Clients
Léman Robotics Holding AG
BusinessCompany · Client since 2010 · Lugano, TI · KYC: Standard
Relationship manager
Olivia Perret
Private Clients · Bern Bundesplatz
Cash
CHF 684k
Deposits
CHF 914k
Investments
CHF 1.52m
Lending
CHF 0
Net flow 30d CHF 226k
Relationship summary
Synthetic banking dataBusiness client in the Business segment, with the bank since 2010 and based in Lugano. Total deposits CHF 913'700, investments CHF 1'516'700, lending CHF 0. Net flow over the last 30 days is CHF 226'000. 1 opportunity signal is currently open.
- Pension planning
- CHF 11'500 · Retirement planning appointment
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Business | CH69 0076 7829 9488 5986 3 | CHF | CHF 342'000 |
| Custody | CH22 0076 2673 3674 7490 0 | CHF | CHF 1'516'700 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Bonds | CHF Corporate Bonds | CHF 743'100 | 10.9% |
| Funds | Money Market CHF | CHF 233'700 | 4.7% |
| Structured | SMI Index Fund | CHF 539'900 | -0.7% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|---|---|---|---|
| Pension planning | Pillar 3a contributions below the annual maximum; CHF 35'000 shortfall. | 77% | CHF 12k | Retirement planning appointment |
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Apotheke ZentrumUnusual | Internal | CHF -4'910 |
| 2026-07-26 | Globus | Card | CHF -1'979 |
| 2026-07-16 | Swisscom | SEPA | CHF 5'280 |
| 2026-07-05 | Digitec Galaxus | Card | CHF 8'862 |
| 2026-07-03 | Coop Supermarkt | Standing order | CHF -8'897 |
| 2026-06-17 | Apotheke Zentrum | SWIFT | CHF 3'098 |
Interactions
- Phone2026-05-29
Pension planning consultation booked.
- Email2025-10-27
Card limit increase requested.
- Advisory meeting2025-07-12
Portfolio performance review meeting.