Clients
Thomas Marti
AffluentIndividual · Client since 1992 · Aarau, AG · KYC: Enhanced
Relationship manager
Zoé Müller
Business Banking · Bern Bundesplatz
Cash
CHF 651k
Deposits
CHF 1.09m
Investments
CHF 1.70m
Lending
CHF 0
Net flow 30d CHF -166k
Relationship summary
Synthetic banking dataPrivate client in the Affluent segment, with the bank since 1992 and based in Aarau. Total deposits CHF 1'086'000, investments CHF 1'702'600, lending CHF 0. Net flow over the last 30 days is CHF -166'400. 1 opportunity signal is currently open.
- High-value liquidity
- CHF 337'000 · Investment advisory contact
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH29 0076 9767 5381 6861 2 | CHF | CHF 651'000 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Structured | SMI Index Fund | CHF 498'400 | 13.2% |
| Cash | Multi-Asset Balanced | CHF 1'204'200 | -2.8% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|---|---|---|---|
| High-value liquidity | Idle cash balance of CHF 448'000 following an inbound transfer. | 77% | CHF 337k | Investment advisory contact |
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-07-23 | Restaurant Rebstock | SWIFT | CHF 7'197 |
| 2026-07-17 | Immobilien Verwaltung AG | SEPA | CHF 3'611 |
| 2026-07-12 | Baumarkt Jumbo | SIC | CHF 5'479 |
| 2026-07-07 | Baumarkt JumboUnusual | Standing order | CHF -20'221 |
| 2026-06-17 | SBB TicketingUnusual | Standing order | CHF 189'629 |
| 2026-06-14 | Swisscom | Internal | CHF -7'296 |
Interactions
- Branch2026-06-29
Portfolio performance review meeting.
- Phone2025-06-19
Card limit increase requested.