Clients
Zoé Hofer
PrivateIndividual · Client since 1992 · Zürich, ZH · KYC: Periodic review due
Relationship manager
Patrick Frei
Corporate & Institutional · Zug
Cash
CHF 797k
Deposits
CHF 1.47m
Investments
CHF 5.75m
Lending
CHF 0
Net flow 30d CHF 56k
Relationship summary
Synthetic banking dataPrivate client in the Private segment, with the bank since 1992 and based in Zürich. Total deposits CHF 1'469'300, investments CHF 5'754'000, lending CHF 0. Net flow over the last 30 days is CHF 55'800. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH25 0076 5573 5762 9602 5 | CHF | CHF 398'400 |
| Savings | CH70 0076 6141 6648 6075 7 | CHF | CHF 672'600 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Funds | European Equity Fund | CHF 2'532'200 | 4.4% |
| Structured | SMI Index Fund | CHF 1'410'200 | -4.9% |
| Cash | Global Equity Fund | CHF 703'400 | 7.3% |
| Equities | European Equity Fund | CHF 1'108'200 | 10.5% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-03 | Payroll — Employer | Standing order | CHF -4'188 |
| 2026-07-30 | Pensionskasse | SIC | CHF 8'888 |
| 2026-07-13 | GlobusUnusual | Standing order | CHF 162'548 |
| 2026-07-05 | Coop Supermarkt | SIC | CHF -2'435 |
| 2026-06-30 | Globus | SWIFT | CHF -8'622 |
| 2026-06-14 | Restaurant Rebstock | SIC | CHF -8'524 |
Interactions
- E-banking2026-07-03
Business account documentation updated.
- Email2026-03-14
Mortgage renewal options discussed by phone.