Clients
Helvetic Energy Holding AG
BusinessCompany · Client since 1998 · Bern, BE · KYC: Standard
Relationship manager
Olivia Rossi
Private Clients · Winterthur
Cash
CHF 505k
Deposits
CHF 1.17m
Investments
CHF 885k
Lending
CHF 0
Net flow 30d CHF -155k
Relationship summary
Synthetic banking dataBusiness client in the Business segment, with the bank since 1998 and based in Bern. Total deposits CHF 1'166'100, investments CHF 885'000, lending CHF 0. Net flow over the last 30 days is CHF -155'300. 1 opportunity signal is currently open.
- Pension planning
- CHF 326'500 · Retirement planning appointment
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Business | CH43 0076 9465 2929 1991 6 | CHF | CHF 168'500 |
| Business | CH18 0076 5009 5416 7352 0 | CHF | CHF 168'500 |
| Business | CH95 0076 8883 2848 5645 7 | CHF | CHF 168'500 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Structured | Money Market CHF | CHF 362'200 | 13.8% |
| Cash | Money Market CHF | CHF 522'800 | 2.6% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|---|---|---|---|
| Pension planning | Pillar 3a contributions below the annual maximum; CHF 385'000 shortfall. | 82% | CHF 327k | Retirement planning appointment |
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-01 | Immobilien Verwaltung AG | SIC | CHF 1'548 |
| 2026-07-07 | Apotheke Zentrum | Internal | CHF 5'158 |
| 2026-07-01 | Globus | Card | CHF -7'502 |
| 2026-06-27 | Immobilien Verwaltung AG | Internal | CHF 8'905 |
| 2026-06-21 | Krankenkasse Helvetia | Card | CHF -1'965 |
| 2026-06-20 | Versicherung Zurich | SEPA | CHF 6'944 |
Interactions
- Branch2026-02-20
Mortgage renewal options discussed by phone.