Clients
Céline Suter
RetailIndividual · Client since 2009 · Chur, GR · KYC: Standard
Relationship manager
Marina Müller
Private Clients · Lausanne
Cash
CHF 123k
Deposits
CHF 214k
Investments
CHF 0
Lending
CHF 0
Net flow 30d CHF 33k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 2009 and based in Chur. Total deposits CHF 214'300, investments CHF 0, lending CHF 0. Net flow over the last 30 days is CHF 32'800. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH86 0076 4582 4233 5821 8 | CHF | CHF 61'500 |
| Savings | CH54 0076 9934 2003 2097 6 | USD | CHF 91'300 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Pensionskasse | SEPA | CHF 4'940 |
| 2026-08-01 | Baumarkt Jumbo | SIC | CHF -1'093 |
| 2026-07-23 | Payroll — Employer | Internal | CHF -6'931 |
| 2026-07-20 | SBB Ticketing | Card | CHF -8'334 |
| 2026-07-17 | Swisscom | SEPA | CHF 8'974 |
| 2026-07-04 | Coop Supermarkt | Internal | CHF -7'090 |
Interactions
- Advisory meeting2026-05-20
Pension planning consultation booked.
- Branch2025-09-10
Portfolio performance review meeting.
- Branch2025-06-29
Portfolio performance review meeting.