product_feature

Data license: CC-BY-4.0 · Data source: bankproducts.info

6 rows where product_id = "trafina:vermoegensverwaltung"

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id ▼ product_id feature_key feature_value note source_page
trafina:vermoegensverwaltung:pf:ag_partner_shareholder Vermoegensverwaltung trafina:vermoegensverwaltung pricing_condition Aktiengesellschaft with partner-shareholders — 9th governance form in atom #274 "Partner und Aktionaer der Trafina Privatbank AG" wording in captured news content suggests AG with partner-shareholder structure (similar to founder-led private equity firms). Distinct from pure-AG-public (Julius Baer SIX:BAER), Swiss general partnership (Pictet, Lombard Odier, Reichmuth — unlimited liability), KmG (Rahn+Bodmer, Baumann), family-controlled private holding (Safra Sarasin, EdR), foreign-controlled subsidiary (EFG, JPMorgan, BIL, DB Suisse). 9th distinct governance form in atom #274 cohort.  
trafina:vermoegensverwaltung:pf:finsa_optout Vermoegensverwaltung trafina:vermoegensverwaltung pricing_condition FINSA Art. 31 professional-client opt-out -> tailored posture 13th instance of CH UHNW classical cohort. After Pictet, EFG, Julius Baer, Lombard Odier, JPMorgan Suisse, BIL Suisse, Safra Sarasin, Edmond de Rothschild, Deutsche Bank Suisse, Rothschild & Co, Rahn+Bodmer (12 tailored) + Reichmuth (1 published) — Trafina is the 13th. 12 tailored + 1 published. Cohort genuinely saturated; further loads add governance/geographic breadth without changing the central thesis.  
trafina:vermoegensverwaltung:pf:pure_wm Vermoegensverwaltung trafina:vermoegensverwaltung pricing_condition Pure-play wealth management — no commercial banking products Trafina offers only Vermoegensverwaltung + Anlageberatung. No current accounts, debit cards, mortgages, or payment services documented. Distinct from full-service private banks (Pictet, Lombard Odier, Julius Baer, JPMorgan Suisse, BIL Suisse) which run commercial-banking products alongside WM. Suggests "Privatbank" classification can mean two shapes: full-service or pure-WM. Cohort now has both clearly represented.  
trafina:vermoegensverwaltung:pf:second_basel Vermoegensverwaltung trafina:vermoegensverwaltung pricing_condition 2nd Basel atom #274 instance (after Safra Sarasin) Basel cluster: Trafina + Safra Sarasin (atom #274 tailored), plus Baumann & Cie KmG (publisher, not in atom #274). All three are Basel-based wealth manangers but with very different governance and disclosure postures. Cohort city distribution after this load: Zurich x7, Geneva x4, Basel x2, Lucerne x1.  
trafina:vermoegensverwaltung:pf:strongest_onrequest_quote Vermoegensverwaltung trafina:vermoegensverwaltung pricing_condition Most explicit "Gebuehrenuebersicht on request before service delivery" quote in cohort FIDLEG brochure v3 (gueltig ab 1.7.2025) explicit wording: "Die Kosten im Zusammenhang mit der von der Bank angebotenen Finanzdienstleistungen sind in der Gebuehrenuebersicht der Bank aufgefuehrt und werden vor Erbringung der betreffenden Dienstleistung oder jederzeit auf Anfrage zur Verfuegung gestellt." Confirms the Gebuehrenuebersicht as an internal document delivered to clients pre-service per FIDLEG Art. 8 compliance, NOT publicly published. Strongest "yes-we-have-prices-no-we-dont-publish-them" wording observed across the cohort. Comparable language at Pictet, Julius Baer, Rahn+Bodmer but less explicit. The blog "Why your wealth manager doesnt tell you what they charge" could quote this verbatim.  
trafina:vermoegensverwaltung:pf:youngest_tailored Vermoegensverwaltung trafina:vermoegensverwaltung pricing_condition Youngest tailored atom #274 cohort member (banking licence 1991) Trafina founded 1989 as Trafina AG (Vermoegensverwaltung), banking licence 1991. Youngest tailored cohort member by 5+ years. Next-youngest: AMINA 2018 but AMINA is a publisher. Only Reichmuth (1996) is younger among full cohort and Reichmuth is the published counter-example. Editorial point: even a 1991-founded young bank chooses the tailored posture — youth does not push toward published, just as longevity does not (Rahn+Bodmer 1750 = oldest = also tailored).  

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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);