product_feature: pcb:wm:pf:investment_office_bank_model
This data as json
| id | product_id | feature_key | feature_value | note | source_page |
|---|---|---|---|---|---|
| pcb:wm:pf:investment_office_bank_model | pcb:wealth_management | business_model | Investment Office Bank — family-office multi-custodian consolidation | PCB self-describes as "Investment Office Bank" (Anglo-Swiss hybrid term) rather than "Vermoegensverwaltung" or "Private Banking". Core service is consolidating UHNW family wealth held across multiple Swiss and foreign depot banks into a single electronic reporting / oversight system. Quote: "Family Office Kunden diversifizieren ihr liquides Vermoegen vielfach ueber mehrere Depotstellen in der Schweiz und im Ausland. Wir schaffen die Uebersicht ueber liquides und weniger liquides Vermoegen mit einem elektronischen Konsolidierungssystem." Distinguishes PCB from in-house-only WM peers — clients can keep custody elsewhere. |