product: efg:wealth_management
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| efg:wealth_management | efg | wealth_management | Vermoegensverwaltung | multi | private | high_net_worth | Traditional + Absolute Return + Managed Fund discretionary wealth management. Pricing not publicly disclosed for EFG-CH; LI sibling (BvE) publishes 1.5-1.8% all-in-fee with CHF 2500 minimum p.a. | BPG0035T79DY | pro | 1 |