Clients
Jura Energy SA
BusinessCompany · Client since 2004 · Zug, ZG · KYC: Standard
Relationship manager
Céline Lehmann
Retail & Affluent · Winterthur
Cash
CHF 282k
Deposits
CHF 534k
Investments
CHF 636k
Lending
CHF 406k
Net flow 30d CHF 82k
Relationship summary
Synthetic banking dataBusiness client in the Business segment, with the bank since 2004 and based in Zug. Total deposits CHF 534'100, investments CHF 635'700, lending CHF 406'000. Net flow over the last 30 days is CHF 81'900. 1 opportunity signal is currently open.
- Pension planning
- CHF 417'000 · Retirement planning appointment
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Business | CH86 0076 9266 5497 7197 3 | EUR | CHF 140'800 |
| Business | CH10 0076 6025 8527 9211 2 | EUR | CHF 140'800 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Loan | Expansion · 30 months remaining | 2.57% | CHF 406'000 |
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Funds | SMI Index Fund | CHF 291'000 | -3.8% |
| Structured | SMI Index Fund | CHF 69'400 | -3.0% |
| Cash | Money Market CHF | CHF 275'300 | -1.1% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|---|---|---|---|
| Pension planning | Pillar 3a contributions below the annual maximum; CHF 584'000 shortfall. | 79% | CHF 417k | Retirement planning appointment |
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-05 | SBB Ticketing | Card | CHF -164 |
| 2026-08-01 | Versicherung Zurich | SIC | CHF -3'668 |
| 2026-07-24 | SBB Ticketing | Internal | CHF -6'747 |
| 2026-07-13 | Globus | Standing order | CHF 4'726 |
| 2026-07-04 | Krankenkasse Helvetia | SIC | CHF 6'728 |
| 2026-06-23 | Migros | Internal | CHF -3'667 |
Interactions
- Phone2026-05-06
Annual relationship review completed.
- E-banking2026-01-26
Business account documentation updated.