product: axion:wealth_management

Retail banking products. Each row is one product offered by one bank. Categories: current_account, savings_account, pillar_3a, vested_benefits, mortgage, credit_card, debit_card, term_deposit, wealth_management, securities_trading, etc.

This data as json

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
axion:wealth_management	axion	wealth_management	Axion Private Banking	CHF	private	high_net_worth	Lugano-based private bank specialized in high-end Private Banking services. Founded 1998 (operating since 2010 under BancaStato control after acquiring UniCredit (Suisse) Bank SA, now Axion). Further consolidated in 2016 by absorbing part of Société Générale Private Banking (Lugano-Switzerland) SA, doubling in size. 100%-owned subsidiary of BancaStato (Banca dello Stato del Cantone Ticino — state bank with Garanzia dello Stato). Key figures 31.12.2024: Cifra di bilancio CHF 1.31 bn, CET1 27.8% (vs 7.0% regulatory minimum), 85 employees. Discretionary management + Spot/Full advisory mandates. Open-architecture investment universe (BancaStato Group entities + wide range of third-party providers). Tagline "My Private Bank" (2025). FIDLEG/FINSA tailored posture: per Section 4 of the general-information-for-clients brochure, the specific "Fees and conditions for clients" brochure is available on request only. No public fee schedule.			BPG003FZJN34	pro	1

Links from other tables

2 rows from product_id in fee
9 rows from product_id in product_feature
0 rows from package_id in package_item
1 row from product_id in interest_rate
0 rows from product_id in product_alias
0 rows from product_id in product_partner_link