product: globalance: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
globalance:wealth_management	globalance	wealth_management	Globalance Wealth Management — Zukunftbeweger Investing	CHF	private	high_net_worth	Discretionary + advisory wealth management for private clients, families and foundations. Zurich-based ESG-by-design private bank, founded 2011 by Reto Ringger (founder of SAM 1995 — world's first sustainable asset manager). Eigentuemergefuehrte Schweizer Privatbank. Anlagephilosophie: "Wirkung statt Wachstum" / "Mehr als Geld bewegen". Proprietary tooling: Globalance Footprint (launched 2015, "Google Earth fuer das Vermoegen" — world's first portfolio-level impact visualization by a bank) + Globalance World + Globalance Zukunftstest. Certified B Corporation since October 2015 — "Best for the World" 2022 (top 5% of 5,000 B Corps worldwide). Open-architecture: "setzt keine eigenen Produkte ein und weist alle Gebuehren transparent aus" (Pressemitteilung). Two in-house OGAW sub-funds offered (Sokrates + Zukunftbeweger focused) operated via MultiConcept/UBS Group. Mandate pricing tailored per FIDLEG Art. 8 (no public schedule).			BPG003SMG0D3	pro	1

Links from other tables

1 row from product_id in fee
9 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