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
ubp:vermoegensverwaltung,ubp,wealth_management,Discretionary Portfolio Management (DPM),CHF,private,high_net_worth,"Discretionary wealth management for HNW/UHNW. Family-owned (de Picciotto family since 1969, 3rd generation). AUM ~CHF 150B globally. CH-entity pricing tailored per FIDLEG Art. 8 disclosure. Comparable schedules published at UBP Luxembourg (0.70% all-in for Conservative/Balanced/Dynamic mandates), UBP Monaco, UBP UK, UBP HK Branch — but NOT at UBP Geneva.",,,BPG00386KE79,pro,1,,
ubp:anlageberatung,ubp,personal_advisory,Investment Advisory Mandate,CHF,private,high_net_worth,Investment advisory mandate with personalised RM advice; client retains autonomy on investment choices. Bespoke fee per mandate at CH entity.,,,BPG003N60GV3,pro,1,,
ubp:execution_only,ubp,securities_trading,Execution Only Service,CHF,private,high_net_worth,Execution-only brokerage for experienced clients managing their own portfolio. Comparable Monaco schedule published. CH entity bespoke.,,,BPG0034T20JJ,pro,1,,
ubp:depot,ubp,securities_trading,Securities Custody (Depot),CHF,private,high_net_worth,In-house securities custody. Bespoke per mandate at CH entity.,,,BPG0035MC260,pro,1,,
ubp:private_markets,ubp,wealth_management,Private Markets Solutions,CHF,private,high_net_worth,Private markets / alternative investments capability — flagged as strategic pillar in UBP 2026 Private Markets Outlook. Bespoke fee per mandate.,,,BPG003N7NF3B,pro,1,,