Clients
Säntis Logistics Holding AG
CorporateCompany · Client since 1985 · Bern, BE · KYC: Standard
Relationship manager
Olivia Rossi
Private Clients · Winterthur
Cash
CHF 2.73m
Deposits
CHF 3.37m
Investments
CHF 1.09m
Lending
CHF 0
Net flow 30d CHF 1.23m
Relationship summary
Synthetic banking dataBusiness client in the Corporate segment, with the bank since 1985 and based in Bern. Total deposits CHF 3'368'600, investments CHF 1'086'000, lending CHF 0. Net flow over the last 30 days is CHF 1'227'100. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Business | CH17 0076 6294 9579 9847 5 | CHF | CHF 910'800 |
| Business | CH61 0076 6817 4728 9230 8 | CHF | CHF 910'800 |
| Custody | CH69 0076 1755 5066 3795 4 | CHF | CHF 1'086'000 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Bonds | SMI Index Fund | CHF 521'300 | -0.4% |
| Funds | SMI Index Fund | CHF 564'700 | -5.3% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-11 | Versicherung ZurichUnusual | Internal | CHF 141'544 |
| 2026-08-06 | Digitec Galaxus | SIC | CHF 157 |
| 2026-07-14 | Pensionskasse | SIC | CHF -8'374 |
| 2026-07-03 | Versicherung Zurich | Standing order | CHF -4'242 |
| 2026-06-22 | Immobilien Verwaltung AG | SIC | CHF 6'451 |
| 2026-06-19 | Steueramt | Standing order | CHF -2'854 |
Interactions
- Branch2025-09-26
Pension planning consultation booked.