product: bergos:discretionary_core

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.

Data license: CC-BY-4.0 · Data source: bankproducts.info

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
bergos:discretionary_core	bergos	wealth_management	Discretionary Mandate — BERGOS CORE	CHF	private	high_net_worth	Bergos flagship discretionary mandate. Multi-asset multi-instrument approach: direct securities + funds + ETFs + structured products + liquid alternatives + precious metals. Fully leverages Bergos Top-Down macro view + Bottom-Up securities selection in Europe and US (Large Cap focus with sector house view). Profiles: Festverzinslich / Defensiv / Ausgewogen / Wachstum / Aktien / CORE SCHWEIZ. Atom #274 22nd instance: pricing tailored, no public fee schedule.			BPG003BFBNBJ	pro	1

Links from other tables

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