Clients
Werner Marti
PrivateIndividual · Client since 1999 · Aarau, AG · KYC: Standard
Relationship manager
Andrea Roth
Mortgage Advisory · Zürich Paradeplatz
Cash
CHF 3.51m
Deposits
CHF 4.47m
Investments
CHF 4.44m
Lending
CHF 0
Net flow 30d CHF -296k
Relationship summary
Synthetic banking dataPrivate client in the Private segment, with the bank since 1999 and based in Aarau. Total deposits CHF 4'465'900, investments CHF 4'436'700, lending CHF 0. Net flow over the last 30 days is CHF -295'500. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH97 0076 9521 1144 7067 4 | USD | CHF 3'509'600 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Equities | Money Market CHF | CHF 1'693'300 | 12.2% |
| Bonds | SMI Index Fund | CHF 907'700 | -3.5% |
| Funds | Money Market CHF | CHF 679'700 | 1.6% |
| Structured | CHF Corporate Bonds | CHF 1'156'000 | -3.2% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-07-31 | Krankenkasse Helvetia | Card | CHF -8'540 |
| 2026-07-29 | Elektrizitätswerk | SWIFT | CHF -5'786 |
| 2026-07-19 | Swisscom | Card | CHF 8'872 |
| 2026-07-16 | Baumarkt Jumbo | Standing order | CHF -54'591 |
| 2026-07-05 | SBB Ticketing | SWIFT | CHF 4'566 |
| 2026-06-16 | Coop Supermarkt | Internal | CHF -4'950 |
Interactions
- Branch2026-04-15
Mortgage renewal options discussed by phone.