product: rahnbodmer: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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| rahnbodmer:vermoegensverwaltung | rahnbodmer | wealth_management | Mandat Vermögensverwaltung | CHF | private | high_net_worth | Discretionary wealth management for HNW/UHNW clients. Oldest Swiss private bank still operating (founded 1750, Zurich). Kommanditgesellschaft governance form (limited partnership with personally-liable partners). Swiss-entity pricing tailored per mandate per FINSA Art. 31 professional-client opt-out. | BPG003F3VYWM | pro | 0 |