id,product_id,feature_key,feature_value,note,source_page
rothschild:vermoegensverwaltung:pf:finsa_optout,rothschild:vermoegensverwaltung,pricing_condition,FINSA Art. 31 professional-client opt-out → tailored posture,"11th instance of CH UHNW classical cohort. After today's loads of JPMorgan, BIL, Safra Sarasin, Edmond de Rothschild, Deutsche Bank — Rothschild & Co is now the 11th member. 10 tailored + 1 published (Reichmuth counter-example).",
rothschild:vermoegensverwaltung:pf:german_resident_clients,rothschild:vermoegensverwaltung,pricing_condition,Serves German-resident clients (Barrierefreiheitsstärkungsgesetz compliance documented),"Crawl includes a PDF ""informationen-nach-dem-barrierefreiheitsstärkungsgesetz-fur-verbraucher"" (Information per the German Accessibility Strengthening Act for consumers, BFSG Stand 2025). Implies Rothschild & Co Bank AG serves German-resident clients and complies with German consumer-protection law. Similar to Deutsche Bank Suisse's EEA/non-EEA split observation but accessibility-flavored. Cross-border European client base typical of UHNW classical Swiss private banks with EU sibling entities (Rothschild Bank AG Frankfurt + Rothschild & Co France).",
rothschild:vermoegensverwaltung:pf:rothschild_taken_private_2023,rothschild:vermoegensverwaltung,pricing_condition,Rothschild & Co taken private 2023 (previously listed Euronext Paris: ROTH),"The Rothschild & Co Group was previously publicly listed on Euronext Paris (ticker ROTH). In 2023 the Rothschild family took the holding company private, removing it from public markets. Adds a structural data point: the Swiss subsidiary's ultimate parent transitioned from publicly listed to family-controlled-private within the atom #274 cohort's lifetime. Comparable governance evolution to Edmond de Rothschild's long-running family-controlled structure.",
rothschild:vermoegensverwaltung:pf:second_rothschild,rothschild:vermoegensverwaltung,pricing_condition,Second Rothschild family branch in the DB (after Edmond de Rothschild),"The Rothschild family operates multiple independent banking branches. DB now has both major Swiss-licensed Rothschild entities:
- Edmond de Rothschild (Suisse) SA — Edmond Adolphe branch, founded 1953, LU holding
- Rothschild & Co Bank AG — Senior banking branch (David de Rothschild and successors), taken private 2023

Both is_tailored=1, both follow atom #274 pattern. The kinship is structurally interesting: the same family operates multiple Swiss banks with similar transparency postures but different group structures.",