Clients
Rahel Berger
PrivateIndividual · Client since 2012 · Aarau, AG · KYC: Standard
Relationship manager
Jonas Weber
Business Banking · Lausanne
Cash
CHF 660k
Deposits
CHF 1.49m
Investments
CHF 6.80m
Lending
CHF 0
Net flow 30d CHF 504k
Relationship summary
Synthetic banking dataPrivate client in the Private segment, with the bank since 2012 and based in Aarau. Total deposits CHF 1'494'400, investments CHF 6'797'600, lending CHF 0. Net flow over the last 30 days is CHF 504'100. 1 opportunity signal is currently open.
- Unusual deposit
- CHF 343'000 · Courtesy call and suitability review
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH96 0076 3777 3367 5762 1 | CHF | CHF 659'800 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Portfolio
| Asset class | Instrument | Value | YTD |
|---|---|---|---|
| Equities | Swiss Government Bonds | CHF 2'814'200 | -2.3% |
| Bonds | Capital-Protected Note | CHF 3'983'400 | 11.4% |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|---|---|---|---|
| Unusual deposit | Single inbound movement of CHF 482'000 outside the client's normal pattern. | 57% | CHF 343k | Courtesy call and suitability review |
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-10 | Payroll — Employer | SIC | CHF -4'837 |
| 2026-08-09 | Immobilien Verwaltung AG | SEPA | CHF -5'884 |
| 2026-08-08 | Payroll — Employer | Internal | CHF 4'414 |
| 2026-07-18 | Versicherung Zurich | SEPA | CHF 1'643 |
| 2026-07-08 | Steueramt | SEPA | CHF 1'867 |
| 2026-06-27 | Elektrizitätswerk | SIC | CHF 4'940 |
Interactions
- Advisory meeting2025-08-20
Portfolio performance review meeting.