product_feature

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

3 rows where product_id = "trafina:vermoegensverwaltung"

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id ▼ product_id feature_key feature_value note source_page
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: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.  

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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);