Clients
Valérie Graf
RetailIndividual · Client since 1996 · Zug, ZG · KYC: Standard
Relationship manager
Werner Jacquier
Retail & Affluent · Basel
Cash
CHF 99k
Deposits
CHF 116k
Investments
CHF 0
Lending
CHF 0
Net flow 30d CHF 21k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 1996 and based in Zug. Total deposits CHF 116'400, investments CHF 0, lending CHF 0. Net flow over the last 30 days is CHF 21'100. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH55 0076 5708 9250 2140 6 | CHF | CHF 49'700 |
| Savings | CH32 0076 7116 1870 7016 7 | CHF | CHF 17'000 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Pensionskasse | Standing order | CHF -5'056 |
| 2026-08-06 | Digitec Galaxus | SIC | CHF -2'102 |
| 2026-07-29 | Payroll — Employer | SEPA | CHF -8'322 |
| 2026-07-24 | Immobilien Verwaltung AG | Internal | CHF 7'810 |
| 2026-07-21 | Pensionskasse | SIC | CHF 6'014 |
| 2026-07-07 | Restaurant Rebstock | SWIFT | CHF -687 |
Interactions
- Branch2026-06-15
Annual relationship review completed.