Clients
Daniel Berger
PrivateIndividual · Client since 2003 · Fribourg, FR · KYC: Standard
Relationship manager
Andrea Roth
Mortgage Advisory · Zürich Paradeplatz
Cash
CHF 1.92m
Deposits
CHF 3.08m
Investments
CHF 1.71m
Lending
CHF 0
Net flow 30d CHF -419k
Relationship summary
Synthetic banking dataPrivate client in the Private segment, with the bank since 2003 and based in Fribourg. Total deposits CHF 3'079'900, investments CHF 1'706'300, lending CHF 0. Net flow over the last 30 days is CHF -418'500. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH43 0076 7425 7560 9122 5 | CHF | CHF 958'200 |
| Savings | CH22 0076 9795 5113 7174 0 | CHF | CHF 1'163'500 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Structured | Swiss Government Bonds | CHF 768'700 | 1.9% |
| Cash | SMI Index Fund | CHF 937'600 | -4.6% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-07-23 | Steueramt | Standing order | CHF 3'010 |
| 2026-07-17 | Migros | Standing order | CHF 689 |
| 2026-07-06 | Krankenkasse Helvetia | Standing order | CHF 939 |
| 2026-07-02 | Krankenkasse Helvetia | SIC | CHF -4'764 |
| 2026-06-26 | Steueramt | Internal | CHF 4'131 |
| 2026-06-22 | Pensionskasse | Card | CHF -6'983 |
Interactions
- Branch2026-03-01
Annual relationship review completed.
- Branch2025-10-26
Portfolio performance review meeting.
- Advisory meeting2025-06-29
Annual relationship review completed.