Clients
Jura Industries SA
CorporateCompany · Client since 2011 · Luzern, LU · KYC: Standard
Relationship manager
Werner Lehmann
Retail & Affluent · St. Gallen
Cash
CHF 1.59m
Deposits
CHF 3.78m
Investments
CHF 1.73m
Lending
CHF 3.09m
Net flow 30d CHF 73k
Relationship summary
Synthetic banking dataBusiness client in the Corporate segment, with the bank since 2011 and based in Luzern. Total deposits CHF 3'779'100, investments CHF 1'729'500, lending CHF 3'094'000. Net flow over the last 30 days is CHF 72'700. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Business | CH75 0076 1508 8370 5974 8 | CHF | CHF 792'600 |
| Custody | CH65 0076 8918 8077 3204 0 | EUR | CHF 1'729'500 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Loan | Property acquisition · 38 months remaining | 2.81% | CHF 3'094'000 |
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Funds | CHF Corporate Bonds | CHF 582'100 | 8.0% |
| Structured | SMI Index Fund | CHF 1'147'400 | -5.2% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-10 | Krankenkasse Helvetia | SEPA | CHF 463 |
| 2026-08-07 | Baumarkt Jumbo | SWIFT | CHF -4'439 |
| 2026-07-17 | Coop Supermarkt | Internal | CHF -2'921 |
| 2026-07-03 | Pensionskasse | Card | CHF -947 |
| 2026-06-29 | Swisscom | Standing order | CHF -8'571 |
| 2026-06-19 | Krankenkasse Helvetia | Card | CHF 7'708 |
Interactions
- Email2026-07-27
Pension planning consultation booked.