Clients
Daniel Bianchi
RetailIndividual · Client since 2006 · Zug, ZG · KYC: Standard
Relationship manager
Fabian Perret
Corporate & Institutional · Lugano
Cash
CHF 62k
Deposits
CHF 108k
Investments
CHF 381k
Lending
CHF 1.93m
Net flow 30d CHF 55k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 2006 and based in Zug. Total deposits CHF 107'600, investments CHF 380'600, lending CHF 1'929'000. Net flow over the last 30 days is CHF 54'500, and a Fixed mortgage of CHF 1'929'000 renews in 46 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH61 0076 7223 2208 4176 2 | CHF | CHF 31'000 |
| Savings | CH85 0076 8919 4656 9022 4 | CHF | CHF 45'700 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Fixed · Einfamilienhaus, Zug · renews in 46 d | 1.99% | CHF 1'929'000 |
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Cash | Swiss Government Bonds | CHF 170'700 | 6.4% |
| Equities | European Equity Fund | CHF 81'700 | 10.1% |
| Bonds | Swiss Government Bonds | CHF 128'200 | 0.2% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Baumarkt Jumbo | SWIFT | CHF -5'383 |
| 2026-08-03 | Immobilien Verwaltung AG | SIC | CHF -1'213 |
| 2026-07-29 | Elektrizitätswerk | SIC | CHF -8'353 |
| 2026-06-26 | Coop Supermarkt | Card | CHF -5'276 |
| 2026-06-20 | Migros | Internal | CHF 4'584 |
| 2026-06-16 | Pensionskasse | Internal | CHF 3'729 |
Interactions
- Branch2026-06-06
Mortgage renewal options discussed by phone.
- Email2026-04-10
Mortgage renewal options discussed by phone.