product: jpmorgan:vermoegensverwaltung
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| jpmorgan:vermoegensverwaltung | jpmorgan | wealth_management | Vermögensverwaltungsmandat | CHF | private | high_net_worth | Discretionary wealth management for HNW/UHNW clients. JPMorgan Private Bank typical entry threshold is significantly above CHF 5M AuM in the Swiss booking centre (US-parent global standard). Pricing tailored per mandate, no public schedule on the Swiss entity. Quoted under FINSA Art. 31 professional-client opt-out. | BPG003PP75ZM | pro | 1 |