Clients
Reto Vogel
RetailIndividual · Client since 1997 · Zug, ZG · KYC: Standard
Relationship manager
Patrick Frei
Corporate & Institutional · Zug
Cash
CHF 5k
Deposits
CHF 18k
Investments
CHF 0
Lending
CHF 0
Net flow 30d CHF 7k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 1997 and based in Zug. Total deposits CHF 18'200, investments CHF 0, lending CHF 0. Net flow over the last 30 days is CHF 7'400. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH15 0076 8013 5417 1708 0 | CHF | CHF 5'300 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Elektrizitätswerk | SEPA | CHF -3'195 |
| 2026-08-08 | Versicherung Zurich | SWIFT | CHF -3'054 |
| 2026-07-25 | Steueramt | SIC | CHF 1'160 |
| 2026-07-24 | Globus | Standing order | CHF -8'098 |
| 2026-07-08 | Versicherung Zurich | Standing order | CHF -1'801 |
| 2026-06-17 | Versicherung Zurich | SWIFT | CHF 8'028 |
Interactions
- Phone2026-03-13
E-banking support request — resolved.