Clients
Urs Berger
AffluentIndividual · Client since 1985 · Basel, BS · KYC: Standard
Relationship manager
Céline Lehmann
Retail & Affluent · Winterthur
Cash
CHF 796k
Deposits
CHF 1.40m
Investments
CHF 1.97m
Lending
CHF 0
Net flow 30d CHF 53k
Relationship summary
Synthetic banking dataPrivate client in the Affluent segment, with the bank since 1985 and based in Basel. Total deposits CHF 1'399'800, investments CHF 1'967'700, lending CHF 0. Net flow over the last 30 days is CHF 52'800. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH23 0076 3914 3323 6778 4 | CHF | CHF 796'200 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Cash | Swiss Government Bonds | CHF 634'600 | 10.1% |
| Equities | CHF Corporate Bonds | CHF 1'333'100 | -4.8% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Swisscom | Card | CHF -7'189 |
| 2026-07-19 | Apotheke Zentrum | Card | CHF -8'196 |
| 2026-07-12 | Baumarkt Jumbo | SIC | CHF -2'114 |
| 2026-07-09 | SwisscomUnusual | SWIFT | CHF 80'921 |
| 2026-07-04 | Digitec Galaxus | SIC | CHF -8'941 |
| 2026-06-17 | Apotheke Zentrum | SIC | CHF -7'588 |
Interactions
- Email2025-11-21
E-banking support request — resolved.
- Advisory meeting2025-09-23
Annual relationship review completed.
- E-banking2025-07-20
Pension planning consultation booked.