product: helvetische: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
helvetische:wealth_management	helvetische	wealth_management	Helvetische Bank Private Banking	CHF	private	high_net_worth	Zurich-based independent private bank, listed on SIX Swiss Exchange. Publishes annual + interim "true and fair view" reports (Zwischenabschluss-2025, Geschäftsbericht 2017-2025, etc.). Listed-bank status drives public financial reporting unusual within atom #274 (most peers are private/family-held).			BPG003QJHX5S	pro	1

Links from other tables

2 rows from product_id in fee
11 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