Clients
Urs Lehmann
RetailIndividual · Client since 2023 · Genève, GE · KYC: Standard
Relationship manager
Beat Baumann
Business Banking · Luzern
Cash
CHF 73k
Deposits
CHF 86k
Investments
CHF 0
Lending
CHF 1.84m
Net flow 30d CHF 4k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 2023 and based in Genève. Total deposits CHF 85'900, investments CHF 0, lending CHF 1'840'000. Net flow over the last 30 days is CHF 3'700, and a SARON mortgage of CHF 1'840'000 renews in 35 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH34 0076 9600 5344 2301 5 | CHF | CHF 36'300 |
| Savings | CH56 0076 3479 6618 9266 4 | CHF | CHF 13'300 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | SARON · Renditeobjekt, Genève · renews in 35 d | 2.60% | CHF 1'840'000 |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-11 | Coop Supermarkt | SWIFT | CHF -8'105 |
| 2026-07-17 | Migros | Card | CHF -2'214 |
| 2026-07-16 | Steueramt | Standing order | CHF 5'338 |
| 2026-06-28 | Globus | Card | CHF -5'929 |
| 2026-06-28 | Swisscom | SIC | CHF 4'229 |
| 2026-06-28 | Baumarkt Jumbo | Internal | CHF 5'722 |
Interactions
- Phone2026-01-17
Portfolio performance review meeting.
- Branch2025-07-29
Card limit increase requested.