Clients
Nicolas Brunner
PrivateIndividual · Client since 2021 · Solothurn, SO · KYC: Standard
Relationship manager
Lukas Marti
Private Clients · St. Gallen
Cash
CHF 1.37m
Deposits
CHF 2.34m
Investments
CHF 3.42m
Lending
CHF 2.30m
Net flow 30d CHF 371k
Relationship summary
Synthetic banking dataPrivate client in the Private segment, with the bank since 2021 and based in Solothurn. Total deposits CHF 2'339'000, investments CHF 3'415'800, lending CHF 2'300'000. Net flow over the last 30 days is CHF 371'300, and a Fixed mortgage of CHF 2'300'000 renews in 310 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH72 0076 1419 9341 6465 6 | CHF | CHF 1'365'700 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Fixed · Renditeobjekt, Solothurn · renews in 310 d | 2.11% | CHF 2'300'000 |
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Structured | Capital-Protected Note | CHF 1'209'600 | 11.5% |
| Cash | Swiss Government Bonds | CHF 689'100 | 0.7% |
| Equities | SMI Index Fund | CHF 548'300 | 10.3% |
| Bonds | Swiss Government Bonds | CHF 968'800 | -3.2% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-10 | Steueramt | Card | CHF -4'011 |
| 2026-08-08 | Restaurant Rebstock | SIC | CHF 8'465 |
| 2026-07-31 | Baumarkt Jumbo | Card | CHF -2'406 |
| 2026-07-28 | Swisscom | SWIFT | CHF -6'243 |
| 2026-07-10 | Payroll — Employer | Card | CHF -4'280 |
| 2026-06-21 | Payroll — Employer | Card | CHF -1'978 |
Interactions
- Branch2026-03-25
Annual relationship review completed.
- Advisory meeting2025-11-10
Business account documentation updated.
- E-banking2025-06-24
Portfolio performance review meeting.