Clients
Jura Consulting SA
CorporateCompany · Client since 2020 · Bern, BE · KYC: Standard
Relationship manager
Fabian Perret
Corporate & Institutional · Lugano
Cash
CHF 2.80m
Deposits
CHF 4.13m
Investments
CHF 2.32m
Lending
CHF 0
Net flow 30d CHF 159k
Relationship summary
Synthetic banking dataBusiness client in the Corporate segment, with the bank since 2020 and based in Bern. Total deposits CHF 4'131'600, investments CHF 2'317'600, lending CHF 0. Net flow over the last 30 days is CHF 159'300. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Business | CH24 0076 5899 3574 1901 4 | CHF | CHF 1'398'900 |
| Custody | CH53 0076 2941 7995 8901 5 | CHF | CHF 2'317'600 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Bonds | European Equity Fund | CHF 513'800 | 1.1% |
| Funds | Global Equity Fund | CHF 885'300 | -0.9% |
| Structured | Money Market CHF | CHF 918'500 | 10.6% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Versicherung Zurich | SEPA | CHF -5'719 |
| 2026-08-09 | Payroll — Employer | Standing order | CHF 2'799 |
| 2026-07-26 | Krankenkasse Helvetia | SEPA | CHF -2'804 |
| 2026-06-24 | Digitec Galaxus | SEPA | CHF -5'397 |
| 2026-06-24 | Migros | Internal | CHF -5'398 |
| 2026-06-21 | SteueramtUnusual | SIC | CHF -79'935 |
Interactions
- E-banking2026-06-13
Mortgage renewal options discussed by phone.