Clients
Andrea Jacquier
RetailIndividual · Client since 1991 · Basel, BS · KYC: Standard
Relationship manager
Andrea Roth
Mortgage Advisory · Zürich Paradeplatz
Cash
CHF 148k
Deposits
CHF 208k
Investments
CHF 0
Lending
CHF 0
Net flow 30d CHF 32k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 1991 and based in Basel. Total deposits CHF 208'000, investments CHF 0, lending CHF 0. Net flow over the last 30 days is CHF 32'100. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH30 0076 9966 8049 3023 7 | EUR | CHF 74'000 |
| Custody | CH43 0076 4137 3362 3480 0 | CHF | CHF 0 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | SBB Ticketing | SEPA | CHF 6'822 |
| 2026-08-11 | Versicherung Zurich | SEPA | CHF 872 |
| 2026-08-11 | Versicherung Zurich | SEPA | CHF 8'058 |
| 2026-07-22 | Restaurant Rebstock | SIC | CHF 1'522 |
| 2026-07-15 | Elektrizitätswerk | Standing order | CHF 2'144 |
| 2026-06-15 | Steueramt | Internal | CHF 58'410 |
Interactions
- E-banking2026-07-19
Card limit increase requested.
- Branch2026-04-18
Card limit increase requested.