Clients
Hans Jacquier
RetailIndividual · Client since 2013 · Genève, GE · KYC: Standard
Relationship manager
Lukas Marti
Private Clients · St. Gallen
Cash
CHF 67k
Deposits
CHF 136k
Investments
CHF 568k
Lending
CHF 1.50m
Net flow 30d CHF 61k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 2013 and based in Genève. Total deposits CHF 136'200, investments CHF 568'200, lending CHF 1'496'000. Net flow over the last 30 days is CHF 60'900, and a SARON mortgage of CHF 1'496'000 renews in 135 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH84 0076 6282 1337 3591 6 | CHF | CHF 67'100 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | SARON · Mehrfamilienhaus, Genève · renews in 135 d | 1.69% | CHF 1'496'000 |
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Cash | Capital-Protected Note | CHF 154'300 | -3.9% |
| Equities | Capital-Protected Note | CHF 135'900 | 1.3% |
| Bonds | Capital-Protected Note | CHF 278'000 | 9.2% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Globus | SIC | CHF 5'424 |
| 2026-07-29 | Restaurant Rebstock | SIC | CHF 6'388 |
| 2026-07-10 | Restaurant Rebstock | Standing order | CHF 6'771 |
| 2026-07-07 | Restaurant Rebstock | SWIFT | CHF -3'903 |
| 2026-06-15 | Swisscom | SIC | CHF -5'209 |
| 2026-06-15 | Globus | Internal | CHF -3'368 |
Interactions
- Branch2026-01-04
Annual relationship review completed.
- Phone2025-12-30
Business account documentation updated.
- Phone2025-11-10
Card limit increase requested.