Clients
Matthias Brunner
RetailIndividual · Client since 1991 · Chur, GR · KYC: Enhanced
Relationship manager
Marina Müller
Private Clients · Lausanne
Cash
CHF 170k
Deposits
CHF 254k
Investments
CHF 0
Lending
CHF 1.04m
Net flow 30d CHF 30k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 1991 and based in Chur. Total deposits CHF 253'700, investments CHF 0, lending CHF 1'038'000. Net flow over the last 30 days is CHF 29'600, and a Variable mortgage of CHF 1'038'000 renews in 56 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH16 0076 4621 9482 1893 5 | CHF | CHF 84'800 |
| Savings | CH60 0076 4993 2920 8179 7 | CHF | CHF 84'200 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Variable · Mehrfamilienhaus, Chur · renews in 56 d | 1.87% | CHF 1'038'000 |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-07-30 | Apotheke Zentrum | Internal | CHF -2'282 |
| 2026-07-21 | SBB Ticketing | SEPA | CHF 7'201 |
| 2026-07-12 | Digitec Galaxus | SEPA | CHF 3'782 |
| 2026-07-05 | Pensionskasse | Card | CHF 3'878 |
| 2026-06-28 | Versicherung Zurich | SWIFT | CHF -3'207 |
| 2026-06-18 | Apotheke Zentrum | SWIFT | CHF -6'513 |
Interactions
- Branch2026-06-19
Annual relationship review completed.
- Phone2026-04-17
Business account documentation updated.