Clients
Nadine Meier
RetailIndividual · Client since 1998 · Lausanne, VD · KYC: Enhanced
Relationship manager
Marina Roth
Business Banking · Lugano
Cash
CHF 169k
Deposits
CHF 197k
Investments
CHF 0
Lending
CHF 881k
Net flow 30d CHF 13k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 1998 and based in Lausanne. Total deposits CHF 197'100, investments CHF 0, lending CHF 881'000. Net flow over the last 30 days is CHF 13'100, and a Fixed mortgage of CHF 881'000 renews in 164 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH27 0076 4060 6808 4357 2 | CHF | CHF 84'700 |
| Savings | CH14 0076 1348 4623 3557 5 | CHF | CHF 27'700 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Fixed · Renditeobjekt, Lausanne · renews in 164 d | 2.11% | CHF 881'000 |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Swisscom | Card | CHF 3'186 |
| 2026-08-08 | Steueramt | Card | CHF 725 |
| 2026-07-25 | SwisscomUnusual | SEPA | CHF 8'007 |
| 2026-06-30 | Immobilien Verwaltung AG | Internal | CHF -4'421 |
| 2026-06-27 | Digitec Galaxus | SWIFT | CHF -3'796 |
| 2026-06-16 | Immobilien Verwaltung AG | Standing order | CHF 1'676 |
Interactions
- E-banking2026-05-03
Business account documentation updated.
- Phone2025-11-10
Portfolio performance review meeting.
- Branch2025-09-08
Pension planning consultation booked.