Clients
Urs Keller
RetailIndividual · Client since 2002 · Zug, ZG · KYC: Standard
Relationship manager
Rahel Zimmermann
Mortgage Advisory · Basel
Cash
CHF 57k
Deposits
CHF 67k
Investments
CHF 0
Lending
CHF 1.78m
Net flow 30d CHF 17k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 2002 and based in Zug. Total deposits CHF 67'200, investments CHF 0, lending CHF 1'782'000. Net flow over the last 30 days is CHF 17'000, and a SARON mortgage of CHF 1'782'000 renews in 71 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH30 0076 7224 8578 5286 5 | CHF | CHF 28'400 |
| Savings | CH58 0076 6687 1097 8283 4 | CHF | CHF 10'400 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | SARON · Einfamilienhaus, Zug · renews in 71 d | 2.62% | CHF 1'782'000 |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-11 | Restaurant Rebstock | Card | CHF 5'115 |
| 2026-07-31 | Migros | SEPA | CHF 7'819 |
| 2026-07-30 | Globus | SWIFT | CHF 6'652 |
| 2026-06-29 | Versicherung ZurichUnusual | Card | CHF -76'333 |
| 2026-06-16 | Pensionskasse | Internal | CHF -2'853 |
| 2026-06-16 | Pensionskasse | SIC | CHF -4'174 |
Interactions
- Branch2026-04-04
Annual relationship review completed.
- Advisory meeting2025-10-13
Business account documentation updated.
- Advisory meeting2025-07-24
E-banking support request — resolved.