product: credinvest: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.

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	age_range_min	age_range_max	age_range_label	status
credinvest:wealth_management	credinvest	wealth_management	Gestione Patrimoniale + AI-assisted Asset Management	CHF	private	high_net_worth	Lugano-based independent private bank. Distinctive: AI-assisted asset management via partnership with MDOTM (Italian fintech). Italian-language client orientation. Tailored pricing.			BPG0030X6RP5	pro	1						active

Links from other tables

1 row from product_id in fee
0 rows from product_id in pricing_rule
0 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