Clients
Gotthard Systems GmbH
CorporateCompany · Client since 2011 · Basel, BS · KYC: Standard
Relationship manager
Marina Roth
Business Banking · Lugano
Cash
CHF 1.53m
Deposits
CHF 3.05m
Investments
CHF 3.81m
Lending
CHF 0
Net flow 30d CHF 571k
Relationship summary
Synthetic banking dataBusiness client in the Corporate segment, with the bank since 2011 and based in Basel. Total deposits CHF 3'045'400, investments CHF 3'815'000, lending CHF 0. Net flow over the last 30 days is CHF 570'600. 1 opportunity signal is currently open.
- Dormant relationship
- CHF 88'500 · Re-engagement outreach
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Business | CH21 0076 1649 1606 8002 4 | CHF | CHF 763'600 |
| Business | CH21 0076 9751 8915 5569 5 | CHF | CHF 763'600 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Structured | SMI Index Fund | CHF 1'747'400 | -4.2% |
| Cash | Global Equity Fund | CHF 987'100 | -4.1% |
| Equities | SMI Index Fund | CHF 1'080'500 | -0.7% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|---|---|---|---|
| Dormant relationship | High-value relationship of CHF 322'000 with no contact in 14 months. | 90% | CHF 89k | Re-engagement outreach |
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-07-27 | Digitec Galaxus | SIC | CHF 213 |
| 2026-07-09 | SteueramtUnusual | Standing order | CHF 165'872 |
| 2026-06-29 | Baumarkt Jumbo | Standing order | CHF 8'380 |
| 2026-06-28 | Coop Supermarkt | SIC | CHF -5'036 |
| 2026-06-16 | Apotheke Zentrum | SEPA | CHF 3'703 |
| 2026-06-15 | Digitec Galaxus | SEPA | CHF -7'085 |
Interactions
- Branch2026-07-01
E-banking support request — resolved.