Clients
Nadine Weber
AffluentIndividual · Client since 2020 · Lausanne, VD · KYC: Standard
Relationship manager
Beat Baumann
Business Banking · Luzern
Cash
CHF 287k
Deposits
CHF 344k
Investments
CHF 0
Lending
CHF 1.84m
Net flow 30d CHF -81k
Relationship summary
Synthetic banking dataPrivate client in the Affluent segment, with the bank since 2020 and based in Lausanne. Total deposits CHF 343'800, investments CHF 0, lending CHF 1'841'000. Net flow over the last 30 days is CHF -80'800, and a Variable mortgage of CHF 1'841'000 renews in 21 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH46 0076 9973 7017 2950 6 | CHF | CHF 143'400 |
| Custody | CH70 0076 1564 1409 3086 3 | CHF | CHF 0 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Variable · Mehrfamilienhaus, Lausanne · renews in 21 d | 2.11% | CHF 1'841'000 |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-07-31 | Coop Supermarkt | SEPA | CHF -6'614 |
| 2026-07-25 | Restaurant Rebstock | SWIFT | CHF 6'450 |
| 2026-07-21 | Payroll — Employer | SEPA | CHF -1'163 |
| 2026-07-11 | Steueramt | Card | CHF -5'490 |
| 2026-06-23 | Globus | Internal | CHF -8'664 |
| 2026-06-19 | Steueramt | SIC | CHF 2'527 |
Interactions
- E-banking2026-05-01
Card limit increase requested.