Clients
Elena Suter
PrivateIndividual · Client since 2006 · Bern, BE · KYC: Standard
Relationship manager
Fabian Perret
Corporate & Institutional · Lugano
Cash
CHF 491k
Deposits
CHF 1.95m
Investments
CHF 4.91m
Lending
CHF 0
Net flow 30d CHF 495k
Relationship summary
Synthetic banking dataPrivate client in the Private segment, with the bank since 2006 and based in Bern. Total deposits CHF 1'946'800, investments CHF 4'906'000, lending CHF 0. Net flow over the last 30 days is CHF 495'200. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH67 0076 3702 5248 9364 8 | CHF | CHF 491'000 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Bonds | Swiss Government Bonds | CHF 1'749'900 | 0.5% |
| Funds | Swiss Government Bonds | CHF 1'183'100 | 6.4% |
| Structured | CHF Corporate Bonds | CHF 898'700 | 0.1% |
| Cash | Money Market CHF | CHF 1'074'300 | 8.4% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-05 | Swisscom | Internal | CHF -7'475 |
| 2026-08-03 | Elektrizitätswerk | SEPA | CHF 22'546 |
| 2026-07-27 | Digitec Galaxus | Internal | CHF 6'810 |
| 2026-07-18 | Elektrizitätswerk | SIC | CHF 7'846 |
| 2026-06-26 | Coop Supermarkt | Standing order | CHF -728 |
| 2026-06-24 | Pensionskasse | SWIFT | CHF -3'023 |
Interactions
- Phone2026-04-16
Mortgage renewal options discussed by phone.
- Phone2025-09-01
Pension planning consultation booked.