product: rothschild:ex_custody_mandate

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
rothschild:ex_custody_mandate	rothschild	wealth_management	Ex-Custody Wealth Management	CHF	private	high_net_worth	Wealth management service where Rothschild manages the portfolio but assets remain at a THIRD-PARTY CUSTODIAN BANK (UBS, Pictet, Vontobel, etc.). Rothschild handles strategy and order routing; the custodian holds the assets. Editorially novel — not all atom #274 cohort members offer this asset-light service model. Allgemeine Geschäftsbedingungen für Ex-Custody-Kundenbeziehungen documented (Stand Nov 2021).			BPG003HFHP63	pro	1

Links from other tables

1 row from product_id in fee
1 row 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