product: incore: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.

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
incore:wealth_management	incore	wealth_management	Incore B2B Transaction Banking + ICT (institutional custody / BaaS)	CHF	institutional	standard	Institutional custody + Bank-as-a-Service for other FINMA-supervised firms (banks, EAMs, securities dealers, fintechs, corporates). No retail offering by design ("Execution-only-Bank, keine Konkurrenz fuer das B2C-Geschaeft seiner Kunden"). Pricing is per partner-bank contract only — no retail price list exists. Assets under Custody CHF 12.7bn (2024). 102 staff (group total ~190 incl. Incore Technology). Sole owner: Incore Holding AG (bought out Maerki Baumann minority stake end-2024). Atom #274 sub-pattern: tailored=1 because B2B-only-by-design, not UHNW-classical. Headquarters Schlieren/Zurich; sister entities in Germany and Spain (Incore Corporate Services S.A., Madrid, 2024).			BPG0031HGBXC	pro	1

Links from other tables

1 row from product_id in fee
6 rows from product_id in product_feature
0 rows from package_id in package_item
1 row from product_id in interest_rate
0 rows from product_id in product_alias
0 rows from product_id in product_partner_link