atom #274 cohort member with documented US SEC registration. Bespoke fee.",,,BPG003E2X472,pro,1,,