Clients
Gotthard Consulting AG
CorporateCompany · Client since 1989 · Bern, BE · KYC: Standard
Relationship manager
Olivia Perret
Private Clients · Bern Bundesplatz
Cash
CHF 3.17m
Deposits
CHF 4.98m
Investments
CHF 8.02m
Lending
CHF 1.47m
Net flow 30d CHF 1.41m
Relationship summary
Synthetic banking dataBusiness client in the Corporate segment, with the bank since 1989 and based in Bern. Total deposits CHF 4'981'200, investments CHF 8'015'300, lending CHF 1'473'000. Net flow over the last 30 days is CHF 1'412'400. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Business | CH47 0076 2376 6633 4442 6 | CHF | CHF 1'056'600 |
| Custody | CH21 0076 3723 3179 9013 0 | CHF | CHF 8'015'300 |
| Business | CH67 0076 7607 5311 3628 6 | CHF | CHF 1'056'600 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Loan | Property acquisition · 27 months remaining | 2.65% | CHF 1'473'000 |
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Cash | Money Market CHF | CHF 2'273'400 | 9.9% |
| Equities | SMI Index Fund | CHF 2'054'400 | 4.2% |
| Bonds | European Equity Fund | CHF 1'059'100 | 6.9% |
| Funds | Money Market CHF | CHF 2'628'400 | 13.7% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-04 | Krankenkasse Helvetia | SEPA | CHF 669 |
| 2026-07-31 | Versicherung Zurich | SIC | CHF 7'471 |
| 2026-06-25 | Steueramt | SWIFT | CHF 6'528 |
| 2026-06-23 | Digitec Galaxus | SIC | CHF -62 |
| 2026-06-22 | Swisscom | Card | CHF -8'604 |
| 2026-06-15 | Immobilien Verwaltung AG | Standing order | CHF -7'221 |
Interactions
- E-banking2026-07-09
Pension planning consultation booked.
- Phone2025-12-01
Mortgage renewal options discussed by phone.