Clients
Zoé Roth
PrivateIndividual · Client since 2006 · Luzern, LU · KYC: Standard
Relationship manager
Werner Lehmann
Retail & Affluent · St. Gallen
Cash
CHF 726k
Deposits
CHF 1.34m
Investments
CHF 4.08m
Lending
CHF 0
Net flow 30d CHF 318k
Relationship summary
Synthetic banking dataPrivate client in the Private segment, with the bank since 2006 and based in Luzern. Total deposits CHF 1'342'700, investments CHF 4'082'100, lending CHF 0. Net flow over the last 30 days is CHF 317'600. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH33 0076 4387 3271 1591 0 | EUR | CHF 725'700 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Bonds | CHF Corporate Bonds | CHF 1'130'000 | 4.3% |
| Funds | Global Equity Fund | CHF 2'952'100 | -1.7% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-02 | Baumarkt Jumbo | SEPA | CHF 2'452 |
| 2026-07-23 | Baumarkt Jumbo | SWIFT | CHF 300 |
| 2026-07-19 | Baumarkt Jumbo | SIC | CHF 6'261 |
| 2026-07-02 | Payroll — Employer | SWIFT | CHF 25'666 |
| 2026-06-23 | Versicherung Zurich | Internal | CHF -8'390 |
| 2026-06-17 | Immobilien Verwaltung AG | SEPA | CHF -1'382 |
Interactions
- Advisory meeting2026-08-09
Card limit increase requested.