Clients
Lukas Berger
PrivateIndividual · Client since 2007 · Genève, GE · KYC: Standard
Relationship manager
Andrea Roth
Mortgage Advisory · Zürich Paradeplatz
Cash
CHF 2.38m
Deposits
CHF 4.27m
Investments
CHF 0
Lending
CHF 0
Net flow 30d CHF 721k
Relationship summary
Synthetic banking dataPrivate client in the Private segment, with the bank since 2007 and based in Genève. Total deposits CHF 4'265'800, investments CHF 0, lending CHF 0. Net flow over the last 30 days is CHF 721'200. 1 opportunity signal is currently open.
- Salary increase
- CHF 95'000 · Savings and pension review
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH91 0076 8685 4569 2008 5 | EUR | CHF 1'190'100 |
| Savings | CH73 0076 9324 3414 7476 7 | CHF | CHF 1'885'600 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|---|---|---|---|
| Salary increase | Recurring salary credit increased to CHF 178'000 per month. | 74% | CHF 95k | Savings and pension review |
| Risk | Model output on synthetic data — illustrative only. | 94% | — | Attrition propensity |
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-04 | Swisscom | Internal | CHF 7'212 |
| 2026-07-19 | Pensionskasse | Standing order | CHF 5'554 |
| 2026-07-18 | Krankenkasse Helvetia | SEPA | CHF -6'340 |
| 2026-07-02 | Digitec Galaxus | SWIFT | CHF -1'503 |
| 2026-06-19 | Globus | SEPA | CHF -5'294 |
| 2026-06-14 | Swisscom | Card | CHF -4'585 |
Interactions
- Advisory meeting2026-02-02
Business account documentation updated.
- Advisory meeting2025-09-17
Portfolio performance review meeting.