Clients
Stefan Frei
RetailIndividual · Client since 1997 · Bern, BE · KYC: Standard
Relationship manager
Marina Roth
Business Banking · Lugano
Cash
CHF 139k
Deposits
CHF 239k
Investments
CHF 0
Lending
CHF 0
Net flow 30d CHF 45k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 1997 and based in Bern. Total deposits CHF 239'000, investments CHF 0, lending CHF 0. Net flow over the last 30 days is CHF 45'400. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH75 0076 6607 3979 2772 5 | CHF | CHF 139'400 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Steueramt | SIC | CHF 2'131 |
| 2026-08-06 | Migros | SIC | CHF -518 |
| 2026-08-01 | Restaurant Rebstock | Card | CHF 4'294 |
| 2026-07-23 | Globus | SEPA | CHF 4'863 |
| 2026-07-03 | Pensionskasse | SEPA | CHF -5'143 |
| 2026-06-19 | Elektrizitätswerk | SEPA | CHF 2'484 |
Interactions
- Email2026-06-27
Card limit increase requested.
- Phone2026-01-26
Pension planning consultation booked.
- Advisory meeting2025-09-09
Annual relationship review completed.