Clients
Alpine Consulting SA
CorporateCompany · Client since 2020 · Fribourg, FR · KYC: Standard
Relationship manager
Olivia Rossi
Private Clients · Winterthur
Cash
CHF 3.89m
Deposits
CHF 6.62m
Investments
CHF 6.19m
Lending
CHF 0
Net flow 30d CHF 667k
Relationship summary
Synthetic banking dataBusiness client in the Corporate segment, with the bank since 2020 and based in Fribourg. Total deposits CHF 6'619'800, investments CHF 6'185'800, lending CHF 0. Net flow over the last 30 days is CHF 666'900. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Business | CH90 0076 2203 1892 9621 8 | USD | CHF 1'943'200 |
| Business | CH44 0076 9788 7686 7856 2 | CHF | CHF 1'943'200 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Cash | Global Equity Fund | CHF 2'927'000 | 11.6% |
| Equities | Global Equity Fund | CHF 1'470'200 | 3.3% |
| Bonds | Swiss Government Bonds | CHF 1'788'600 | -1.6% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-07-31 | Steueramt | Internal | CHF 3'915 |
| 2026-07-25 | Restaurant Rebstock | SWIFT | CHF -4'209 |
| 2026-07-20 | Globus | Card | CHF 6'044 |
| 2026-07-02 | Pensionskasse | SWIFT | CHF -5'218 |
| 2026-07-02 | Apotheke Zentrum | SEPA | CHF 255 |
| 2026-06-17 | Apotheke Zentrum | Internal | CHF 2'772 |
Interactions
- Phone2025-12-18
Mortgage renewal options discussed by phone.