Clients
Rahel Moser
RetailIndividual · Client since 1987 · Thun, BE · KYC: Standard
Relationship manager
Patrick Frei
Corporate & Institutional · Zug
Cash
CHF 209k
Deposits
CHF 288k
Investments
CHF 0
Lending
CHF 2.29m
Net flow 30d CHF 12k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 1987 and based in Thun. Total deposits CHF 288'400, investments CHF 0, lending CHF 2'287'000. Net flow over the last 30 days is CHF 11'900, and a Fixed mortgage of CHF 2'287'000 renews in 68 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH74 0076 8689 5787 1186 7 | CHF | CHF 209'000 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Fixed · Eigentumswohnung, Thun · renews in 68 d | 2.28% | CHF 2'287'000 |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-06 | Payroll — Employer | Standing order | CHF 63 |
| 2026-07-31 | Elektrizitätswerk | Internal | CHF -8'439 |
| 2026-07-26 | Apotheke Zentrum | SEPA | CHF 6'228 |
| 2026-07-25 | Digitec Galaxus | SIC | CHF 7'225 |
| 2026-07-05 | Swisscom | SEPA | CHF 5'998 |
| 2026-06-15 | Versicherung Zurich | SWIFT | CHF 7'385 |
Interactions
- Branch2026-03-22
Card limit increase requested.
- Phone2025-11-17
Business account documentation updated.