product: maerki: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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |