Yannick Küng

Retail

Individual · Client since 2015 · Bern, BE · KYC: Standard

Relationship manager

Thomas Lehmann

Mortgage Advisory · Zug

Cash

CHF 233k

Deposits

CHF 332k

Investments

CHF 0

Lending

CHF 2.21m

Net flow 30d CHF -15k

Relationship summary

Synthetic banking data

Private client in the Retail segment, with the bank since 2015 and based in Bern. Total deposits CHF 331'900, investments CHF 0, lending CHF 2'205'000. Net flow over the last 30 days is CHF -14'700, and a Fixed mortgage of CHF 2'205'000 renews in 20 days. No opportunity signals are currently open.

Accounts

Type	IBAN	Currency	Balance
Current	CH96 0076 9692 7053 6759 6	CHF	CHF 233'400

Lending

Facility	Detail	Rate	Balance
Mortgage	Fixed · Eigentumswohnung, Bern · renews in 20 d	1.40%	CHF 2'205'000

Opportunities and signals

Type	Reason	Confidence	Value	Action

Recent transactions

Latest 12

Date	Description	Channel	Amount
2026-08-10	Payroll — Employer	Standing order	CHF -5'513
2026-08-06	Steueramt	SIC	CHF 4'900
2026-07-20	SBB Ticketing	SWIFT	CHF 8'215
2026-07-06	Immobilien Verwaltung AG	Card	CHF 6'826
2026-06-27	Versicherung Zurich	SIC	CHF -2'493
2026-06-27	Apotheke Zentrum	SWIFT	CHF 6'061

Interactions

Branch2026-06-27
Business account documentation updated.