Clients
Rhein Logistics GmbH
BusinessCompany · Client since 2013 · Luzern, LU · KYC: Standard
Relationship manager
Marina Müller
Private Clients · Lausanne
Cash
CHF 170k
Deposits
CHF 222k
Investments
CHF 259k
Lending
CHF 1.54m
Net flow 30d CHF -41k
Relationship summary
Synthetic banking dataBusiness client in the Business segment, with the bank since 2013 and based in Luzern. Total deposits CHF 221'900, investments CHF 258'500, lending CHF 1'543'000. Net flow over the last 30 days is CHF -40'600. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Business | CH87 0076 5464 4300 2476 4 | CHF | CHF 84'800 |
| Business | CH66 0076 6029 7920 5573 1 | CHF | CHF 84'800 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Loan | Expansion · 55 months remaining | 3.85% | CHF 1'543'000 |
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Equities | European Equity Fund | CHF 128'500 | -1.1% |
| Bonds | Global Equity Fund | CHF 130'000 | 0.5% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Swisscom | Internal | CHF -7'088 |
| 2026-08-07 | Payroll — Employer | SIC | CHF -4'343 |
| 2026-07-17 | Apotheke ZentrumUnusual | Internal | CHF -274'208 |
| 2026-07-10 | Globus | Card | CHF -6'452 |
| 2026-07-03 | Steueramt | SIC | CHF 4'276 |
| 2026-06-21 | Coop Supermarkt | SIC | CHF -872 |
Interactions
- Advisory meeting2025-11-13
Portfolio performance review meeting.
- Email2025-07-01
Annual relationship review completed.