Clients
Corinne Dubois
RetailIndividual · Client since 2000 · Winterthur, ZH · KYC: Standard
Relationship manager
Lukas Marti
Private Clients · St. Gallen
Cash
CHF 48k
Deposits
CHF 231k
Investments
CHF 0
Lending
CHF 2.04m
Net flow 30d CHF 94k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 2000 and based in Winterthur. Total deposits CHF 230'800, investments CHF 0, lending CHF 2'044'000. Net flow over the last 30 days is CHF 93'600, and a Variable mortgage of CHF 2'044'000 renews in 890 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH38 0076 8607 3092 5719 0 | CHF | CHF 47'800 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Variable · Mehrfamilienhaus, Winterthur · renews in 890 d | 2.21% | CHF 2'044'000 |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Apotheke Zentrum | Internal | CHF -6'093 |
| 2026-08-07 | Globus | SEPA | CHF 7'914 |
| 2026-07-30 | Globus | Internal | CHF 7'325 |
| 2026-07-25 | Coop Supermarkt | Standing order | CHF -7'721 |
| 2026-07-07 | Versicherung Zurich | SWIFT | CHF -6'744 |
| 2026-06-17 | Globus | SIC | CHF 7'086 |
Interactions
- Email2026-06-14
Pension planning consultation booked.
- E-banking2026-01-06
Portfolio performance review meeting.
- E-banking2025-06-19
E-banking support request — resolved.