product: juliusbaer:vermoegensverwaltung

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
juliusbaer:vermoegensverwaltung	juliusbaer	wealth_management	Vermögensverwaltungsmandat	CHF	private	high_net_worth	Discretionary wealth management mandate for HNW / UHNW clients. Entry threshold ~CHF 1M-5M AuM (varies by booking centre and strategy). Pricing tailored per mandate — typical structure: AuM-based annual fee + execution costs + custody. No public schedule on the Swiss entity; pricing offered on relationship basis under FINSA Art. 31 professional-client opt-out.			BPG003WXWVKP	pro	1

Links from other tables

1 row from product_id in fee
2 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