Clients
Reto Küng
PrivateIndividual · Client since 1998 · Genève, GE · KYC: Standard
Relationship manager
Marina Roth
Business Banking · Lugano
Cash
CHF 3.07m
Deposits
CHF 3.88m
Investments
CHF 3.75m
Lending
CHF 383k
Net flow 30d CHF 393k
Relationship summary
Synthetic banking dataPrivate client in the Private segment, with the bank since 1998 and based in Genève. Total deposits CHF 3'876'800, investments CHF 3'749'300, lending CHF 383'000. Net flow over the last 30 days is CHF 393'100, and a SARON mortgage of CHF 383'000 renews in 420 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH35 0076 6862 4649 4952 6 | CHF | CHF 1'536'600 |
| Custody | CH49 0076 2652 7440 3475 1 | CHF | CHF 3'749'300 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | SARON · Eigentumswohnung, Genève · renews in 420 d | 1.56% | CHF 383'000 |
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Cash | Swiss Government Bonds | CHF 882'500 | 0.1% |
| Equities | Capital-Protected Note | CHF 2'866'800 | 4.5% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-02 | Immobilien Verwaltung AG | SIC | CHF 5'528 |
| 2026-08-02 | Krankenkasse Helvetia | Internal | CHF 1'093 |
| 2026-07-18 | Migros | Internal | CHF -5'082 |
| 2026-07-16 | Steueramt | SWIFT | CHF 1'290 |
| 2026-07-16 | Steueramt | Standing order | CHF 8'619 |
| 2026-06-23 | Restaurant Rebstock | Card | CHF -7'228 |
Interactions
- Branch2026-06-06
Pension planning consultation booked.