Clients
Nadine Dubois
PrivateIndividual · Client since 2015 · Luzern, LU · KYC: Standard
Relationship manager
Thomas Lehmann
Mortgage Advisory · Zug
Cash
CHF 2.06m
Deposits
CHF 3.25m
Investments
CHF 4.00m
Lending
CHF 995k
Net flow 30d CHF -271k
Relationship summary
Synthetic banking dataPrivate client in the Private segment, with the bank since 2015 and based in Luzern. Total deposits CHF 3'246'200, investments CHF 3'997'400, lending CHF 995'000. Net flow over the last 30 days is CHF -271'200, and a Variable mortgage of CHF 995'000 renews in 308 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH84 0076 9142 8254 9784 5 | CHF | CHF 2'064'400 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Variable · Einfamilienhaus, Luzern · renews in 308 d | 2.36% | CHF 995'000 |
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Equities | Global Equity Fund | CHF 1'557'900 | 11.4% |
| Bonds | Global Equity Fund | CHF 2'439'500 | 1.9% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|---|---|---|---|
| Risk | Model output on synthetic data — illustrative only. | 93% | — | Attrition propensity |
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-07-24 | Steueramt | SWIFT | CHF -1'498 |
| 2026-07-05 | Steueramt | Standing order | CHF 5'180 |
| 2026-06-29 | Elektrizitätswerk | SWIFT | CHF -7'566 |
| 2026-06-28 | Baumarkt Jumbo | Standing order | CHF 2'626 |
| 2026-06-26 | Restaurant Rebstock | Card | CHF 2'537 |
| 2026-06-15 | Steueramt | SWIFT | CHF 6'568 |
Interactions
- E-banking2026-05-04
Card limit increase requested.
- Email2026-02-24
E-banking support request — resolved.