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product: maerki: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
maerki:vermoegensverwaltung maerki wealth_management Vermoegensverwaltungsmandat CHF private high_net_worth Discretionary wealth management. Familiengefuehrte 1932-Privatbank, nicht-boersenkotiert. Verzicht auf eigene Produkte — Open-architecture only. AUM ca. CHF 7.5 Mrd (75% Schweizer Kunden). Modularer Anlageansatz. Pricing tailored per FIDLEG Art. 8 (not publicly published).     BPG003814RQG pro 1    

Links from other tables

  • 1 row from product_id in fee
  • 5 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
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