Clients
Gabriela Meier
PrivateIndividual · Client since 2010 · Basel, BS · KYC: Enhanced
Relationship manager
Zoé Müller
Business Banking · Bern Bundesplatz
Cash
CHF 1.32m
Deposits
CHF 1.65m
Investments
CHF 3.66m
Lending
CHF 1.19m
Net flow 30d CHF 36k
Relationship summary
Synthetic banking dataPrivate client in the Private segment, with the bank since 2010 and based in Basel. Total deposits CHF 1'646'000, investments CHF 3'662'500, lending CHF 1'188'000. Net flow over the last 30 days is CHF 36'000, and a Fixed mortgage of CHF 1'188'000 renews in 533 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH71 0076 5582 7987 3128 4 | EUR | CHF 659'200 |
| Custody | CH45 0076 7467 8604 5596 6 | CHF | CHF 3'662'500 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Fixed · Eigentumswohnung, Basel · renews in 533 d | 2.39% | CHF 1'188'000 |
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Equities | Money Market CHF | CHF 1'608'600 | 12.8% |
| Bonds | European Equity Fund | CHF 525'800 | -5.7% |
| Funds | Multi-Asset Balanced | CHF 1'528'100 | 11.6% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-10 | Swisscom | SWIFT | CHF 776 |
| 2026-08-05 | Coop Supermarkt | SIC | CHF 865 |
| 2026-08-04 | Migros | Standing order | CHF 5'482 |
| 2026-07-06 | Steueramt | Standing order | CHF -3'560 |
| 2026-06-26 | Immobilien Verwaltung AG | Internal | CHF 794 |
| 2026-06-19 | Immobilien Verwaltung AG | SIC | CHF 7'803 |
Interactions
- Advisory meeting2026-07-24
Mortgage renewal options discussed by phone.