Clients
Andrea Müller
RetailIndividual · Client since 2005 · Basel, BS · KYC: Standard
Relationship manager
Jonas Weber
Business Banking · Lausanne
Cash
CHF 17k
Deposits
CHF 23k
Investments
CHF 0
Lending
CHF 804k
Net flow 30d CHF 1k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 2005 and based in Basel. Total deposits CHF 23'400, investments CHF 0, lending CHF 804'000. Net flow over the last 30 days is CHF 1'000, and a Variable mortgage of CHF 804'000 renews in 38 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH59 0076 4207 7353 6654 5 | CHF | CHF 16'800 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Variable · Einfamilienhaus, Basel · renews in 38 d | 1.26% | CHF 804'000 |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-07-21 | Immobilien Verwaltung AG | Card | CHF 2'164 |
| 2026-07-16 | Restaurant Rebstock | Internal | CHF 3'109 |
| 2026-07-04 | Elektrizitätswerk | Card | CHF -2'760 |
| 2026-07-01 | Elektrizitätswerk | SEPA | CHF -5'717 |
| 2026-06-18 | Apotheke Zentrum | SEPA | CHF 6'048 |
| 2026-06-17 | Migros | Card | CHF -6'815 |
Interactions
- E-banking2025-10-23
Annual relationship review completed.