Elena Frei

Retail

Individual · Client since 2003 · Thun, BE · KYC: Periodic review due

Relationship manager

Werner Jacquier

Retail & Affluent · Basel

Cash

CHF 99k

Deposits

CHF 155k

Investments

CHF 0

Lending

CHF 0

Net flow 30d CHF -1k

Relationship summary

Synthetic banking data

Private client in the Retail segment, with the bank since 2003 and based in Thun. Total deposits CHF 155'000, investments CHF 0, lending CHF 0. Net flow over the last 30 days is CHF -1'400. No opportunity signals are currently open.

Accounts

Type	IBAN	Currency	Balance
Current	CH86 0076 3179 7085 8999 5	EUR	CHF 49'300
Custody	CH67 0076 8805 3422 7688 7	CHF	CHF 0

Lending

Facility	Detail	Rate	Balance

Opportunities and signals

Type	Reason	Confidence	Value	Action

Recent transactions

Latest 12

Date	Description	Channel	Amount
2026-08-12	Digitec Galaxus	SEPA	CHF -5'851
2026-08-03	Baumarkt Jumbo	SIC	CHF -3'689
2026-07-16	Steueramt	SWIFT	CHF -3'985
2026-07-07	Pensionskasse	Internal	CHF 7'211
2026-07-07	Apotheke Zentrum	SIC	CHF 59
2026-06-21	Digitec Galaxus	SIC	CHF -1'734

Interactions

Phone2026-05-17
Portfolio performance review meeting.
Branch2026-01-28
Business account documentation updated.