Clients
Jonas Küng
AffluentIndividual · Client since 1994 · Genève, GE · KYC: Enhanced
Relationship manager
Jonas Weber
Business Banking · Lausanne
Cash
CHF 565k
Deposits
CHF 877k
Investments
CHF 529k
Lending
CHF 0
Net flow 30d CHF -133k
Relationship summary
Synthetic banking dataPrivate client in the Affluent segment, with the bank since 1994 and based in Genève. Total deposits CHF 877'200, investments CHF 528'900, lending CHF 0. Net flow over the last 30 days is CHF -132'900. 1 opportunity signal is currently open.
- Investment maturity
- CHF 467'000 · Reinvestment proposal
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH89 0076 7733 3704 6642 5 | CHF | CHF 565'400 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Cash | European Equity Fund | CHF 176'200 | 5.2% |
| Equities | Global Equity Fund | CHF 352'700 | -5.1% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|---|---|---|---|
| Investment maturity | Structured position of CHF 557'000 maturing within the quarter. | 58% | CHF 467k | Reinvestment proposal |
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-07 | Baumarkt Jumbo | Standing order | CHF 5'212 |
| 2026-08-06 | Apotheke Zentrum | SWIFT | CHF -6'092 |
| 2026-07-15 | Apotheke Zentrum | SIC | CHF 4'162 |
| 2026-07-12 | Steueramt | SEPA | CHF -2'078 |
| 2026-07-07 | Steueramt | SIC | CHF -362 |
| 2026-06-22 | Krankenkasse Helvetia | Standing order | CHF -8'470 |
Interactions
- Phone2026-01-18
E-banking support request — resolved.
- Phone2025-12-22
Business account documentation updated.
- Phone2025-08-03
Mortgage renewal options discussed by phone.