product: lombardodier: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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| lombardodier:vermoegensverwaltung | lombardodier | wealth_management | Vermögensverwaltungsmandat | CHF | private | high_net_worth | Discretionary wealth management mandate for HNW / UHNW clients. Typical entry threshold CHF 1M-5M+ AuM depending on booking centre. Pricing tailored per mandate; no public schedule on the Swiss entity. Quoted at mandate inception under FINSA Art. 31 professional-client opt-out. | BPG00375VBTB | pro | 1 |