Clients
Patrick Schmid
AffluentIndividual · Client since 2011 · Basel, BS · KYC: Standard
Relationship manager
Zoé Graf
Retail & Affluent · Zürich Paradeplatz
Cash
CHF 281k
Deposits
CHF 744k
Investments
CHF 1.39m
Lending
CHF 0
Net flow 30d CHF 146k
Relationship summary
Synthetic banking dataPrivate client in the Affluent segment, with the bank since 2011 and based in Basel. Total deposits CHF 743'900, investments CHF 1'386'300, lending CHF 0. Net flow over the last 30 days is CHF 145'500. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH96 0076 1468 5269 7269 3 | CHF | CHF 280'600 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Cash | European Equity Fund | CHF 375'900 | -0.8% |
| Equities | CHF Corporate Bonds | CHF 1'010'400 | -2.9% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Baumarkt Jumbo | SWIFT | CHF -3'055 |
| 2026-08-03 | Swisscom | Internal | CHF 7'906 |
| 2026-08-01 | Coop Supermarkt | Card | CHF 1'742 |
| 2026-07-22 | Migros | SIC | CHF 8'648 |
| 2026-07-14 | Swisscom | SWIFT | CHF -2'114 |
| 2026-07-09 | Digitec Galaxus | SWIFT | CHF 3'037 |
Interactions
- E-banking2025-12-12
Annual relationship review completed.
- Advisory meeting2025-08-11
Portfolio performance review meeting.