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
rothschild:vermoegensverwaltung,rothschild,wealth_management,Vermögensverwaltungsmandat,CHF,private,high_net_worth,Discretionary wealth management for HNW/UHNW clients via Rothschild & Co Wealth Management. Swiss-entity pricing tailored per mandate.,,,BPG003HCP9HT,pro,1,,
rothschild:beratungsmandat,rothschild,personal_advisory,Anlageberatung (Advisory Mandate),CHF,private,high_net_worth,Investment advisory mandate. Bespoke fee per mandate.,,,BPG003ZXPN92,pro,1,,
rothschild:ex_custody_mandate,rothschild,wealth_management,Ex-Custody Wealth Management,CHF,private,high_net_worth,"Wealth management service where Rothschild manages the portfolio but assets remain at a THIRD-PARTY CUSTODIAN BANK (UBS, Pictet, Vontobel, etc.). Rothschild handles strategy and order routing; the custodian holds the assets. Editorially novel — not all atom #274 cohort members offer this asset-light service model. Allgemeine Geschäftsbedingungen für Ex-Custody-Kundenbeziehungen documented (Stand Nov 2021).",,,BPG003HFHP63,pro,1,,
rothschild:depot,rothschild,securities_trading,Depot (Custody),CHF,private,high_net_worth,In-house securities custody (when client chooses Rothschild as custodian rather than ex-custody). Bespoke per mandate.,,,BPG003J0157F,pro,1,,