product_feature
Data license: CC-BY-4.0 · Data source: bankproducts.info
4 rows where product_id = "bergos:discretionary_core"
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| id ▼ | product_id | feature_key | feature_value | note | source_page |
|---|---|---|---|---|---|
| bergos:discretionary_core:pf:esg_branded_responsibility | Discretionary Mandate — BERGOS CORE bergos:discretionary_core | pricing_condition | ESG Commitment branded as responsibility@bergos.ch | Bergos publishes annual ESG Briefing updates (ESG-Broschüre 2024). Dedicated email channel responsibility@bergos.ch. CEO quote: "verantwortungsbewusstes Banking ist nicht nur eine Option, sondern ein integraler Bestandteil unserer Identität". ESG positioning is brand-integral (not a separate division). The 2024 ESG Briefing is a 24-page update on the prior multi-year ESG report. | |
| bergos:discretionary_core:pf:four_mandate_instrument_typology | Discretionary Mandate — BERGOS CORE bergos:discretionary_core | pricing_condition | Four mandate structure differentiated by INSTRUMENT MIX (not AUM tier or risk) | Bergos's four discretionary mandate variants are explicitly differentiated by instrument typology rather than by AUM band or risk band: CORE = multi-asset/multi-instrument; GLOBAL ETF = ETF-heavy global; DIRECT = direct securities only; PRIVATE MARKETS = evergreen funds. Most CH UHNW classical banks structure variants by risk profile (defensive / balanced / growth / equity) or by AUM band — instrument-typology differentiation is more analogous to how institutional asset managers segment offerings. | |
| bergos:discretionary_core:pf:human_private_banking_brand | Discretionary Mandate — BERGOS CORE bergos:discretionary_core | pricing_condition | "Human Private Banking" — explicit anti-institutional brand positioning | Bergos centers its brand on "Human Private Banking". Verbatim: "Menschen und menschliche Qualitäten wie Respekt, Empathie und Neugierde sollen beim Private Banking im Mittelpunkt stehen." Explicit positioning against algorithmic / institutional models. CEO Dr. Peter Raskin is the voice of this positioning. Distinct from Maerki Baumann's "no proprietary products" stance (which is functional) — Bergos's positioning is philosophical/affective. | |
| bergos:discretionary_core:pf:zurich_geneva_two_offices | Discretionary Mandate — BERGOS CORE bergos:discretionary_core | pricing_condition | Zürich HQ + Geneva branch — bicoastal Swiss footprint | Bergos operates from Kreuzstrasse 5, 8008 Zürich (HQ) and Quai du Mont-Blanc 29, 1201 Geneva (branch). Two-office Swiss footprint is typical for atom #274 cohort, but the Zürich-primary + Geneva-secondary ordering is the reverse of the typical Geneva-primary CH UHNW pattern. Reflects the Hanseatic heritage of the Berenberg parent — Hamburg-Zürich is the natural German-language-financial axis. |
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CREATE TABLE product_feature (
id TEXT PRIMARY KEY,
product_id TEXT NOT NULL REFERENCES product(id),
feature_key TEXT NOT NULL, -- withdrawal_limit_free, notice_period, daily_limit, monthly_limit,
-- interest_late_payment, max_balance, included_services, ...
feature_value TEXT,
note TEXT,
source_page INTEGER
);
CREATE INDEX idx_product_feature_product ON product_feature(product_id);
CREATE INDEX idx_product_feature_key ON product_feature(feature_key);