Clients
Sandra Küng
PrivateIndividual · Client since 2019 · Chur, GR · KYC: Standard
Relationship manager
Jonas Weber
Business Banking · Lausanne
Cash
CHF 906k
Deposits
CHF 1.98m
Investments
CHF 4.59m
Lending
CHF 1.21m
Net flow 30d CHF 793k
Relationship summary
Synthetic banking dataPrivate client in the Private segment, with the bank since 2019 and based in Chur. Total deposits CHF 1'979'700, investments CHF 4'594'200, lending CHF 1'211'000. Net flow over the last 30 days is CHF 793'100, and a Fixed mortgage of CHF 1'211'000 renews in 314 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH70 0076 2485 6001 3366 6 | USD | CHF 453'100 |
| Savings | CH77 0076 4165 9831 6410 5 | CHF | CHF 1'073'500 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Fixed · Einfamilienhaus, Chur · renews in 314 d | 1.41% | CHF 1'211'000 |
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Cash | Global Equity Fund | CHF 919'500 | -2.3% |
| Equities | Capital-Protected Note | CHF 3'674'700 | 6.9% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-04 | Payroll — Employer | Card | CHF 85 |
| 2026-07-27 | Swisscom | Internal | CHF 84 |
| 2026-07-25 | Baumarkt Jumbo | Standing order | CHF -859 |
| 2026-06-25 | Migros | Standing order | CHF -8'543 |
| 2026-06-23 | Restaurant RebstockUnusual | Card | CHF -221 |
| 2026-06-22 | Krankenkasse Helvetia | Standing order | CHF 3'675 |
Interactions
- Email2026-01-18
Business account documentation updated.
- E-banking2025-09-01
Annual relationship review completed.
- Phone2025-07-03
Portfolio performance review meeting.