product: ubp: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
ubp:vermoegensverwaltung	ubp	wealth_management	Discretionary Portfolio Management (DPM)	CHF	private	high_net_worth	Discretionary wealth management for HNW/UHNW. Family-owned (de Picciotto family since 1969, 3rd generation). AUM ~CHF 150B globally. CH-entity pricing tailored per FIDLEG Art. 8 disclosure. Comparable schedules published at UBP Luxembourg (0.70% all-in for Conservative/Balanced/Dynamic mandates), UBP Monaco, UBP UK, UBP HK Branch — but NOT at UBP Geneva.			BPG00386KE79	pro	1

Links from other tables

1 row from product_id in fee
6 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