product: pcb:wealth_management

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.

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
pcb:wealth_management pcb wealth_management PCB Family Office + Wealth Consolidation CHF private wealthy PCB Private Client Bank's sole publicly-visible service line — an "Investment Office Bank" for ultra-high-net-worth families. Core offering is multi-custodian consolidation across Swiss and foreign depot banks ("Bei uns laufen die Faeden zusammen"), not in-house discretionary asset management. PCB explicitly positions as adviser, not product-seller: "Wir verstehen uns als Berater und nicht als Verkaeufer von Anlageprodukten." Honorare are fixed (and optionally performance-linked), transparent, and explicitly non-transaction-based — eliminating churn incentives. Scope spans pure administration, portfolio management, succession planning, and tax/legal coordination via a network of external specialists. Founded 1998, owned by Swiss and German entrepreneur families ("eine Bank von Familien fuer Familien"). VR-Praesident Dr. Konrad Hummler (former managing partner Wegelin & Co.) anchors the bank in classical Swiss private-banking lineage. CEO Dr. Ivan Adamovich. Distinguishing editorial signature: quarterly "Private Client Letter" — thematic macroeconomic essays (rate regimes, commodities, cybersecurity) authored personally by Adamovich (IA) and Hummler (KH). Atom #274 23rd-or-next-numbered instance — Zurich UHNW with editorial-letter sub-pattern. Tariffs negotiated per family-office mandate; no public price schedule.     BPG003HG7ZF9 pro 1  

Links from other tables