Clients
Nadine Brunner
PrivateIndividual · Client since 2010 · Aarau, AG · KYC: Standard
Relationship manager
Marina Roth
Business Banking · Lugano
Cash
CHF 484k
Deposits
CHF 1.27m
Investments
CHF 4.72m
Lending
CHF 0
Net flow 30d CHF -71k
Relationship summary
Synthetic banking dataPrivate client in the Private segment, with the bank since 2010 and based in Aarau. Total deposits CHF 1'267'600, investments CHF 4'720'100, lending CHF 0. Net flow over the last 30 days is CHF -70'700. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH94 0076 3736 9871 8269 3 | CHF | CHF 241'800 |
| Savings | CH62 0076 2592 4454 3040 7 | CHF | CHF 784'000 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Cash | CHF Corporate Bonds | CHF 1'529'300 | 4.4% |
| Equities | CHF Corporate Bonds | CHF 1'209'000 | 3.8% |
| Bonds | CHF Corporate Bonds | CHF 906'100 | 11.1% |
| Funds | Money Market CHF | CHF 1'075'700 | 13.1% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-10 | Elektrizitätswerk | Internal | CHF -8'527 |
| 2026-08-08 | Pensionskasse | Standing order | CHF 4'370 |
| 2026-07-26 | Versicherung Zurich | SIC | CHF 6'815 |
| 2026-07-10 | SBB Ticketing | SIC | CHF 7'050 |
| 2026-07-07 | Globus | Internal | CHF 6'791 |
| 2026-07-04 | Swisscom | Card | CHF -5'511 |
Interactions
- Email2026-06-14
Pension planning consultation booked.
- E-banking2025-09-25
Card limit increase requested.