Clients
Hans Frei
RetailIndividual · Client since 2022 · Zürich, ZH · KYC: Standard
Relationship manager
Olivia Rossi
Private Clients · Winterthur
Cash
CHF 53k
Deposits
CHF 97k
Investments
CHF 0
Lending
CHF 1.37m
Net flow 30d CHF 17k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 2022 and based in Zürich. Total deposits CHF 96'700, investments CHF 0, lending CHF 1'374'000. Net flow over the last 30 days is CHF 17'000, and a SARON mortgage of CHF 1'374'000 renews in 26 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH44 0076 5404 8950 7055 0 | CHF | CHF 26'500 |
| Savings | CH39 0076 2034 7594 9553 4 | CHF | CHF 43'800 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | SARON · Einfamilienhaus, Zürich · renews in 26 d | 1.73% | CHF 1'374'000 |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-10 | SBB Ticketing | SEPA | CHF -7'657 |
| 2026-08-09 | Steueramt | SEPA | CHF -890 |
| 2026-08-07 | Krankenkasse Helvetia | SWIFT | CHF 4'741 |
| 2026-07-28 | Apotheke Zentrum | Card | CHF 1'482 |
| 2026-07-21 | Steueramt | SEPA | CHF 2'324 |
| 2026-07-10 | Migros | SWIFT | CHF -1'188 |
Interactions
- Email2025-09-04
Card limit increase requested.