Clients
Alpine Energy AG
BusinessCompany · Client since 2003 · Zug, ZG · KYC: Enhanced
Relationship manager
Andrea Roth
Mortgage Advisory · Zürich Paradeplatz
Cash
CHF 94k
Deposits
CHF 213k
Investments
CHF 176k
Lending
CHF 2.93m
Net flow 30d CHF 44k
Relationship summary
Synthetic banking dataBusiness client in the Business segment, with the bank since 2003 and based in Zug. Total deposits CHF 213'000, investments CHF 176'100, lending CHF 2'934'000. Net flow over the last 30 days is CHF 44'300. 1 opportunity signal is currently open.
- Salary increase
- CHF 386'000 · Savings and pension review
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Business | CH96 0076 1076 2643 4214 1 | CHF | CHF 31'300 |
| Business | CH63 0076 5353 3524 1312 3 | CHF | CHF 31'300 |
| Custody | CH27 0076 1459 9978 6562 6 | USD | CHF 176'100 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Loan | Working capital · 84 months remaining | 3.02% | CHF 2'934'000 |
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Cash | CHF Corporate Bonds | CHF 78'900 | 12.8% |
| Equities | Swiss Government Bonds | CHF 25'900 | 9.7% |
| Bonds | Global Equity Fund | CHF 28'600 | 8.1% |
| Funds | Multi-Asset Balanced | CHF 42'700 | 12.6% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|---|---|---|---|
| Salary increase | Recurring salary credit increased to CHF 561'000 per month. | 66% | CHF 386k | Savings and pension review |
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-09 | Restaurant Rebstock | Internal | CHF -6'606 |
| 2026-08-04 | Digitec GalaxusUnusual | Card | CHF -2'747 |
| 2026-07-30 | Apotheke Zentrum | Card | CHF 4'966 |
| 2026-07-20 | Swisscom | Internal | CHF -2'799 |
| 2026-06-28 | SBB Ticketing | SWIFT | CHF -6'663 |
| 2026-06-16 | Migros | SEPA | CHF -5'444 |
Interactions
- E-banking2026-06-20
Pension planning consultation booked.
- Advisory meeting2025-07-08
Annual relationship review completed.