Clients
Rhein Systems AG
CorporateCompany · Client since 2023 · Lausanne, VD · KYC: Enhanced
Relationship manager
Marina Müller
Private Clients · Lausanne
Cash
CHF 4.22m
Deposits
CHF 5.47m
Investments
CHF 9.99m
Lending
CHF 0
Net flow 30d CHF 1.57m
Relationship summary
Synthetic banking dataBusiness client in the Corporate segment, with the bank since 2023 and based in Lausanne. Total deposits CHF 5'465'200, investments CHF 9'986'400, lending CHF 0. Net flow over the last 30 days is CHF 1'568'600. 1 opportunity signal is currently open.
- High-value liquidity
- CHF 355'500 · Investment advisory contact
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Business | CH55 0076 4933 9467 7292 8 | CHF | CHF 1'407'500 |
| Custody | CH32 0076 2324 8391 1400 0 | CHF | CHF 9'986'400 |
| Custody | CH38 0076 1766 6604 5611 6 | EUR | CHF 9'986'400 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Bonds | SMI Index Fund | CHF 3'274'500 | 3.1% |
| Funds | Multi-Asset Balanced | CHF 2'281'600 | -5.7% |
| Structured | Capital-Protected Note | CHF 1'696'800 | -5.9% |
| Cash | European Equity Fund | CHF 2'733'500 | -4.8% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|---|---|---|---|
| High-value liquidity | Idle cash balance of CHF 420'000 following an inbound transfer. | 70% | CHF 356k | Investment advisory contact |
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-11 | Elektrizitätswerk | SIC | CHF -8'526 |
| 2026-07-25 | Baumarkt Jumbo | SEPA | CHF -3'347 |
| 2026-07-11 | Baumarkt Jumbo | Card | CHF 5'525 |
| 2026-06-25 | Pensionskasse | SIC | CHF 6'748 |
| 2026-06-25 | Krankenkasse Helvetia | SWIFT | CHF -8'332 |
| 2026-06-16 | Globus | Card | CHF 644 |
Interactions
- Phone2026-07-12
Pension planning consultation booked.
- Email2026-03-19
Portfolio performance review meeting.
- Email2026-01-12
Card limit increase requested.