Clients
Gotthard Medtech Holding AG
BusinessCompany · Client since 2012 · Luzern, LU · KYC: Standard
Relationship manager
Céline Lehmann
Retail & Affluent · Winterthur
Cash
CHF 327k
Deposits
CHF 496k
Investments
CHF 0
Lending
CHF 2.59m
Net flow 30d CHF 124k
Relationship summary
Synthetic banking dataBusiness client in the Business segment, with the bank since 2012 and based in Luzern. Total deposits CHF 495'700, investments CHF 0, lending CHF 2'594'000. Net flow over the last 30 days is CHF 123'500. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Business | CH12 0076 6606 4367 3266 8 | EUR | CHF 109'100 |
| Custody | CH86 0076 8396 4057 8718 5 | CHF | CHF 0 |
| Business | CH33 0076 8065 5357 9216 2 | CHF | CHF 109'100 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Loan | Equipment financing · 29 months remaining | 4.28% | CHF 2'594'000 |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Coop Supermarkt | SEPA | CHF -4'652 |
| 2026-08-11 | SBB Ticketing | Card | CHF 5'095 |
| 2026-07-04 | Apotheke Zentrum | SEPA | CHF 353 |
| 2026-07-02 | Coop Supermarkt | SIC | CHF -3'640 |
| 2026-06-25 | Payroll — Employer | SIC | CHF -2'122 |
| 2026-06-14 | SwisscomUnusual | SEPA | CHF 229'296 |
Interactions
- Email2026-08-01
Card limit increase requested.
- Advisory meeting2026-01-01
Business account documentation updated.