Clients
Isabelle Meier
RetailIndividual · Client since 2014 · Chur, GR · KYC: Periodic review due
Relationship manager
Patrick Frei
Corporate & Institutional · Zug
Cash
CHF 86k
Deposits
CHF 165k
Investments
CHF 0
Lending
CHF 1.70m
Net flow 30d CHF -28k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 2014 and based in Chur. Total deposits CHF 164'500, investments CHF 0, lending CHF 1'699'000. Net flow over the last 30 days is CHF -27'800, and a SARON mortgage of CHF 1'699'000 renews in 15 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH69 0076 6399 6575 8304 8 | CHF | CHF 43'100 |
| Custody | CH81 0076 1937 6711 5259 3 | CHF | CHF 0 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | SARON · Mehrfamilienhaus, Chur · renews in 15 d | 2.65% | CHF 1'699'000 |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-04 | MigrosUnusual | Card | CHF -128'237 |
| 2026-08-01 | Immobilien Verwaltung AG | Internal | CHF -1'478 |
| 2026-07-20 | Elektrizitätswerk | Standing order | CHF 7'506 |
| 2026-07-13 | Krankenkasse Helvetia | SIC | CHF 7'257 |
| 2026-06-26 | Restaurant Rebstock | SWIFT | CHF -898 |
| 2026-06-18 | Krankenkasse HelvetiaUnusual | SIC | CHF 4'198 |
Interactions
- Phone2026-06-14
Mortgage renewal options discussed by phone.