product: gutzwiller: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
gutzwiller:wealth_management	gutzwiller	wealth_management	Vermögensverwaltung — All-in Fee Modell	CHF	private	wealthy	Zurich-based subsidiary of E. Gutzwiller & Cie Banquiers (Basel — founded 1886). Distinctive: PUBLISHES the FIDLEG-mandated Kostenausweis ex-ante PDF on the website. Atom #294 — 3rd published counter-example to atom #274. The published Kostenausweis specifies for the standard scenario (CHF 1 Mio., Ausgewogen strategy, 10-year hold): Vermögensverwaltungsgebühr 1.60% p.a., Einstiegskosten 0.20%, Ausstiegskosten 0.20%, Gesamtkosten 1.66% p.a. (vs 1.62% steady state). The published rate is for natural persons. E. Gutzwiller & Cie (Basel parent) charges Gutzwiller AG (Zürich subsidiary) half of the custody fee as gruppeninterne Entschädigung — a transparent intragroup-pricing disclosure unusual within atom #274.			BPG0030E2MCH	pro	0						active

Links from other tables

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